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Super Investors Planning Center, Inc.
PC

Planning Center, Inc.

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$1.06B
Positions
84
Quarter ended
June 30, 2026
Filed
July 30, 2026

Reported portfolio value by quarter (19 quarters reported)

$1.06B $34.8M
Q4 21 Q4 22 Q4 23 Q4 24 Q4 25 Q2 26

$125M in Q4 2021 → $1.06B now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 17.6% Added 3.5% 3,678,554 $187M
DE Dimensional ETF Trust 13.1% Added 3.4% 2,904,314 $139M
DE Dimensional ETF Trust 8.3% Trimmed 1.7% 2,391,457 $88.1M
DE Dimensional ETF Trust 8.1% Added 2.8% 1,595,524 $85.5M
DE Dimensional ETF Trust 7.8% Trimmed 0.5% 1,868,514 $82.9M
DE Dimensional ETF Trust 6.6% Added 1.3% 1,673,148 $69.8M
DE Dimensional ETF Trust 6.0% Added 2.0% 1,864,060 $63.6M
DE Dimensional ETF Trust 4.2% Added 2.5% 1,085,533 $44.8M
DE Dimensional ETF Trust 3.6% Trimmed 1.7% 699,135 $38.5M
DE Dimensional ETF Trust 3.4% Trimmed 0.1% 673,128 $36.4M
DE Dimensional ETF Trust 3.1% Trimmed 0.1% 467,301 $32.7M
DE Dimensional ETF Trust 2.6% Added 1.3% 697,483 $28M
DE Dimensional ETF Trust 2.3% Added 0.0% 300,501 $24.7M
DE Dimensional ETF Trust 1.7% Trimmed 6.6% 450,063 $18.3M
DE Dimensional ETF Trust 1.5% Added 0.9% 551,990 $16M
DE Dimensional ETF Trust 1.4% Added 0.4% 413,172 $14.5M
DE Dimensional ETF Trust 1.0% Added 2.3% 193,316 $10.1M
Deere & Co 0.9% Added 1.2% 14,238 $9.03M
Apple Inc 0.9% Trimmed 2.4% 31,138 $9.01M
DE Dimensional ETF Trust 0.8% Added 1.1% 186,762 $8.71M
DE Dimensional ETF Trust 0.8% Added 1.9% 185,179 $8.35M
BH Berkshire Hathaway Inc Del 0.3% Added 2.9% 6,819 $3.41M
VI Vanguard Instl Index Fd 0.3% Added 502% 38,435 $2.91M
Nvidia Corporation 0.2% Added 6.3% 9,752 $1.95M
VS Vanguard Specialized Funds 0.2% Trimmed 2.9% 8,163 $1.93M
Microsoft Corp 0.2% Trimmed 0.1% 4,803 $1.79M
Caterpillar Inc 0.2% Added 3.0% 1,666 $1.77M
DE Dimensional ETF Trust 0.2% Trimmed 1.6% 35,784 $1.75M
Amazon Com Inc 0.2% Added 0.2% 6,889 $1.64M
VI Vanguard Instl Index Fd 0.1% Trimmed 17% 20,119 $1.52M
Jpmorgan Chase & Co 0.1% Added 3.0% 4,214 $1.38M
Home Depot Inc 0.1% Unchanged 3,248 $1.15M
IT Ishares Tr 0.1% Unchanged 1,501 $1.12M
SS Schwab Strategic Tr 0.1% Added 1.5% 31,759 $1.07M
SS State Str SPDR S&P 500 ETF T 0.1% Unchanged 1,420 $1.06M
VW Vanguard Wellington Fd 0.1% Trimmed 4.6% 10,169 $1.03M
Oracle Corp 0.1% Added 0.0% 6,377 $935K
Procter & Gamble Co 0.1% Unchanged 6,063 $889K
Johnson & Johnson 0.1% Trimmed 0.1% 3,075 $781K
VI Vanguard Index Fds 0.1% Unchanged 3,523 $768K
VI Vanguard Index Fds 0.1% Trimmed 5.8% 1,922 $711K
Walmart Inc 0.1% Added 1.6% 6,251 $708K
IT Ishares Tr 0.1% Unchanged 5,136 $706K
Alphabet Inc 0.1% Added 4.7% 1,963 $693K
EL Eli Lilly & Co 0.1% Unchanged 560 $672K
Visa Inc 0.1% Added 2.8% 1,834 $629K
Alphabet Inc 0.1% Added 7.6% 1,707 $610K
Intel Corp 0.1% New 4,152 $580K
IB International Business Machs 0.1% Trimmed 0.1% 1,970 $554K
TN Terex Corp New 0.0% Trimmed 0.0% 6,868 $497K
Intuitive Surgical Inc 0.0% Added 0.1% 1,202 $478K
Unitedhealth Group Inc 0.0% Unchanged 1,112 $462K
IT Ishares Tr 0.0% Unchanged 4,822 $460K
Rtx Corporation 0.0% Added 0.1% 2,328 $442K
CW Community West Bancshares Ne 0.0% New 16,283 $437K
Coca Cola Co 0.0% Added 0.3% 5,333 $433K
IT Ishares Tr 0.0% Added 257% 3,308 $411K
VI Vanguard Index Fds 0.0% Added 31% 577 $396K
IQ Invesco Qqq Tr 0.0% New 467 $344K
SG SPDR Gold Tr 0.0% Added 3.1% 931 $343K

Showing top 60 of 84 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q2 2026

quarter ended June 30, 2026 · filed July 30, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +125,927 +$6.39M 17.6%
DE Dimensional ETF Trust Added +96,059 +$4.59M 13.1%
VI Vanguard Instl Index Fd Added +32,051 +$2.43M 0.3%
DE Dimensional ETF Trust Added +42,955 +$2.3M 8.1%
DE Dimensional ETF Trust Trimmed −42,566 −$1.57M 8.3%
DE Dimensional ETF Trust Trimmed −31,683 −$1.29M 1.7%
DE Dimensional ETF Trust Added +36,817 +$1.26M 6.0%
DE Dimensional ETF Trust Added +26,743 +$1.1M 4.2%
DE Dimensional ETF Trust Added +20,923 +$873K 6.6%
DE Dimensional ETF Trust Trimmed −12,213 −$672K 3.6%

Showing the 10 largest of 67 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 28, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +135,805 +$6.89M 18.3%
DE Dimensional ETF Trust Trimmed −174,690 −$5.93M 8.4%
DE Dimensional ETF Trust Added +114,315 +$5.47M 13.6%
DE Dimensional ETF Trust Added +76,771 +$4.03M 8.3%
DE Dimensional ETF Trust Trimmed −73,006 −$3.85M 3.6%
DE Dimensional ETF Trust Trimmed −46,786 −$2.27M 3.5%
DE Dimensional ETF Trust Added +42,165 +$1.76M 4.5%
DE Dimensional ETF Trust Trimmed −43,813 −$1.73M 2.8%
DE Dimensional ETF Trust Trimmed −43,687 −$1.7M 7.4%
DE Dimensional ETF Trust Added +34,783 +$1.28M 6.2%

Showing the 10 largest of 66 changes.

Q4 2025

quarter ended December 31, 2025 · filed February 02, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +346,870 +$17.6M 17.7%
DE Dimensional ETF Trust Added +270,402 +$13M 13.2%
DE Dimensional ETF Trust Added +161,746 +$8.51M 7.9%
DE Dimensional ETF Trust Trimmed −197,376 −$6.46M 8.7%
DE Dimensional ETF Trust Trimmed −148,446 −$5.88M 7.8%
DE Dimensional ETF Trust Added +118,283 +$4.92M 4.3%
DE Dimensional ETF Trust Trimmed −125,662 −$3.98M 6.0%
DE Dimensional ETF Trust Trimmed −100,837 −$3.83M 6.3%
DE Dimensional ETF Trust Trimmed −73,827 −$3.68M 3.8%
DE Dimensional ETF Trust Trimmed −79,886 −$3.04M 2.8%

Showing the 10 largest of 50 changes.

Q3 2025

quarter ended September 30, 2025 · filed October 30, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +140,752 +$7.15M 16.4%
DE Dimensional ETF Trust Added +97,586 +$4.7M 12.3%
DE Dimensional ETF Trust Added +47,356 +$2.56M 7.4%
DE Dimensional ETF Trust Trimmed −44,453 −$1.39M 9.2%
DE Dimensional ETF Trust Added +29,748 +$1.26M 4.0%
Oracle Corp Trimmed −3,461 −$973K 0.1%
DE Dimensional ETF Trust Trimmed −24,644 −$951K 8.4%
DE Dimensional ETF Trust Added +30,585 +$930K 6.3%
DE Dimensional ETF Trust Trimmed −17,473 −$806K 4.0%
VI Vanguard Instl Index Fd Added +8,776 +$664K 0.1%

Showing the 10 largest of 54 changes.

Q2 2025

quarter ended June 30, 2025 · filed July 31, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +127,761 +$6.48M 16.4%
DE Dimensional ETF Trust Added +60,699 +$2.91M 12.3%
DE Dimensional ETF Trust Added +71,994 +$2.58M 8.3%
DE Dimensional ETF Trust Added +41,667 +$2.25M 3.0%
DE Dimensional ETF Trust Trimmed −65,764 −$1.93M 9.3%
DE Dimensional ETF Trust Added +52,530 +$1.87M 6.7%
DE Dimensional ETF Trust Added +31,320 +$1.67M 7.5%
DE Dimensional ETF Trust Added +22,178 +$1.41M 2.4%
Apple Inc Trimmed −6,857 −$1.41M 0.8%
DE Dimensional ETF Trust Trimmed −26,649 −$1.14M 4.0%

Showing the 10 largest of 61 changes.

Q1 2025

quarter ended March 31, 2025 · filed April 18, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +305,829 +$15.5M 16.8%
DE Dimensional ETF Trust Added +217,856 +$10.4M 12.7%
DE Dimensional ETF Trust New +147,228 +$7.58M 0.9%
DE Dimensional ETF Trust Added +95,866 +$4.04M 4.2%
DE Dimensional ETF Trust Added +55,988 +$2.93M 7.6%
DE Dimensional ETF Trust Added +76,102 +$2.05M 6.3%
DE Dimensional ETF Trust Added +49,217 +$1.63M 6.5%
DE Dimensional ETF Trust Added +39,616 +$1.15M 3.0%
DE Dimensional ETF Trust Trimmed −22,993 −$905K 4.0%
DE Dimensional ETF Trust Added +24,997 +$661K 1.7%

Showing the 10 largest of 58 changes.

Q4 2024

quarter ended December 31, 2024 · filed January 23, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +35,053 +$1.64M 12.2%
DE Dimensional ETF Trust Trimmed −47,113 −$1.63M 8.9%
Apple Inc Added +5,916 +$1.48M 1.3%
DE Dimensional ETF Trust Added +24,926 +$1.26M 16.0%
DE Dimensional ETF Trust Added +23,327 +$1.22M 7.8%
DE Dimensional ETF Trust Added +43,290 +$1.09M 6.0%
DE Dimensional ETF Trust Trimmed −30,157 −$1.02M 6.9%
DE Dimensional ETF Trust Added +37,252 +$926K 9.2%
SS Schwab Strategic Tr Added +26,434 +$737K 0.1%
DE Dimensional ETF Trust Trimmed −15,706 −$595K 0.9%

Showing the 10 largest of 59 changes.

Q3 2024

quarter ended September 30, 2024 · filed November 12, 2024

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +81,817 +$4.15M 15.5%
DE Dimensional ETF Trust Added +40,098 +$1.91M 11.8%
Unitedhealth Group Inc Trimmed −1,783 −$1.04M 0.1%
DE Dimensional ETF Trust Added +35,106 +$972K 6.3%
DE Dimensional ETF Trust Added +29,178 +$788K 9.6%
DE Dimensional ETF Trust Trimmed −18,439 −$632K 8.7%
DE Dimensional ETF Trust Added +9,245 +$500K 7.7%
DE Dimensional ETF Trust Added +11,161 +$465K 4.0%
DE Dimensional ETF Trust Trimmed −13,641 −$465K 6.9%
Oracle Corp Added +2,707 +$461K 0.2%

Showing the 10 largest of 55 changes.

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