Planning Center, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 30, 2026, Planning Center, Inc. disclosed 82 stock positions valued at approximately $1.06B as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 82
- Portfolio Value
- $1.06B
Holdings by Sector
Planning Center, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DUSB | Other | 17.63% | 3,678,554 | +125,927 | +3.54% | $186,796,972 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 13.09% | 2,904,314 | +96,059 | +3.42% | $138,680,994 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 8.31% | 2,391,457 | -42,566 | -1.75% | $88,101,288 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 8.07% | 1,595,524 | +42,955 | +2.77% | $85,511,789 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 7.82% | 1,868,514 | -9,459 | -0.50% | $82,887,261 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 6.59% | 1,673,148 | +20,923 | +1.27% | $69,820,466 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 6.00% | 1,864,060 | +36,817 | +2.01% | $63,611,054 |
| DIMENSIONAL ETF TRUST | DFIP | Other | 4.23% | 1,085,533 | +26,743 | +2.53% | $44,783,670 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 3.63% | 699,135 | -12,213 | -1.72% | $38,459,392 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.43% | 673,128 | -753 | -0.11% | $36,362,359 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 3.08% | 467,301 | -297 | -0.06% | $32,664,334 |
| DIMENSIONAL ETF TRUST | DISV | Other | 2.64% | 697,483 | +9,025 | +1.31% | $27,989,993 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.33% | 300,501 | +34 | +0.01% | $24,743,239 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.73% | 450,063 | -31,683 | -6.58% | $18,290,560 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.51% | 551,990 | +4,883 | +0.89% | $15,991,150 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 1.37% | 413,172 | +1,541 | +0.37% | $14,473,415 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 0.95% | 193,316 | +4,357 | +2.31% | $10,073,697 |
| DEERE & CO | DE | Industrials | 0.85% | 14,238 | +174 | +1.24% | $9,031,311 |
| APPLE INC | AAPL | Technology | 0.85% | 31,138 | -757 | -2.37% | $9,010,235 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.82% | 186,762 | +2,019 | +1.09% | $8,708,712 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.79% | 185,179 | +3,388 | +1.86% | $8,351,573 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.32% | 6,819 | +194 | +2.93% | $3,412,159 |
| NVIDIA CORPORATION | NVDA | Technology | 0.18% | 9,752 | +575 | +6.27% | $1,951,307 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.18% | 8,163 | -245 | -2.91% | $1,931,585 |
| MICROSOFT CORP | MSFT | Technology | 0.17% | 4,803 | -6 | -0.12% | $1,791,704 |
| CATERPILLAR INC | CAT | Industrials | 0.17% | 1,666 | +48 | +2.97% | $1,773,603 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.17% | 35,784 | -589 | -1.62% | $1,749,104 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.15% | 6,889 | +11 | +0.16% | $1,641,924 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.13% | 4,214 | +123 | +3.01% | $1,379,298 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.11% | 3,248 | - | - | $1,145,505 |
Showing 30 of 82 holdings in the latest reporting period.