Planning Center, Inc.
All 13F Filings
- Location
- Moline, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 979,264
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 76 | 979,264 | 13F-HR | Planning Center, Inc. |
| Q3 2025 | 10/30/2025 | 74 | 952,684 | 13F-HR | Planning Center, Inc. |
| Q2 2025 | 7/31/2025 | 74 | 904,421 | 13F-HR | Planning Center, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 950.3 K | 97.0% | 27.47 K | 0 | 27.47 K |
| ETFs | 28.93 K | 3.0% | 0 | 886 | -886 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
979,264
Holdings
76
QoQ value change ($000)
26,580
(2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.