13F Filings History of Planning Center, Inc.

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$979,263,550
Signature - Title
Brett Lee - Chief Compliance Officer
Location
Moline, IL
Summary
This page shows a list of all the recent 13F filings made by Planning Center, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Planning Center, Inc. reported 76 stock holdings with total value $979,263,550 as of Q4 2025. Top holdings included DUSB, DFSD, DFAX, DFGX, and DFAC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 76 $979,263,550 +$48,490,474 -$37,252,149 +$11,238,325 DUSB, DFSD, DFAX, DFGX, DFAC 13F-HR 30 Jan 2026, 18:57
Q3 2025 74 $952,683,811 +$18,373,069 -$6,193,821 +$12,179,248 DUSB, DFSD, DFAX, DFAC, DFGX 13F-HR 30 Oct 2025, 12:11
Q2 2025 74 $904,420,645 +$24,382,754 -$8,803,240 +$15,579,514 DUSB, DFSD, DFAX, DFAC, DFGX 13F-HR 30 Jul 2025, 17:52
Q1 2025 72 $844,893,655 +$50,543,274 -$2,080,621 +$48,462,653 DUSB, DFSD, DFAX, DFAC, DFGX 13F-HR 18 Apr 2025, 15:10
Q4 2024 68 $788,291,744 +$9,986,727 -$8,131,470 +$1,855,257 DUSB, DFSD, DFAX, DFAC, DFGX 13F-HR 22 Jan 2025, 19:15
Q3 2024 73 $811,699,938 +$12,850,622 -$2,848,254 +$10,002,368 DUSB, DFSD, DFAX, DFAC, DFGX 13F-HR 12 Nov 2024, 10:04
Q2 2024 65 $765,328,825 +$309,693,392 -$768,878 +$308,924,514 DUSB, DFSD, DFAX, DFAC, DFGX 13F-HR 08 Aug 2024, 13:21
Q1 2024 58 $459,480,830 +$10,126,068 -$8,287,720 +$1,838,348 DFAX, DFAC, DUHP, DIHP, DFIV 13F-HR 22 Apr 2024, 18:04
Q4 2023 59 $431,272,695 +$13,008,268 -$5,365,021 +$7,643,247 DFAX, DFAC, DUHP, DIHP, DFIV 13F-HR 22 Jan 2024, 19:35
Q3 2023 63 $384,871,005 +$8,609,933 -$4,468,227 +$4,141,706 DFAX, DFAC, DUHP, DIHP, DFIV 13F-HR 25 Oct 2023, 17:42
Q2 2023 70 $393,550,074 +$25,914,661 -$4,217,403 +$21,697,258 DFAX, DFAC, DUHP, DIHP, DFIV 13F-HR 20 Jul 2023, 13:36
Q1 2023 65 $363,923,061 +$28,059,874 -$14,480,556 +$13,579,318 DFAX, DFAC, DUHP, DIHP, DFIV 13F-HR 17 Apr 2023, 16:33
Q4 2022 70 $328,718,269 +$190,870,590 -$1,672,554 +$189,198,036 DFAX, DFAC, DFIV, DFUV, DUHP 13F-HR 27 Jan 2023, 21:26
Q3 2022 46 $126,191,000 +$6,607,067 -$1,487,118 +$5,119,949 DFAX, DFAC, DFUV, DFIV, DFAS 13F-HR 18 Oct 2022, 17:32
Q2 2022 48 $126,898,000 +$100,924,321 -$1,726,965 +$99,197,356 DFAX, DFAC, DFUV, DFIV, DFAS 13F-HR 11 Jul 2022, 15:45
Q1 2022 46 $34,799,000 +$727,720 -$91,546,718 -$90,818,998 DE, AAPL, BRKB, VIG, AMZN 13F-HR 15 Apr 2022, 17:25
Q4 2021 52 $125,392,000 $0 $0 $0 DFAX, DFAC, DFIV, DFAT, DFAS 13F-HR 14 Feb 2022, 18:18