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Portfolio (Quarterly) Guide ↗

Planning Center, Inc.

· CIK 0001910966
13F Portfolio $953M AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 74 New
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 1,784.0 $609K 0.06% NEW $341.38 -3.1%
42 VTI VANGUARD INDEX FDS 1,695.0 $556K 0.06% NEW $328.13 +11.3%
43 VBIL VANGUARD INSTL INDEX FD 7,164.0 $542K 0.06% NEW $75.62 -0.0%
44 ISRG INTUITIVE SURGICAL INC Healthcare 1,201.0 $537K 0.06% NEW $447.23 -1.7%
45 JNJ JOHNSON & JOHNSON Healthcare 2,570.0 $477K 0.05% NEW $185.42 +25.0%
46 IWF ISHARES TR 1,013.0 $474K 0.05% NEW $468.41 -73.4%
47 GOOG ALPHABET INC Communication Services 1,882.0 $458K 0.05% NEW $243.49 +57.5%
48 IBM INTERNATIONAL BUSINESS MACHS Technology 1,587.0 $448K 0.05% NEW $282.24 -10.4%
49 LLY ELI LILLY & CO Healthcare 560.0 $427K 0.04% NEW $763.00 +36.5%
50 IXUS ISHARES TR 4,822.0 $398K 0.04% NEW $82.58 +15.2%
51 REV GROUP INC 7,000.0 $397K 0.04% NEW $56.67
52 UNH UNITEDHEALTH GROUP INC Healthcare 1,104.0 $381K 0.04% NEW $345.30 +11.0%
53 TMUS T-MOBILE US INC Communication Services 1,583.0 $379K 0.04% NEW $239.38 -20.6%
54 KO COCA COLA CO Consumer Defensive 5,399.0 $358K 0.04% NEW $66.32 +22.4%
55 VUSB VANGUARD BD INDEX FDS 6,759.0 $338K 0.04% NEW $49.99 -0.5%
56 UNITED SEC BANCSHARES CALIF 36,025.0 $336K 0.04% NEW $9.33
57 GLD SPDR GOLD TR Financial Services 903.0 $321K 0.03% NEW $355.47 +17.3%
58 RTX RTX CORPORATION Industrials 1,857.0 $311K 0.03% NEW $167.33 +4.5%
59 XEL XCEL ENERGY INC Utilities 3,805.0 $307K 0.03% NEW $80.65 -1.0%
60 SCHB SCHWAB STRATEGIC TR 11,879.0 $305K 0.03% NEW $25.71 +11.2%
Page 3 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.5%
Industrials 23.8%
Consumer Cyclical 9.6%
Financial Services 8.9%
Healthcare 6.8%
Consumer Defensive 5.7%
Communication Services 4.0%
Utilities 1.7%