Consolidated Planning Corp has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $869 Million distributed in 207 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $53.2M, Capital Group Intl Focus Equit with a value of $38.2M, Hartford Fds Exchange Traded with a value of $36.7M, Unified Ser Tr Ballast Small/M with a value of $28.5M, and Amplify ETF Tr Amplify Cwp Enh with a value of $27.7M.
Examining the 13F form we can see an increase of $23.7M in the current position value, from $845M to 869M.
Consolidated Planning Corp is based out at Atlanta, GA
Below you can find more details about Consolidated Planning Corp portfolio as well as his latest detailed transactions.
Portfolio value
$869 Million
ETFs: $395 Million
Technology: $119 Million
Financial Services: $88.8 Million
Industrials: $69.4 Million
Consumer Cyclical: $37.7 Million
Communication Services: $36.2 Million
Healthcare: $27.3 Million
Utilities: $23.6 Million
Other: $58.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
