Consolidated Planning Corp Portfolio Holdings

Consolidated Planning Corp

  • $869 Million
  • Q4 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.08B
$6.52 Million 0.75% of portfolio
60,980
Q4 2025 Reduced 6.28%
$3.48B
$5.87 Million 0.68% of portfolio
163,570
Q4 2025 New
$7.41B
$3.33 Million 0.38% of portfolio
41,119
Q4 2025 Added 15.37%
$4.19B
$2.89 Million 0.33% of portfolio
140,351
Q4 2025 Added 6.74%
$8.04B
$2.77 Million 0.32% of portfolio
9,408
Q4 2025 Added 9.69%
$7.07B
$2.27 Million 0.26% of portfolio
12,434
Q4 2025 Added 11.39%
$2.66B
$1.52 Million 0.17% of portfolio
12,015
Q4 2025 Reduced 6.87%
$5.89B
$1.28 Million 0.15% of portfolio
17,339
Q4 2025 Added 9.81%
$7.29B
$1.19 Million 0.14% of portfolio
34,071
Q4 2025 Added 10.27%
$5.96B
$677,000 0.08% of portfolio
2,813
Q4 2025 New
$6.89B
$460,000 0.05% of portfolio
11,992
Q4 2025 New
$5.15B
$430,000 0.05% of portfolio
2,449
Q4 2025 Reduced 78.51%
$3.83B
$277,000 0.03% of portfolio
7,051
Q4 2020 New
$7.75B
$207,000 0.02% of portfolio
1,753
Q4 2025 Reduced 85.52%
$3.71B
$178,000 0.02% of portfolio
10,778
Q1 2024 Reduced 15.23%

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $869 Million
  • Prior Value $845 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 28 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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