Planning Center, Inc. 13F Holdings · Q2 2026
Planning Center, Inc. reported 84 securities worth $1.06B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DUSB (17.63%), DFSD (13.09%), DFAX (8.31%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DUSB | DIMENSIONAL ETF TRUST | $186.8M | 17.63% | 3.7M | Added |
| 2 | DFSD | DIMENSIONAL ETF TRUST | $138.7M | 13.09% | 2.9M | Added |
| 3 | DFAX | DIMENSIONAL ETF TRUST | $88.1M | 8.31% | 2.4M | Trimmed |
| 4 | DFGX | DIMENSIONAL ETF TRUST | $85.5M | 8.07% | 1.6M | Added |
| 5 | DFAC | DIMENSIONAL ETF TRUST | $82.9M | 7.82% | 1.9M | Trimmed |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $69.8M | 6.59% | 1.7M | Added |
| 7 | DIHP | DIMENSIONAL ETF TRUST | $63.6M | 6.00% | 1.9M | Added |
| 8 | DFIP | DIMENSIONAL ETF TRUST | $44.8M | 4.23% | 1.1M | Added |
| 9 | DFUV | DIMENSIONAL ETF TRUST | $38.5M | 3.63% | 699,135 | Trimmed |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $36.4M | 3.43% | 673,128 | Trimmed |
| 11 | DFAT | DIMENSIONAL ETF TRUST | $32.7M | 3.08% | 467,301 | Trimmed |
| 12 | DISV | DIMENSIONAL ETF TRUST | $28.0M | 2.64% | 697,483 | Added |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $24.7M | 2.33% | 300,501 | Added |
| 14 | DFEM | DIMENSIONAL ETF TRUST | $18.3M | 1.73% | 450,063 | Trimmed |
| 15 | DFGR | DIMENSIONAL ETF TRUST | $16.0M | 1.51% | 551,990 | Added |
| 16 | DFIS | DIMENSIONAL ETF TRUST | $14.5M | 1.37% | 413,172 | Added |
| 17 | DFSB | DIMENSIONAL ETF TRUST | $10.1M | 0.95% | 193,316 | Added |
| 18 | AAPL | APPLE INC | $9.0M | 0.85% | 31,138 | Trimmed |
| 19 | DE | DEERE & CO | $9.0M | 0.85% | 14,238 | Added |
| 20 | DFSU | DIMENSIONAL ETF TRUST | $8.7M | 0.82% | 186,762 | Added |
| 21 | DFSI | DIMENSIONAL ETF TRUST | $8.4M | 0.79% | 185,179 | Added |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.4M | 0.32% | 6,819 | Added |
| 23 | VBIL | VANGUARD INSTL INDEX FD | $2.9M | 0.27% | 38,435 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $2.0M | 0.18% | 9,752 | Added |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $1.9M | 0.18% | 8,163 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR