Planning Center, Inc.
Planning Center, Inc. reported 84 holdings worth US$1.06B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Planning Center, Inc. reported 84 holdings worth US$1.06B as of Jun 30, 2026. Largest: Deere & Company, Apple Inc and Berkshire Hathaway Inc. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 84
- Value as reported
- US$1.06B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Deere & Company | 14,238 | US$9.03M | 0.85% |
| Apple Inc | 31,138 | US$9.01M | 0.85% |
| Berkshire Hathaway Inc. | 6,819 | US$3.41M | 0.32% |
| Nvidia Corporation | 9,752 | US$1.95M | 0.18% |
| Microsoft Corp. | 4,803 | US$1.79M | 0.17% |
| Caterpillar, Inc. | 1,666 | US$1.77M | 0.17% |
| Amazon.com, Inc. | 6,889 | US$1.64M | 0.15% |
| Jp Morgan Chase & Co. | 4,214 | US$1.38M | 0.13% |
| Alphabet Inc (google) Class C | 3,648 | US$1.3M | 0.12% |
| Home Depot, Inc. (the) | 3,248 | US$1.15M | 0.11% |
| Oracle Corporation | 6,377 | US$935K | 0.09% |
| Procter & Gamble Company (the) | 6,063 | US$889K | 0.08% |
| Johnson & Johnson | 3,075 | US$781K | 0.07% |
| Walmart Inc. | 6,251 | US$708K | 0.07% |
| Eli Lilly And Company | 560 | US$672K | 0.06% |
| Visa Inc. | 1,834 | US$629K | 0.06% |
| Intel Corporation | 4,152 | US$580K | 0.05% |
| International Business Machines Corporation | 1,970 | US$554K | 0.05% |
| Terex Corporation | 6,868 | US$497K | 0.05% |
| Intuitive Surgical, Inc. | 1,202 | US$478K | 0.05% |
| Unitedhealth Group Incorporated | 1,112 | US$462K | 0.04% |
| Rtx Corporation | 2,328 | US$442K | 0.04% |
| Community West Bancshares | 16,283 | US$437K | 0.04% |
| Coca-cola Company (the) | 5,333 | US$433K | 0.04% |
| Abbvie Inc. | 1,343 | US$338K | 0.03% |
| Starbucks Corporation | 3,112 | US$318K | 0.03% |
| Wec Energy Group, Inc. | 2,611 | US$305K | 0.03% |
| Xcel Energy Inc. | 3,740 | US$300K | 0.03% |
| Merck & Company, Inc. | 2,199 | US$283K | 0.03% |
| T-mobile Us, Inc. | 1,634 | US$274K | 0.03% |
| Broadcom Inc. | 691 | US$261K | 0.02% |
| Union Pacific Corporation | 933 | US$254K | 0.02% |
| Howmet Aerospace Inc. | 862 | US$232K | 0.02% |
| Boeing Company (the) | 1,005 | US$218K | 0.02% |
| Danaher Corporation | 1,105 | US$210K | 0.02% |
| American Resources Corporation | 78,948 | US$170K | 0.02% |
| The Real Brokerage, Inc. | 20,279 | US$36,908 | <0.01% |
| Amgen Inc. | 0 | US$0 | 0.00% |
| Gilead Sciences, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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