Center for Financial Planning Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$34M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$2.5M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$2.2M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.89M |
| 5 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$1.59M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$2.52M |
| 2 |
Vanguard Morningstar Small-Cap Value ETF
VBR
|
+$603K |
| 3 |
Intercontinental Exchange
ICE
|
+$401K |
| 4 |
Raymond James Financial
RJF
|
+$400K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$350K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 4.97% |
| 2 | Technology | 3.55% |
| 3 | Healthcare | 2.66% |
| 4 | Consumer Staples | 1.62% |
| 5 | Consumer Discretionary | 1.58% |
Similar funds
Center for Financial Planning's Q1 2025 Portfolio in Review
As of Q1 2025, Center for Financial Planning held 754 positions worth $783M, up 4.4% from $749M the previous quarter. Its ten largest holdings account for 77% of the portfolio.
Center for Financial Planning deployed $47.2M of net new capital in Q1 2025, opening 79 new positions and adding to 116 existing holdings. Its largest new stake was FT Vest Fund of Buffer ETFs: 71,880 shares worth $2.13M.
By sector, the portfolio is most concentrated in Financials at 5% of assets, up from 4.9% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Microsoft, an estimated $2.52M trimmed.
- Center for Financial Planning's largest Q1 2025 buy was FT Vest Fund of Buffer ETFs: 71,880 shares worth $2.13M.
- Center for Financial Planning added most to iShares Core US Aggregate Bond ETF in Q1 2025, an estimated $34M increase.
- Center for Financial Planning's biggest Q1 2025 reduction was Microsoft, cutting an estimated $2.52M.
- Center for Financial Planning fully exited Smartsheet Inc. in Q1 2025, selling an estimated $80.2K.
- Center for Financial Planning's ten largest holdings make up 77% of its $783M portfolio in Q1 2025.
- Center for Financial Planning opened 79 new positions and closed 52 in Q1 2025.
- Center for Financial Planning's portfolio value rose 4.4% quarter-over-quarter to $783M.
Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.