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Portfolio (Quarterly) Guide ↗

Planning Center, Inc.

· CIK 0001910966
13F Portfolio $979M AUM 76 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 12 Added 26 Reduced 1 Exited
Page 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC Healthcare 1,292.0 $295K 0.03% $228.49 -6.1%
62 XEL XCEL ENERGY INC Utilities 3,736.0 $276K 0.03% -69.0 -1.8% $73.86 +8.1%
63 VOO VANGUARD INDEX FDS 439.0 $275K 0.03% $627.37 +8.8%
64 VYM VANGUARD WHITEHALL FDS 1,820.0 $261K 0.03% $143.52 +9.6%
65 SBUX STARBUCKS CORP Consumer Cyclical 3,031.0 $255K 0.03% -352.0 -10.4% $84.21 +26.5%
66 DHR DANAHER CORPORATION Healthcare 1,100.0 $252K 0.03% $228.92 -24.3%
67 WEC WEC ENERGY GROUP INC Utilities 2,382.0 $251K 0.03% $105.46 +4.9%
68 DFCF DIMENSIONAL ETF TRUST 5,854.0 $249K 0.03% $42.56 -1.5%
69 AVGO BROADCOM INC Technology 687.0 $238K 0.02% $346.10 +19.8%
70 DFUS DIMENSIONAL ETF TRUST 3,195.0 $237K 0.02% $74.17 +8.9%
71 UNP UNION PAC CORP Industrials 1,000.0 $231K 0.02% $231.33 +14.9%
72 META META PLATFORMS INC Communication Services 346.0 $228K 0.02% $660.21 -8.0%
73 AMGN AMGEN INC Healthcare 689.0 $226K 0.02% NEW $327.31 +3.1%
74 MRK MERCK & CO INC Healthcare 2,132.0 $224K 0.02% NEW $105.24 +10.1%
75 VGSH VANGUARD SCOTTSDALE FDS 3,811.0 $224K 0.02% $58.73 -0.9%
76 DIA SPDR DOW JONES INDL AVERAGE Financial Services 423.0 $203K 0.02% NEW $480.73 +4.7%
Page 4 of 4  ·  76 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 40.3%
Industrials 22.3%
Financial Services 9.2%
Healthcare 8.7%
Consumer Cyclical 8.6%
Consumer Defensive 5.2%
Communication Services 4.2%
Utilities 1.5%