Planning Center, Inc.
SEC Form 13F institutional filer · CIK 0001910966
13F-HR · 42 reported holdings · 2026-03-31
Reported long-US-equity value
$0.04B
Top-10 concentration
66.3%
Planning Center, Inc. — $43.6M AUM allocation strategy
Planning Center, Inc. files SEC Form 13F and reports $43.6M of long US equity value across 42 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 28.4%, followed by Industrials 20.8% and Financials 15.3%.
The top 10 holdings account for 66% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Planning Center, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$43.6M
total across 42 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
66% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +1.5K sh · +$169K+$MSFT +551 sh · −$279K+$JNJ +509 sh · +$221K
Biggest trims (shares)
−$SCHW −2.27K sh · −$186K−$AAPL −1.9K sh · −$1.09M−$AMZN −816 sh · −$343K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals18.5%—
- Agricultural & Farm Machinery18.2%—
- Multi-Sector Holdings7.3%—
- Systems Software4.1%—
- Semiconductors3.7%—
- Broadline Retail3.3%—
- Diversified Banks2.8%—
- Investment Banking & Brokerage2.7%—
- Other holdings39.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 31.9K | $8.09M | -1.9K | 18.5% |
| $DE | Deere & Company | 14.1K | $7.92M | -448 | 18.2% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.63K | $3.17M | -58 | 7.3% |
| $MSFT | Microsoft Corporation | 4.81K | $1.78M | +551 | 4.1% |
| $NVDA | NVIDIA Corporation | 9.18K | $1.6M | +1.5K | 3.7% |
| $AMZN | Amazon.com Inc | 6.88K | $1.43M | -816 | 3.3% |
| $JPM | JP Morgan Chase & Co | 4.09K | $1.2M | +408 | 2.8% |
| $SCHW | Charles Schwab Corporation | 41.7K | $1.17M | -2.27K | 2.7% |
| $CAT | Caterpillar Inc | 1.62K | $1.15M | +295 | 2.6% |
…and 33 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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