Center for Financial Planning, Inc.

RIA/Wealth

Center for Financial Planning, Inc. is a RIA/Wealth based in Beverly Hills, CA led by Timothy Warren Wyman, reporting $1.7B in AUM as of Q3 2025 with 82% ETF concentration, 77% concentrated in top 10 holdings, 35% allocation to VOO, and minimal technology exposure.

PresidentTimothy Warren Wyman

Portfolio Value: $935.6M
Positions: 658
Top Holding: VOO at 35.21%
Last Reported: Q3 2025

Address9355 Wilshire Blvd, Suite 350, Beverly Hills, CA, 90210, United States

Top Holdings

Largest long holdings in Center for Financial Planning, Inc.'s portfolio (77.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$329.4M	35.21%	+$2.1M Bought	— 537.9K shares	Q4 2019 Held for 5y 11m
2 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$100.2M	10.70%	+$3.5M Bought	— 999.0K shares	Q4 2019 Held for 5y 11m
3 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$95.3M	10.19%	-$637.8K Sold	— 1.1M shares	Q4 2019 Held for 5y 11m
4 Vanguard Small-Cap ETF VB	ETF ETF	$64.5M	6.90%	-$2.2M Sold	— 253.7K shares	Q4 2019 Held for 5y 11m
5 Vanguard Mid-Cap Fund VO	ETF ETF	$43.7M	4.67%	+$1.9M Bought	— 148.7K shares	Q4 2019 Held for 5y 11m
6 Vanguard FTSE Emerging Markets VWO	ETF ETF	$30.7M	3.28%	+$79.3K Bought	— 566.2K shares	Q4 2019 Held for 5y 11m
7 iShares MSCI USA Quality Factor QUAL	ETF ETF	$18.3M	1.96%	-$170.4K Sold	— 94.2K shares	Q4 2019 Held for 5y 11m
8 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$14.3M	1.53%	—	0.00% 19.0 shares	Q4 2019 Held for 5y 11m
9 Microsoft MSFT	Software - Infrastructure Technology	$12.4M	1.32%	+$16.6K Bought	0.00% 23.9K shares	Q4 2019 Held for 5y 11m
10 Vanguard Small-Cap Value VBR	ETF ETF	$12.1M	1.29%	-$108.5K Sold	— 58.0K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Center for Financial Planning, Inc.'s latest filing

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Market Value

$935.6M

Prior: $871.9M

Q/Q Change

+7.31%

+$63.7M

Net Flows % of MV

+0.963%

Turnover Ratio

1.35%

New Purchases

40 stocks

$1.8M

Added To

96 stocks

+$14.9M

Sold Out Of

42 stocks

$985.9K

Reduced Holdings

80 stocks

-$6.7M

Increased Positions

Position	Shares Δ	Change
1 FT Vest Nasdaq-100 Buffer ETF QSPT	New	0 → 19.0K +$588.4K
2 MFM MFS Municipal Income Trust MFM	New	0 → 30.0K +$161.7K
3 NUV Nuveen Municipal Value Fund NUV	New	0 → 14.1K +$126.5K
4 EOT Eaton Vance National Municipal Opportunities Trust EOT	New	0 → 6.0K +$99.8K
5 VOOG Vanguard S&P 500 Growth VOOG	New	0 → 202.0 +$88.0K

Decreased Positions

Position	Shares Δ	Change
1 WisdomTree Floating Rate Treasury Fund USFR	Sold	3.3K → 0 −$164.3K
2 Vanguard Mega Cap Growth MGK	Sold	370.0 → 0 −$135.5K
3 Schwab U.S. Large-Cap Growth SCHG	Sold	4.6K → 0 −$133.5K
4 iShares Russell 1000 IWB	Sold	332.0 → 0 −$112.7K
5 iShares Core U.S. REIT USRT	Sold	1.2K → 0 −$68.7K

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Analytics

Portfolio insights and performance metrics for Center for Financial Planning, Inc.

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Sector Allocation

ETF

82.00%

Financial Services

4.30%

Technology

4.10%

Healthcare

2.40%

Consumer Cyclical

1.60%

Industrials

1.30%

Consumer Defensive

1.30%

Communication Services

1.10%

Energy

0.60%

Utilities

0.60%

Real Estate

0.30%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

11.03%

Large Cap ($10B - $200B)

6.21%

Mid Cap ($2B - $10B)

0.35%

Small Cap ($300M - $2B)

0.04%

Micro Cap ($50M - $300M)

0.03%

Nano Cap (< $50M)

0.05%

N/A (ETF or Unknown)

82.29%

Portfolio Concentration

Top 10 Holdings %

77.05%

Top 20 Holdings %

83.07%

Top 50 Holdings %

90.64%

Top 100 Holdings %

95.34%