Planning Center, Inc.
CIK: 0001910966Latest portfolio: $979.3M · Q4 2025
Holdings
76
Total Value
$979.3M
New Positions
76
Closed Positions
0
Top Holdings
View All 76 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DUSBDIMENSIONAL ETF TRUST | 3,416,822 | $173.1M | 17.67% | NEW | |
| 2 | DFSDDIMENSIONAL ETF TRUST | 2,693,940 | $129.2M | 13.19% | NEW | |
| 3 | DFAXDIMENSIONAL ETF TRUST | 2,608,713 | $85.4M | 8.72% | NEW | |
| 4 | DFGXDIMENSIONAL ETF TRUST | 1,475,798 | $77.7M | 7.93% | NEW | |
| 5 | DFACDIMENSIONAL ETF TRUST | 1,921,660 | $76.1M | 7.77% | NEW | |
| 6 | DUHPDIMENSIONAL ETF TRUST | 1,617,442 | $61.5M | 6.28% | NEW | |
| 7 | DIHPDIMENSIONAL ETF TRUST | 1,856,079 | $58.8M | 6.00% | NEW | |
| 8 | DFIPDIMENSIONAL ETF TRUST | 1,016,625 | $42.2M | 4.31% | NEW | |
| 9 | DFIVDIMENSIONAL ETF TRUST | 746,887 | $37.3M | 3.81% | NEW | |
| 10 | DFUVDIMENSIONAL ETF TRUST | 758,134 | $35.3M | 3.61% | NEW | |
| 11 | DISVDIMENSIONAL ETF TRUST | 732,271 | $27.8M | 2.84% | NEW | |
| 12 | DFATDIMENSIONAL ETF TRUST | 461,138 | $27.5M | 2.80% | NEW | |
| 13 | DFASDIMENSIONAL ETF TRUST | 313,146 | $21.8M | 2.23% | NEW | |
| 14 | DFEMDIMENSIONAL ETF TRUST | 491,490 | $16.3M | 1.66% | NEW | |
| 15 | DFGRDIMENSIONAL ETF TRUST | 549,289 | $14.5M | 1.48% | NEW | |
| 16 | DFISDIMENSIONAL ETF TRUST | 432,360 | $14.2M | 1.45% | NEW | |
| 17 | DFSBDIMENSIONAL ETF TRUST | 184,211 | $9.5M | 0.97% | NEW | |
| 18 | AAPLAPPLE INC | 33,798 | $9.2M | 0.94% | NEW | |
| 19 | DFSIDIMENSIONAL ETF TRUST | 190,420 | $8.2M | 0.83% | NEW | |
| 20 | DFSUDIMENSIONAL ETF TRUST | 182,662 | $7.9M | 0.81% | NEW | |
| 21 | DEDEERE & CO | 14,512 | $6.8M | 0.69% | NEW | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,683 | $3.4M | 0.34% | NEW | |
| 23 | VGUSVANGUARD INSTL INDEX FD | 30,241 | $2.3M | 0.23% | NEW | |
| 24 | VIGVANGUARD SPECIALIZED FUNDS | 9,855 | $2.2M | 0.22% | NEW | |
| 25 | MSFTMICROSOFT CORP | 4,258 | $2.1M | 0.21% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.7306212917485382e+163T)
Healthcare0.0% ($680601531364295.1T)
Technology0.0% ($9188205914311.2T)
Industrials0.0% ($6756.8T)
Communication Services0.0% ($590.4T)
Consumer Cyclical0.0% ($17.8T)
Unknown0.0% ($3.4T)
Consumer Defensive0.0% ($852.7B)
Utilities0.0% ($275.3M)
Filing History
Fund Information
Planning Center, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $979.3M across 76 holdings. The largest position is DIMENSIONAL ETF TRUST (DUSB), representing 17.7% of the portfolio. Compared to the previous quarter, the fund opened 76 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.