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Portfolio (Quarterly) Guide ↗

Planning Center, Inc.

· CIK 0001910966
13F Portfolio $1.1B AUM 84 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 12 New 34 Added 23 Reduced 4 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 1,707.0 $610K 0.06% +518.0 +43.6% $357.41 -4.7%
22 IBM INTERNATIONAL BUSINESS MACHS Technology 1,970.0 $554K 0.05% +383.0 +24.1% $281.19 -16.9%
23 UNH UNITEDHEALTH GROUP INC Healthcare 1,112.0 $462K 0.04% +8.0 +0.7% $415.63 -7.4%
24 RTX RTX CORPORATION Industrials 2,328.0 $442K 0.04% +471.0 +25.4% $189.76 +11.9%
25 IWF ISHARES TR 3,308.0 $411K 0.04% +2K +226.6% $124.17 -1.9%
26 VOO VANGUARD INDEX FDS 577.0 $396K 0.04% +138.0 +31.4% $687.08 +2.0%
27 GLD SPDR GOLD TR Financial Services 931.0 $343K 0.03% +28.0 +3.1% $368.38 +12.7%
28 ABBV ABBVIE INC Healthcare 1,343.0 $338K 0.03% +51.0 +4.0% $251.64 +4.0%
29 SBUX STARBUCKS CORP Consumer Cyclical 3,112.0 $318K 0.03% +81.0 +2.7% $102.19 +1.8%
30 WEC WEC ENERGY GROUP INC Utilities 2,611.0 $305K 0.03% +229.0 +9.6% $116.77 -7.1%
31 MRK MERCK & CO INC Healthcare 2,199.0 $283K 0.03% +67.0 +3.1% $128.51 +16.1%
32 TMUS T-MOBILE US INC Communication Services 1,634.0 $274K 0.03% +51.0 +3.2% $167.73 +8.0%
33 DFUS DIMENSIONAL ETF TRUST 3,211.0 $263K 0.03% +16.0 +0.5% $81.93 +1.6%
34 AVGO BROADCOM INC Technology 691.0 $261K 0.03% +4.0 +0.6% $377.75 -3.6%
Page 2 of 2  ·  34 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Industrials 29.5%
Financial Services 9.4%
Healthcare 7.6%
Consumer Cyclical 7.3%
Consumer Defensive 4.8%
Communication Services 3.7%
Utilities 1.4%
Energy 0.4%
Real Estate 0.1%