Planning Center, Inc. Top Holdings and 13F Report (2026) About Planning Center, Inc.Investment ActivityPlanning Center, Inc. has $1.07 billion in total holdings as of September 30, 2026.Planning Center, Inc. owns shares of 85 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 9.16% of the portfolio was purchased this quarter.About 6.96% of the portfolio was sold this quarter.This quarter, Planning Center, Inc. has purchased 84 new stocks and bought additional shares in 40 stocks.Planning Center, Inc. sold shares of 25 stocks and completely divested from 7 stocks this quarter.Largest Holdings DIMENSIONAL ETF TRUST $191,041,134Dimensional Short-Duration Fixed Income ETF $140,852,682Dimensional World ex U.S. Core Equity 2 ETF $90,449,441DIMENSIONAL ETF TRUST $84,992,137Dimensional U.S. Core Equity 2 ETF $82,913,121 Largest New Holdings this Quarter 25239Y196 - DFA INVT DIMENSIONS GROUP IN $70,631,216 Holding87612E106 - Target $1,067,999 Holding00827B106 - Affirm $928,859 Holding038222105 - Applied Materials $673,487 Holding00724F101 - Adobe $276,411 Holding Largest Purchases this Quarter DFA INVT DIMENSIONS GROUP IN 1,685,307 shares (about $70.63M)Dimensional Short-Duration Fixed Income ETF 126,601 shares (about $5.88M)DIMENSIONAL ETF TRUST 105,188 shares (about $5.31M)DIMENSIONAL ETF TRUST 66,475 shares (about $3.40M)Dimensional Inflation-Protected Securities ETF 59,486 shares (about $2.32M) Largest Sales this Quarter VANGUARD INSTL INDEX FD 12,311 shares (about $932.19K)VANGUARD INSTL INDEX FD 8,191 shares (about $619.40K)Dimensional US Marketwide Value ETF 9,300 shares (about $511.50K)Deere & Company 478 shares (about $320.99K)Procter & Gamble 1,743 shares (about $253.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlanning Center, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDIMENSIONAL ETF TRUST$191,041,134$5,310,942 ▲2.9%3,783,74217.8%ULTR FIX INC ETFDFSDDimensional Short-Duration Fixed Income ETF$140,852,682$5,883,402 ▲4.4%3,030,91513.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$90,449,441$1,917,710 ▲2.2%2,443,2598.4%ETFDIMENSIONAL ETF TRUST$84,992,137$3,399,432 ▲4.2%1,661,9997.9%INTL COR FIX ETFDFACDimensional U.S. Core Equity 2 ETF$82,913,121$142,329 ▼-0.2%1,865,3127.7%ETFDFA INVT DIMENSIONS GROUP IN$70,631,216$70,631,216 ▲New Holding1,685,3076.6%U.S. HIGH RELATIDIHPDimensional International High Profitability ETF$64,319,634$1,519,453 ▲2.4%1,909,1616.0%ETFDFIPDimensional Inflation-Protected Securities ETF$44,724,442$2,323,523 ▲5.5%1,145,0194.2%ETFDFIVDimensional International Value ETF$37,966,471$365,548 ▲1.0%679,6723.5%ETFDFUVDimensional US Marketwide Value ETF$37,940,902$511,500 ▼-1.3%689,8353.5%ETFDFATDimensional U.S. Targeted Value ETF$31,075,367$27,905 ▲0.1%467,7212.9%ETFDISVDimensional International Small Cap Value ETF$30,639,710$445,671 ▲1.5%707,7782.9%ETFDFASDimensional U.S. Small Cap ETF$23,248,408$16,413 ▼-0.1%300,2892.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$18,419,713$543,211 ▲3.0%463,7391.7%ETFDFGRDimensional Global Real Estate ETF$15,292,285$360,955 ▲2.4%565,3341.4%ETFDFISDimensional International Small Cap ETF$15,252,613$283,391 ▲1.9%420,9941.4%ETFAAPLApple$10,175,730$193,817 ▼-1.9%30,5560.9%TechnologyDFSBDimensional Global Sustainability Fixed Income ETF$10,022,893$444,163 ▲4.6%202,2800.9%ETFDEDeere & Company$9,240,269$320,992 ▼-3.4%13,7600.9%IndustrialsDFSUDimensional US Sustainability Core 1 ETF$8,722,346$87,217 ▼-1.0%184,9130.8%ETFDFSIDimensional International Sustainability Core 1 ETF$8,439,021$74,485 ▲0.9%186,8280.8%ETFBRK.BBerkshire Hathaway$3,403,488$7,967 ▲0.2%6,8350.3%FinanceMSFTMicrosoft$2,590,323$126,695 ▲5.1%5,0500.2%TechnologyNVDANVIDIA$2,291,826$64,632 ▲2.9%10,0350.2%TechnologyVANGUARD INSTL INDEX FD$1,978,109$932,189 ▼-32.0%26,1240.2%0 3 MO TR BI ETFAMZNAmazon.com$1,764,729$48,335 ▲2.8%7,0830.2%Consumer DiscretionaryDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,754,138$23,982 ▲1.4%36,2800.2%ETFVIGVanguard Dividend Appreciation ETF$1,696,390$208,112 ▼-10.9%7,2710.2%ETFCATCaterpillar$1,589,221$238,383 ▲17.6%1,9600.1%IndustrialsJPMJPMorgan Chase & Co.$1,411,660$17,534 ▲1.3%4,2670.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$1,150,554$9,450 ▲0.8%32,0220.1%ETFIVViShares Core S&P 500 ETF$1,149,1900.0%1,5010.1%ETFSPYSPDR S&P 500 ETF Trust$1,082,9380.0%1,4200.1%ETFTGTTarget$1,067,999$1,067,999 ▲New Holding6,8160.1%Consumer StaplesLLYEli Lilly and Company$1,058,728$410,763 ▲63.4%9150.1%HealthcareAFRMAffirm$928,859$928,859 ▲New Holding13,4170.1%FinanceVANGUARD INSTL INDEX FD$901,995$619,403 ▼-40.7%11,9280.1%ULTR SHOR TR ETFORCLOracle$878,817$3,295 ▲0.4%6,4010.1%TechnologyHDHome Depot$865,703$58,320 ▼-6.3%3,0430.1%Consumer DiscretionaryVTESVanguard Short-Term Tax-Exempt Bond ETF$823,803$178,860 ▼-17.8%8,3550.1%ETFJNJJohnson & Johnson$805,087$9,001 ▼-1.1%3,0410.1%HealthcareVTVVanguard Value ETF$762,460$1,296 ▲0.2%3,5290.1%ETFIVWiShares S&P 500 Growth ETF$730,6470.0%5,1360.1%ETFVTIVanguard Total Stock Market ETF$719,4630.0%1,9220.1%ETFGOOGAlphabet$703,199$34,410 ▲5.1%2,0640.1%Communication ServicesAMATApplied Materials$673,487$673,487 ▲New Holding1,3170.1%TechnologyVVisa$650,747$8,265 ▼-1.3%1,8110.1%FinanceWALMART INC$630,067$19,537 ▼-3.0%6,0630.1%COMPGProcter & Gamble$627,544$253,197 ▼-28.7%4,3200.1%Consumer StaplesGOOGLAlphabet$608,529$21,328 ▲3.6%1,7690.1%Communication ServicesINTCIntel$549,571$50,376 ▲10.1%4,5710.1%TechnologyISRGIntuitive Surgical$489,989$1,220 ▲0.2%1,2050.0%HealthcareKOCoca-Cola$462,326$3,271 ▲0.7%5,3710.0%Consumer StaplesIXUSiShares Core MSCI Total International Stock ETF$458,0420.0%4,8220.0%ETFRTXRTX$431,627$557 ▼-0.1%2,3250.0%IndustrialsCOMMUNITY WEST BANCSHARES NE$424,0090.0%16,2830.0%COMIWFiShares Russell 1000 Growth ETF$414,3600.0%3,3080.0%ETFVOOVanguard S&P 500 ETF$414,138$9,810 ▲2.4%5910.0%ETFUNHUnitedHealth Group$411,864$3,671 ▲0.9%1,1220.0%HealthcareTEXTerex$361,362$105 ▲0.0%6,8700.0%IndustrialsGLDSPDR Gold Shares$346,184$8,378 ▼-2.4%9090.0%ETFABBVAbbVie$341,637$9,679 ▼-2.8%1,3060.0%HealthcareQQQInvesco QQQ$334,379$11,097 ▼-3.2%4520.0%ETFMRKMerck & Co., Inc.$319,287$291 ▼-0.1%2,1970.0%HealthcareIBMInternational Business Machines$311,563$121,591 ▼-28.1%1,4170.0%TechnologySCHBSchwab US Broad Market ETF$305,7310.0%10,4310.0%ETFSBUXStarbucks$286,464$5,919 ▼-2.0%3,0490.0%Consumer DiscretionaryVYMVanguard High Dividend Yield ETF$282,4640.0%1,8200.0%ETFADBEAdobe$276,411$276,411 ▲New Holding1,1520.0%TechnologyVUSBVanguard Ultra-Short Bond ETF$272,4750.0%5,4990.0%ETFDFUSDimensional U.S. Equity ETF$267,208$581 ▲0.2%3,2180.0%ETFXELXcel Energy$264,018$423 ▲0.2%3,7460.0%UtilitiesAVGOBroadcom$259,881$17,208 ▲7.1%7400.0%TechnologyTMUST-Mobile US$259,786$6,686 ▼-2.5%1,5930.0%Communication ServicesUNPUnion Pacific$257,805$3,811 ▲1.5%9470.0%IndustrialsDHRDanaher$246,142$1,329 ▲0.5%1,1110.0%HealthcareXLKTechnology Select Sector SPDR Fund$245,2770.0%1,2530.0%ETFWECWEC Energy Group$240,763$22,373 ▼-8.5%2,3890.0%UtilitiesDFCFDimensional Core Fixed Income ETF$234,8620.0%5,8540.0%ETFDFA INVT DIMENSIONS GROUP IN$226,694$226,694 ▲New Holding6,0500.0%U.S. SML CP VALDIASPDR Dow Jones Industrial Average ETF Trust$223,957$7,635 ▲3.5%4400.0%ETFGILDGilead Sciences$218,209$218,209 ▲New Holding1,4640.0%HealthcareAMGNAmgen$216,656$216,656 ▲New Holding5140.0%HealthcareVBKVanguard Small-Cap Growth ETF$211,144$2,365 ▼-1.1%6250.0%ETFARECAmerican Resources$201,527$60,210 ▲42.6%112,5850.0%MaterialsDUHPDimensional US High Profitability ETF$0$69,820,466 ▼-100.0%00.0%ETFDFSVDimensional US Small Cap Value ETF$0$234,680 ▼-100.0%00.0%ETFHWMHowmet Aerospace$0$231,757 ▼-100.0%00.0%IndustrialsBABoeing$0$217,551 ▼-100.0%00.0%IndustrialsIJRiShares Core S&P Small-Cap ETF$0$214,901 ▼-100.0%00.0%ETFVGSHVanguard Short-Term Treasury ETF$0$203,933 ▼-100.0%00.0%ETFREAXReal REMAX Group$0$36,908 ▼-100.0%00.0%Real EstateShowing largest 100 holdings. 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