Holdings
Center for Financial Planning, Inc.
As of Jun 30, 2026, Center for Financial Planning, Inc. reported 444 positions worth US$168M. Largest: Berkshire Hathaway Inc., Microsoft Corp. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 43,688 | US$21.9M | +100 | Jun 30, 2026 |
| Microsoft Corp. | 26,365 | US$9.83M | −98 | Jun 30, 2026 |
| Apple Inc | 32,001 | US$9.26M | +173 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 24,370 | US$8.71M | −149 | Jun 30, 2026 |
| Amazon.com, Inc. | 25,220 | US$6.01M | +415 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 17,273 | US$5.65M | −82 | Jun 30, 2026 |
| Abbvie Inc. | 17,400 | US$4.38M | no change | Jun 30, 2026 |
| Johnson & Johnson | 15,794 | US$4.01M | −120 | Jun 30, 2026 |
| Broadcom Inc. | 9,980 | US$3.77M | +228 | Jun 30, 2026 |
| Nextera Energy, Inc. | 34,543 | US$3.03M | −666 | Jun 30, 2026 |