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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 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFSI DIMENSIONAL ETF TRUST 185,179.0 $8.4M 0.79% -5K -2.8% $45.10 +4.2%
22 BERKSHIRE HATHAWAY INC DEL 6,819.0 $3.4M 0.32% +136.0 +2.0% $500.39
23 VBIL VANGUARD INSTL INDEX FD 38,435.0 $2.9M 0.27% +32K +486.3% $75.68 -0.1%
24 NVDA NVIDIA CORPORATION Technology 9,752.0 $2.0M 0.18% +2K +27.1% $200.09 +8.4%
25 VIG VANGUARD SPECIALIZED FUNDS 8,163.0 $1.9M 0.18% -2K -17.2% $236.63 +2.4%
26 MSFT MICROSOFT CORP Technology 4,803.0 $1.8M 0.17% +545.0 +12.8% $373.04 +29.0%
27 CAT CATERPILLAR INC Industrials 1,666.0 $1.8M 0.17% +343.0 +25.9% $1064.59 -23.4%
28 DFSE DIMENSIONAL ETF TRUST 35,784.0 $1.7M 0.17% -2K -4.9% $48.88 -1.3%
29 AMZN AMAZON COM INC Consumer Cyclical 6,889.0 $1.6M 0.15% -805.0 -10.5% $238.34 +9.1%
30 VGUS VANGUARD INSTL INDEX FD 20,119.0 $1.5M 0.14% -10K -33.5% $75.66 -0.1%
31 JPM JPMORGAN CHASE & CO Financial Services 4,214.0 $1.4M 0.13% +531.0 +14.4% $327.31 +7.4%
32 HD HOME DEPOT INC Consumer Cyclical 3,248.0 $1.1M 0.11% +53.0 +1.7% $352.68 -5.2%
33 IVV ISHARES TR 1,501.0 $1.1M 0.11% -286.0 -16.0% $748.65 +2.4%
34 SCHG SCHWAB STRATEGIC TR 31,759.0 $1.1M 0.10% -353.0 -1.1% $33.84 +3.7%
35 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,420.0 $1.1M 0.10% $746.77 +2.1%
36 VTES VANGUARD WELLINGTON FD 10,169.0 $1.0M 0.10% -495.0 -4.6% $101.31 -0.5%
37 ORCL ORACLE CORP Technology 6,377.0 $935K 0.09% $146.54 -3.1%
38 PG PROCTER & GAMBLE CO Consumer Defensive 6,063.0 $889K 0.08% +117.0 +2.0% $146.65 -2.5%
39 JNJ JOHNSON & JOHNSON Healthcare 3,075.0 $781K 0.07% +505.0 +19.6% $253.94 +5.3%
40 VTV VANGUARD INDEX FDS 3,523.0 $768K 0.07% $217.91 +3.3%
Page 2 of 5  ·  84 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%