StockDriftsStockDriftsTop 50 Planning Center, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DUSB | DIMENSIONAL ETF TRUST | 17.63% | 3.68M | $186.8M | +3.54%(+125.93K) | $50.65(+0.39%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 13.09% | 2.90M | $138.7M | +3.42%(+96.06K) | $47.24(+0.46%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 8.31% | 2.39M | $88.1M | -1.75%(-42.57K) | $22.99(+65.87%) | 2026-06-30 | |
| DFGX | DIMENSIONAL ETF TRUST | 8.07% | 1.60M | $85.5M | +2.77%(+42.95K) | $52.84(-1.21%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.82% | 1.87M | $82.9M | -0.50%(-9.46K) | $25.73(+78.95%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.59% | 1.67M | $69.8M | +1.27%(+20.92K) | $24.70(+72.34%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 6% | 1.86M | $63.6M | +2.01%(+36.82K) | $22.50(+58.08%) | 2026-06-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 4.23% | 1.09M | $44.8M | +2.53%(+26.74K) | $41.24(-1.62%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.63% | 699.1K | $38.5M | -1.72%(-12.21K) | $32.05(+79.55%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.43% | 673.1K | $36.4M | -0.11%(-753) | $30.73(+89.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.74% | +35.80% | — | — | +21.11% |
| Top 20 Holdings Unweighted | +12.72% | +43.21% | — | — | +34.03% |
Planning Center, Inc. reports $1.06B in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are DUSB (17.6%), DFSD (13.1%) and DFAX (8.3%). The top 20 holdings account for 94.93% of reported assets. Its disclosed equity book has returned +35.80% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Planning Center, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Planning Center, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910966). View Planning Center, Inc.’s 13F filings on SEC