Planning Center, Inc. - Portfolio Stock Holdings
Planning Center, Inc. disclosed 87 stock positions in a recent SEC 13F filing. $1,059,698,854 of stock holdings were filed, with the largest holdings including DUSB, DFSD, and DFAX. This filing represented positions held on June 30, 2026, and was filed yesterday.Report Period:
June 30, 2026No. of Stocks:
87Est. Stock Holding Value:
$1,059,698,854Top Stock Holdings By Sector
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Portfolio Stock Holdings - Planning Center, Inc.
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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