Planning Center, Inc.
•CIK: 1910966•Filing: Q4 2025
**Planning Center, Inc.** manages $979M across a portfolio of 76 positions. The fund exhibits significant concentration in select names, notably allocating $173.1M to DUSB and $129.2M to DFSD. Further substantial exposure is maintained in DFAX ($85.4M) and DFGX ($77.7M). This structure suggests a concentrated, high-conviction approach targeting specific market segments.
Total AUM
$979.3M
QoQ Performance
+2.8%
Positions
47
Top 10 Concentration
79.3%
Latest Filing
Q4 2025
Top Holdings Allocation
DUSB
DFSD
DFAX
DFGX
DFAC
DUHP
DIHP
DUSB17.7%
DFSD13.2%
DFAX8.7%
DFGX7.9%
DFAC7.8%
DUHP6.3%
DIHP6.0%
DFIP4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.1%
Technology1.6%
Industrial0.8%
Financial0.5%
Consumer0.4%
Healthcare0.3%
ETF0.3%
Consumer Staples0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑18 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023