Planning Center, Inc. Portfolio Holdings
Planning Center, Inc.
- $645 Million
- Q2 2025
Planning Center, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $645 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 $112M, Dimensional ETF Tr with a value of $83.7M, Dimensional ETF Tr U S Core Eq with a value of $75.1M, Dimensional ETF Tr Dimensional with a value of $60.8M, and Dimensional ETF Tr Dimensional with a value of $57.5M.
Examining the 13F form we can see an increase of $45M in the current position value, from $600M to 645M.
Below you can find more details about Planning Center, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$645 Million
ETFs: $526 Million
Technology: $12.2 Million
Industrials: $9.07 Million
Financial Services: $5.31 Million
Consumer Cyclical: $3.17 Million
Healthcare: $2.35 Million
Consumer Defensive: $1.96 Million
Communication Services: $1.24 Million
Other: $507,000