Planning Center, Inc. - Q12026 Holdings

Planning Center, Inc. holds 78 stocks with a total portfolio value of $ 987.07M as of Q12026. In Q12026, Planning Center, Inc. added 4 new positions, increased stakes in 32 stocks, reduced 28 holdings, and fully exited 2 positions. The largest holding is Dimensional Etf Trust (DUSB), representing 18.25% of the total portfolio.