Planning Center, Inc. Top Holdings and 13F Report (2026) About Planning Center, Inc.Investment ActivityPlanning Center, Inc. has $987.07 million in total holdings as of March 31, 2026.Planning Center, Inc. owns shares of 78 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.28% of the portfolio was purchased this quarter.About 2.18% of the portfolio was sold this quarter.This quarter, Planning Center, Inc. has purchased 76 new stocks and bought additional shares in 32 stocks.Planning Center, Inc. sold shares of 28 stocks and completely divested from 2 stocks this quarter.Largest Holdings DIMENSIONAL ETF TRUST $180,153,715Dimensional Short-Duration Fixed Income ETF $134,459,249Dimensional World ex U.S. Core Equity 2 ETF $82,683,754DIMENSIONAL ETF TRUST $81,433,021Dimensional U.S. Core Equity 2 ETF $72,978,017 Largest New Holdings this Quarter 880779103 - Terex $405,958 Holding25434V815 - Dimensional US Small Cap Value ETF $211,992 Holding375558103 - Gilead Sciences $200,275 Holding097023105 - Boeing $200,024 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 135,805 shares (about $6.89M)Dimensional Short-Duration Fixed Income ETF 114,315 shares (about $5.47M)DIMENSIONAL ETF TRUST 76,771 shares (about $4.03M)Dimensional Inflation-Protected Securities ETF 42,165 shares (about $1.76M)Dimensional US High Profitability ETF 34,783 shares (about $1.28M) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 174,690 shares (about $5.93M)Dimensional International Value ETF 73,006 shares (about $3.85M)Dimensional US Marketwide Value ETF 46,786 shares (about $2.27M)Dimensional International Small Cap Value ETF 43,813 shares (about $1.73M)Dimensional U.S. Core Equity 2 ETF 43,687 shares (about $1.70M) 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$180,153,715$6,886,672 â–²4.0%3,552,62718.3%ULTRASHORT FIXEDDFSDDimensional Short-Duration Fixed Income ETF$134,459,249$5,473,402 â–²4.2%2,808,25513.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$82,683,754$5,934,219 â–¼-6.7%2,434,0238.4%ETFDIMENSIONAL ETF TRUST$81,433,021$4,026,677 â–²5.2%1,552,5698.3%DIMENSIONAL INTEDFACDimensional U.S. Core Equity 2 ETF$72,978,017$1,697,676 â–¼-2.3%1,877,9737.4%ETFDUHPDimensional US High Profitability ETF$60,735,791$1,278,623 â–²2.2%1,652,2256.2%ETFDIHPDimensional International High Profitability ETF$58,873,769$929,096 â–¼-1.6%1,827,2436.0%ETFDFIPDimensional Inflation-Protected Securities ETF$44,172,719$1,759,124 â–²4.1%1,058,7904.5%ETFDFIVDimensional International Value ETF$35,567,437$3,853,256 â–¼-9.8%673,8813.6%ETFDFUVDimensional US Marketwide Value ETF$34,471,908$2,267,249 â–¼-6.2%711,3483.5%ETFDFATDimensional U.S. Targeted Value ETF$29,201,523$403,427 â–²1.4%467,5983.0%ETFDISVDimensional International Small Cap Value ETF$27,152,784$1,727,985 â–¼-6.0%688,4582.8%ETFDFASDimensional U.S. Small Cap ETF$21,372,233$901,858 â–¼-4.0%300,4672.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$16,644,324$336,655 â–¼-2.0%481,7461.7%ETFDFGRDimensional Global Real Estate ETF$14,542,104$57,998 â–¼-0.4%547,1071.5%ETFDFISDimensional International Small Cap ETF$13,859,616$697,945 â–¼-4.8%411,6311.4%ETFDFSBDimensional Global Sustainability Fixed Income ETF$9,777,268$245,675 â–²2.6%188,9591.0%ETFAAPLApple$8,094,682$482,965 â–¼-5.6%31,8950.8%Computer and TechnologyDEDeere & Company$7,922,251$252,358 â–¼-3.1%14,0640.8%IndustrialsDFSIDimensional International Sustainability Core 1 ETF$7,707,938$365,870 â–¼-4.5%181,7910.8%ETFDFSUDimensional US Sustainability Core 1 ETF$7,591,090$85,508 â–²1.1%184,7430.8%ETFBRK.BBerkshire Hathaway$3,174,700$27,794 â–¼-0.9%6,6250.3%FinanceVANGUARD INSTL INDEX FD$1,832,712$455,322 â–¼-19.9%24,2230.2%ULTRA-SHORT TREAVIGVanguard Dividend Appreciation ETF$1,808,199$311,187 â–¼-14.7%8,4080.2%ETFMSFTMicrosoft$1,780,185$203,968 â–²12.9%4,8090.2%Computer and TechnologyNVDANVIDIA$1,600,474$261,950 â–²19.6%9,1770.2%Computer and TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,541,113$53,132 â–¼-3.3%36,3730.2%ETFAMZNAmazon.com$1,432,481$169,948 â–¼-10.6%6,8780.1%Retail/WholesaleJPMJPMorgan Chase & Co.$1,203,386$120,015 â–²11.1%4,0910.1%FinanceCATCaterpillar$1,146,288$208,996 â–²22.3%1,6180.1%IndustrialsVTESVanguard Short-Term Tax-Exempt Bond ETF$1,078,5570.0%10,6640.1%ETFHDHome Depot$1,068,235$17,431 â–²1.7%3,2480.1%Retail/WholesaleIVViShares Core S&P 500 ETF$980,145$186,756 â–¼-16.0%1,5010.1%ETFORCLOracle$937,9300.0%6,3760.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$923,4850.0%1,4200.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$911,639$23,770 â–¼-2.5%31,2960.1%ETFPGProcter & Gamble$875,768$16,900 â–²2.0%6,0630.1%Consumer StaplesWALMART INC$764,446$16,529 â–²2.2%6,1510.1%COMJNJJohnson & Johnson$752,631$124,420 â–²19.8%3,0790.1%MedicalVTVVanguard Value ETF$691,134$2,550 â–¼-0.4%3,5230.1%ETFVTIVanguard Total Stock Market ETF$654,839$20,534 â–²3.2%2,0410.1%ETFIVWiShares S&P 500 Growth ETF$580,9330.0%5,1360.1%ETFISRGIntuitive Surgical$553,6490.0%1,2010.1%MedicalVVisa$539,1960.0%1,7840.1%Business ServicesGOOGAlphabet$537,473$2,294 â–¼-0.4%1,8740.1%Computer and TechnologyLLYEli Lilly and Company$515,0710.0%5600.1%MedicalVANGUARD INSTL INDEX FD$482,950$13,012 â–¼-2.6%6,3840.0%0-3 MO TREAS BILIBMInternational Business Machines$477,640$93,056 â–²24.2%1,9710.0%Computer and TechnologyGOOGLAlphabet$456,336$114,443 â–²33.5%1,5870.0%Computer and TechnologyRTXRTX$448,593$90,451 â–²25.3%2,3260.0%AerospaceIXUSiShares Core MSCI Total International Stock ETF$417,7780.0%4,8220.0%ManufacturingTEXTerex$405,958$405,958 â–²New Holding6,8690.0%IndustrialsKOCocaCola$404,404$152 â–²0.0%5,3180.0%Consumer StaplesIWFiShares Russell 1000 Growth ETF$395,273$36,670 â–¼-8.5%9270.0%ETFGLDSPDR Gold Shares$388,5520.0%9030.0%FinanceUBFOUnited Security Bancshares$378,6230.0%36,0250.0%FinanceTMUST-Mobile US$343,189$10,712 â–²3.2%1,6340.0%Computer and TechnologyWECWEC Energy Group$302,275$26,511 â–²9.6%2,6110.0%UtilitiesUNHUnitedHealth Group$300,896$2,165 â–²0.7%1,1120.0%MedicalXELXcel Energy$297,106$318 â–²0.1%3,7400.0%UtilitiesABBVAbbVie$292,089$11,092 â–²3.9%1,3430.0%MedicalSBUXStarbucks$278,359$6,809 â–²2.5%3,1070.0%Retail/WholesaleVUSBVanguard Ultra-Short Bond ETF$273,768$25,440 â–¼-8.5%5,4990.0%ETFVYMVanguard High Dividend Yield ETF$269,5420.0%1,8200.0%Financial ServicesMRKMerck & Co., Inc.$264,745$8,300 â–²3.2%2,2010.0%MedicalVOOVanguard S&P 500 ETF$262,4430.0%4390.0%ETFSCHBSchwab US Broad Market ETF$261,806$36,469 â–¼-12.2%10,4310.0%ETFDFCFDimensional Core Fixed Income ETF$247,1560.0%5,8540.0%ETFAMGNAmgen$242,4250.0%6890.0%MedicalDFUSDimensional U.S. Equity ETF$227,108$567 â–²0.3%3,2030.0%ETFUNPUnion Pacific$225,178$17,471 â–¼-7.2%9280.0%TransportationAVGOBroadcom$213,562$929 â–²0.4%6900.0%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$211,992$211,992 â–²New Holding6,0500.0%ETFDHRDanaher$209,508$948 â–²0.5%1,1050.0%MedicalVGSHVanguard Short-Term Treasury ETF$205,124$17,972 â–¼-8.1%3,5040.0%ETFMETAMeta Platforms$200,985$2,863 â–²1.4%3510.0%Computer and TechnologyGILDGilead Sciences$200,275$200,275 â–²New Holding1,4370.0%MedicalBABoeing$200,024$200,024 â–²New Holding1,0050.0%AerospaceREVGREV Group$0$425,670 â–¼-100.0%00.0%TransportationDIASPDR Dow Jones Industrial Average ETF Trust$0$203,348 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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