Planning Center, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Planning Center, Inc. held in its portfolio 76 assets valued at $979,263,550 (i.e. $979.26M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($173.06M), DIMENSIONAL ETF TRUST ($129.17M), and DIMENSIONAL ETF TRUST ($85.38M).
The chart below shows the top 10 valuable assets, and the table below shows the top 76 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Planning Center, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3416822 | 173062034 | ULTRASHORT FIXED |
| DIMENSIONAL ETF TRUST | 2693940 | 129174423 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 2608713 | 85383180 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 1475798 | 77678633 | GLOBAL EX US COR |
| DIMENSIONAL ETF TRUST | 1921660 | 76078500 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 1617442 | 61511319 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 1856079 | 58772748 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 1016625 | 42245857 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 746887 | 37269682 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 758134 | 35321478 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 732271 | 27826298 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 461138 | 27456183 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 313146 | 21816910 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 491490 | 16258489 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 549289 | 14512215 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 432360 | 14241938 | INTL SMALL CAP E |
| DIMENSIONAL ETF TRUST | 184211 | 9542130 | GLOBAL SUSTAINA |
| APPLE INC | 33798 | 9188363 | COM |
| DIMENSIONAL ETF TRUST | 190420 | 8158546 | INTERNATIONAL |
| DIMENSIONAL ETF TRUST | 182662 | 7933011 | US SUSTAINABILTY |
| DEERE & CO | 14512 | 6756352 | COM |
| BERKSHIRE HATHAWAY INC DEL | 6683 | 3359210 | CL B NEW |
| VANGUARD INSTL INDEX FD | 30241 | 2282137 | ULTRA-SHORT TREA |
| VANGUARD SPECIALIZED FUNDS | 9855 | 2165963 | DIV APP ETF |
| MICROSOFT CORP | 4258 | 2059238 | COM |
| AMAZON COM INC | 7694 | 1775929 | COM |
| DIMENSIONAL ETF TRUST | 37627 | 1560768 | EMERGING MARKETS |
| NVIDIA CORPORATION | 7675 | 1431393 | COM |
| ORACLE CORP | 6376 | 1242689 | COM |
| ISHARES TR | 1787 | 1224322 | CORE S&P500 ETF |
| JPMORGAN CHASE & CO. | 3683 | 1186790 | COM |
| HOME DEPOT INC | 3195 | 1099400 | COM |
| VANGUARD WELLINGTON FD | 10664 | 1083196 | SHORT TRM TAX EX |
| SCHWAB STRATEGIC TR | 32112 | 1047493 | US LCAP GR ETF |
| SPDR S&P 500 ETF TR | 1420 | 968329 | TR UNIT |
| PROCTER AND GAMBLE CO | 5946 | 852127 | COM |
| CATERPILLAR INC | 1323 | 757907 | COM |
| INTUITIVE SURGICAL INC | 1201 | 680198 | COM NEW |
| VANGUARD INDEX FDS | 3536 | 675264 | VALUE ETF |
| WALMART INC | 6018 | 670465 | COM |
| VANGUARD INDEX FDS | 1977 | 662847 | TOTAL STK MKT |
| ISHARES TR | 5136 | 633063 | S&P 500 GRWT ETF |
| VISA INC | 1784 | 625667 | COM CL A |
| ELI LILLY & CO | 560 | 601821 | COM |
| ALPHABET INC | 1882 | 590442 | CAP STK CL C |
| JOHNSON & JOHNSON | 2570 | 531862 | COM |
| VANGUARD INSTL INDEX FD | 6556 | 494519 | 0-3 MO TREAS BIL |
| ISHARES TR | 1013 | 479453 | RUS 1000 GRW ETF |
| INTERNATIONAL BUSINESS MACHS | 1587 | 470231 | COM |
| REV GROUP INC | 7000 | 425670 | COM |
| ISHARES TR | 4822 | 408134 | CORE MSCI TOTAL |
| ALPHABET INC | 1189 | 372029 | CAP STK CL A |
| COCA COLA CO | 5316 | 371614 | COM |
| UNITEDHEALTH GROUP INC | 1104 | 364441 | COM |
| UNITED SEC BANCSHARES CALIF | 36025 | 362772 | COM |
| SPDR GOLD TR | 903 | 357868 | GOLD SHS |
| RTX CORPORATION | 1857 | 340574 | COM |
| T-MOBILE US INC | 1583 | 321412 | COM |
| SCHWAB STRATEGIC TR | 11884 | 311724 | US BRD MKT ETF |
| VANGUARD BD INDEX FDS | 6010 | 299538 | VANGUARD ULTRA |
| ABBVIE INC | 1292 | 295209 | COM |
| XCEL ENERGY INC | 3736 | 275941 | COM |
| VANGUARD INDEX FDS | 439 | 275416 | S&P 500 ETF SHS |
| VANGUARD WHITEHALL FDS | 1820 | 261206 | HIGH DIV YLD |
| STARBUCKS CORP | 3031 | 255237 | COM |
| DANAHER CORPORATION | 1100 | 251812 | COM |
| WEC ENERGY GROUP INC | 2382 | 251206 | COM |
| DIMENSIONAL ETF TRUST | 5854 | 249146 | CORE FIXED INCOM |
| BROADCOM INC | 687 | 237771 | COM |
| DIMENSIONAL ETF TRUST | 3195 | 236984 | US EQUITY MARKET |
| UNION PAC CORP | 1000 | 231334 | COM |
| META PLATFORMS INC | 346 | 228434 | CL A |
| AMGEN INC | 689 | 225517 | COM |
| MERCK & CO INC | 2132 | 224381 | COM |
| VANGUARD SCOTTSDALE FDS | 3811 | 223820 | SHORT TERM TREAS |
| SPDR DOW JONES INDL AVERAGE | 423 | 203348 | UT SER 1 |
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