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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 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DHR DANAHER CORP DEL Healthcare 1,105.0 $210K 0.02% $190.48 +14.9%
82 VGSH VANGUARD SCOTTSDALE FDS 3,504.0 $204K 0.02% -307.0 -8.1% $58.20 -0.1%
83 AREC AMERICAN RES CORP Energy 78,948.0 $170K 0.02% NEW $2.15 +19.8%
84 REAX THE REAL BROKERAGE INC Real Estate 20,279.0 $37K 0.00% NEW $1.82 +51.5%
Page 5 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%