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CFFP

Center for Financial Planning Portfolio holdings

AUM $1.07B
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
+11.57%
1 Year Est. Return
+18.98%
3 Year Est. Return
+57.51%
5 Year Est. Return
+61.67%
10 Year Est. Return
–
AUM
$1.07B
AUM Growth
+$112M
Cap. Flow
+$9.02M
Cap. Flow %
0.84%
Top 10 Hldgs %
77.19%
Holding
687
New
29
Increased
72
Reduced
116
Closed
21

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.33M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.98M
3
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.76M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$831K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$552K

Top Sells

Rank Stock Value
1
DAL icon
Delta Air Lines
DAL
+$391K
2
AMAT icon
Applied Materials
AMAT
+$239K
3
AMD icon
Advanced Micro Devices
AMD
+$225K
4
STE icon
Steris
STE
+$193K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$189K

Sector Composition

Rank Sector Weight
1 Financials 3.78%
2 Technology 3.71%
3 Healthcare 2.18%
4 Consumer Discretionary 1.4%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEP icon
626
American Electric Power
AEP
$73.7B
$411 ﹤0.01%
+3
New +$395
FLGT icon
627
Fulgent Genetics
FLGT
$559M
$411 ﹤0.01%
20
– –
SAFE
628
Safehold
SAFE
$1.19B
$409 ﹤0.01%
26
– –
RACE icon
629
Ferrari
RACE
$63.3B
$373 ﹤0.01%
1
– –
GTX icon
630
Garrett Motion
GTX
$5.9B
$363 ﹤0.01%
10
– –
SUI icon
631
Sun Communities
SUI
$15B
$360 ﹤0.01%
+3
New +$375
SMR icon
632
NuScale Power
SMR
$2.8B
$352 ﹤0.01%
35
– –
NBR icon
633
Nabors Industries
NBR
$1.23B
$337 ﹤0.01%
4
– –
LBRDA icon
634
Liberty Broadband Class A
LBRDA
$4.14B
$333 ﹤0.01%
10
– –
FNDA icon
635
Schwab Fundamental US Small Company Index ETF
FNDA
$9.17B
$267 ﹤0.01%
+7
New +$250
VOD icon
636
Vodafone
VOD
$34.9B
$186 ﹤0.01%
14
– –
SCHB icon
637
Schwab US Broad Market ETF
SCHB
$42.8B
$174 ﹤0.01%
+6
New +$168
EDIT icon
638
Editas Medicine
EDIT
$399M
$162 ﹤0.01%
50
– –
STHO icon
639
Star Holdings Shares of Beneficial Interest
STHO
$112M
$156 ﹤0.01%
17
– –
OGN icon
640
Organon & Co
OGN
$3.55B
$136 ﹤0.01%
10
– –
GME icon
641
GameStop
GME
$9.5B
$133 ﹤0.01%
6
– –
BHF icon
642
Brighthouse Financial
BHF
$3.63B
$127 ﹤0.01%
2
– –
SEDG icon
643
SolarEdge
SEDG
$2.59B
$117 ﹤0.01%
2
– –
DXC icon
644
DXC Technology
DXC
$1.63B
$107 ﹤0.01%
12
– –
BYND icon
645
Beyond Meat
BYND
$288M
$102 ﹤0.01%
135
– –
STLA icon
646
Stellantis
STLA
$16.5B
$98 ﹤0.01%
17
– –
JNK icon
647
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.24B
$97 ﹤0.01%
1
– –
SWX icon
648
Southwest Gas
SWX
$6.74B
$89 ﹤0.01%
1
– –
RENT
649
Rent the Runway
RENT
$101M
$82 ﹤0.01%
26
– –
CSIQ icon
650
Canadian Solar
CSIQ
$906M
$81 ﹤0.01%
5
– –
24 25
26
27 28

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PP
Passaic Partners Newark, New Jersey $1.07B AUM 16.56% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
EC
E20 Capital Hong Kong $1.07B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
BGIM
Boussard & Gavaudan Investment Management London, United Kingdom $1.06B AUM 4.58% 1-Year Est. Return

Center for Financial Planning's Q2 2026 Portfolio in Review

As of Q2 2026, Center for Financial Planning held 687 positions worth $1.07B, up 12% from $958M the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Center for Financial Planning's Q2 2026 filing shows 29 new, 72 increased, 116 reduced and 21 closed positions. Its largest new stake was Nexstar Media Group: 605 shares worth $108K. The largest sale was Delta Air Lines, an estimated $391K.

By sector, the portfolio is most concentrated in Financials at 3.8% of assets, down from 4% a quarter earlier, followed by Technology and Healthcare.

  • Center for Financial Planning's largest Q2 2026 buy was Nexstar Media Group: 605 shares worth $108K.
  • Center for Financial Planning added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $3.33M increase.
  • Center for Financial Planning's biggest Q2 2026 reduction was Delta Air Lines, cutting an estimated $391K.
  • Center for Financial Planning fully exited US Physical Therapy in Q2 2026, selling an estimated $75K.
  • Center for Financial Planning's ten largest holdings make up 77% of its $1.07B portfolio in Q2 2026.
  • Center for Financial Planning opened 29 new positions and closed 21 in Q2 2026.
  • Center for Financial Planning's portfolio value rose 12% quarter-over-quarter to $1.07B.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.