Planning Center, Inc. Portfolio Holdings
Planning Center, Inc.
- $680 Million
- Q3 2025
Planning Center, Inc. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $680 Million distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Short Durat with a value of $117M, Dimensional ETF Tr with a value of $88.1M, Dimensional ETF Tr U S Core Eq with a value of $79.8M, Dimensional ETF Tr Dimensional with a value of $64.9M, and Dimensional ETF Tr Dimensional with a value of $60.2M.
Examining the 13F form we can see an increase of $35.2M in the current position value, from $645M to 680M.
Below you can find more details about Planning Center, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$680 Million
ETFs: $555 Million
Technology: $13.5 Million
Industrials: $8.52 Million
Financial Services: $5.51 Million
Consumer Cyclical: $3.27 Million
Healthcare: $2.34 Million
Consumer Defensive: $1.94 Million
Communication Services: $1.38 Million
Other: $578,000