Arkolith/Funds/Planning Center, Inc.

Planning Center, Inc.

CIK 1910966
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Planning Center, Inc. holds a focused book of 84 reported positions worth $1.1B as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Intel Corp and trimmed Dimensional World Ex US Core. Their largest long position is Dimension Ultrashort Fi ETF at 18% of the reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.0%
+12.5%/yr · since Nov '24
Their reported book
+20.5%
held from quarter-end
S&P 500
+30.6%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25May '26Sep '26
Planning Center, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.5 points over this window.

Growth of $10,000 cloning Planning Center, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
55%
Top 10 holdings
79%
Top 20 holdings
95%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

4% mapped to company sectors

ETFs / funds
86%
No sector on file yet
10%
Information Technology
2%
Industrials
1%
Financials
1%

+8 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Planning Center, Inc.

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Richard Young Associates, Ltd.18 / 80$145.0M
Wolfstich Capital, LLC12 / 80$122.9M
Swiss Re Ltd32 / 80$1.0B
Retirement Solution LLC34 / 80$482.8M
Hoffman, Alan N Investment Management8 / 80$154.1M
Triune Financial Partners, LLC27 / 80$430.0M
Dixon Fnancial Services, Inc.22 / 80$220.2M

Ranked by the share of each fund's own book sitting in the names it shares with Planning Center, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

84 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
ULTR FIX INC ETF
$186.8M3.68M
17.6%
+3.5%
Added · +126K sh
2Dimensional ETF Trust
SHOR DUR FIX ETF
$138.7M2.90M
13.1%
+3.4%
Added · +96K sh
3Dimensional ETF Trust
WORLD EX US CORE
$88.1M2.39M
8.3%
−1.7%
Reduced · −43K sh
4Dimensional ETF Trust
INTL COR FIX ETF
$85.5M1.60M
8.1%
+2.8%
Added · +43K sh
5Dimensional ETF Trust
US COR EQU 2 ETF
$82.9M1.87M
7.8%
−0.5%
Reduced · −9K sh
6Dimensional ETF Trust
US HIGH PROF ETF
$69.8M1.67M
6.6%
+1.3%
Added · +21K sh
7Dimensional ETF Trust
INTL HIGH PROFIT
$63.6M1.86M
6.0%
+2.0%
Added · +37K sh
8Dimensional ETF Trust
INFLATION PROTE
$44.8M1.09M
4.2%
+2.5%
Added · +27K sh
9Dimensional ETF Trust
US MKTWIDE VALUE
$38.5M699.1K
3.6%
−1.7%
Reduced · −12K sh
10Dimensional ETF Trust
INTERNATNAL VAL
$36.4M673.1K
3.4%
−0.1%
Reduced · −753 sh
11Dimensional ETF Trust
US TARGETED VLU
$32.7M467.3K
3.1%
−0.1%
Reduced · −297 sh
12Dimensional ETF Trust
INTL SMALL CAP V
$28.0M697.5K
2.6%
+1.3%
Added · +9K sh
13Dimensional ETF Trust
US SMALL CAP ETF
$24.7M300.5K
2.3%
~0%
Added · +34 sh
14Dimensional ETF Trust
EMERGING MKTS CO
$18.3M450.1K
1.7%
−6.6%
Reduced · −32K sh
15Dimensional ETF Trust
GLOBAL REAL EST
$16.0M552.0K
1.5%
+0.9%
Added · +5K sh
16Dimensional ETF Trust
INTL SMALL CAP E
$14.5M413.2K
1.4%
+0.4%
Added · +2K sh
17Dimensional ETF Trust
GLOBAL SUSTAINA
$10.1M193.3K
1.0%
+2.3%
Added · +4K sh
18Deere & Co
COM
$9.0M14.2K
0.9%
+1.2%
Added · +174 sh
19Apple Inc
COM
$9.0M31.1K
0.9%
−2.4%
Reduced · −757 sh
20Dimensional ETF Trust
US SUSTAINABILTY
$8.7M186.8K
0.8%
+1.1%
Added · +2K sh
21Dimensional ETF Trust
INTERNATIONAL
$8.4M185.2K
0.8%
+1.9%
Added · +3K sh
22Berkshire Hathaway Inc Del
CL B NEW
$3.4M6.8K
0.3%
+2.9%
Added · +194 sh
23Vanguard Instl Index FD
0 3 MO TR BI ETF
$2.9M38.4K
0.3%
+502%
Added · +32K sh
24Nvidia Corporation
COM
$2.0M9.8K
0.2%
+6.3%
Added · +575 sh
25Vanguard Specialized Funds
DIV APP ETF
$1.9M8.2K
0.2%
−2.9%
Reduced · −245 sh
26Microsoft Corp
COM
$1.8M4.8K
0.2%
−0.1%
Reduced · −6 sh
27Caterpillar Inc
COM
$1.8M1.7K
0.2%
+3.0%
Added · +48 sh
28Dimensional ETF Trust
EMER MARK SU ETF
$1.7M35.8K
0.2%
−1.6%
Reduced · −589 sh
29Amazon Com Inc
COM
$1.6M6.9K
0.2%
+0.1%
Added · +11 sh
30Vanguard Instl Index FD
ULTR SHOR TR ETF
$1.5M20.1K
0.1%
−17%
Reduced · −4K sh
31JPMorgan Chase & Co
COM
$1.4M4.2K
0.1%
+3.0%
Added · +123 sh
32Home Depot Inc
COM
$1.1M3.2K
0.1%
Held
33Ishares TR
CORE S&P500 ETF
$1.1M1.5K
0.1%
Held
34Schwab Strategic TR
US LCAP GR ETF
$1.1M31.8K
0.1%
+1.5%
Added · +463 sh
35State STR SPDR S&P 500 ETF T
TR UNIT
$1.1M1.4K
0.1%
Held
36Vanguard Wellington FD
SHORT TRM TAX EX
$1.0M10.2K
0.1%
−4.6%
Reduced · −495 sh
37Oracle Corp
COM
$935K6.4K
0.1%
~0%
Added · +1 sh
38Procter & Gamble Co
COM
$889K6.1K
0.1%
Held
39Johnson & Johnson
COM
$781K3.1K
0.1%
−0.1%
Reduced · −4 sh
40Vanguard Index FDS
VALUE ETF
$768K3.5K
0.1%
Held
41Vanguard Index FDS
TOTAL STK MKT
$711K1.9K
0.1%
−5.8%
Reduced · −119 sh
42Walmart Inc
COM
$708K6.3K
0.1%
+1.6%
Added · +100 sh
43Ishares TR
S&P 500 GRWT ETF
$706K5.1K
0.1%
Held
44Alphabet Inc
CAP STK CL C
$693K2.0K
0.1%
+4.7%
Added · +89 sh
45Eli Lilly & Co
COM
$672K560
0.1%
Held
46Visa Inc
COM CL A
$629K1.8K
0.1%
+2.8%
Added · +50 sh
47Alphabet Inc
CAP STK CL A
$610K1.7K
0.1%
+7.6%
Added · +120 sh
48Intel Corp
COM
$580K4.2K
0.1%
New
New position
49International Business Machs
COM
$554K2.0K
0.1%
−0.1%
Reduced · −1 sh
50Terex Corp New
COM
$497K6.9K
<0.1%
~0%
Reduced · −1 sh
Showing 50 of 84 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.1B · Q2 2026Q3 2024 · $811.7MQ2 2026 · $1.1B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d84$1.1B13F-HR
Q1 2026Mar 31, 2026Apr 28, 202628d78$987.1M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202633d76$979.3M13F-HR
Q3 2025Sep 30, 2025Oct 30, 202530d74$952.7M13F-HR
Q2 2025Jun 30, 2025Jul 31, 202531d74$904.4M13F-HR
Q1 2025Mar 31, 2025Apr 18, 202518d72$844.9M13F-HR
Q4 2024Dec 31, 2024Jan 23, 202523d68$788.3M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202443d73$811.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.