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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
+6.51%
1 Year Est. Return
+18.98%
3 Year Est. Return
+57.51%
5 Year Est. Return
+61.67%
10 Year Est. Return
–
AUM
$936M
AUM Growth
+$63.7M
(+7.3%)
Cap. Flow
+$9.54M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
77.05%
Holding
702
New
55
Increased
95
Reduced
79
Closed
42
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.43M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$1.99M |
| 3 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$1.87M |
| 4 |
Apple
AAPL
|
+$926K |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$614K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$2.18M |
| 2 |
S&P Global
SPGI
|
+$781K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$621K |
| 4 |
FT Vest Growth-100 Buffer ETF March
QMAR
|
+$578K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$176K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 4.32% |
| 2 | Technology | 4.08% |
| 3 | Healthcare | 2.39% |
| 4 | Consumer Discretionary | 1.57% |
| 5 | Industrials | 1.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
iShares Core US REIT ETF
USRT
$4.64B
| – | – |
-1,214
| Closed | -$68.7K |
|
702
Williams-Sonoma
WSM
$29.6B
| – | – |
-8
| Closed | -$1.31K |
|
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Center for Financial Planning's Q3 2025 Portfolio in Review
As of Q3 2025, Center for Financial Planning held 702 positions worth $936M, up 7.3% from $872M the previous quarter. Its ten largest holdings account for 77% of the portfolio.
Center for Financial Planning's Q3 2025 filing shows 55 new, 95 increased, 79 reduced and 42 closed positions. Its largest new stake was FT Vest Fund of Deep Buffer ETFs: 21,862 shares worth $604K. The largest sale was Vanguard Morningstar Small-Cap ETF, an estimated $2.18M.
By sector, the portfolio is most concentrated in Financials at 4.3% of assets, down from 4.5% a quarter earlier, followed by Technology and Healthcare.
- Center for Financial Planning's largest Q3 2025 buy was FT Vest Fund of Deep Buffer ETFs: 21,862 shares worth $604K.
- Center for Financial Planning added most to iShares Core US Aggregate Bond ETF in Q3 2025, an estimated $3.43M increase.
- Center for Financial Planning's biggest Q3 2025 reduction was Vanguard Morningstar Small-Cap ETF, cutting an estimated $2.18M.
- Center for Financial Planning fully exited WisdomTree Floating Rate Treasury Fund in Q3 2025, selling an estimated $164K.
- Center for Financial Planning's ten largest holdings make up 77% of its $936M portfolio in Q3 2025.
- Center for Financial Planning opened 55 new positions and closed 42 in Q3 2025.
- Center for Financial Planning's portfolio value rose 7.3% quarter-over-quarter to $936M.
Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.