# EDGAR Filing Document

**Accession Number:** 0001910966
**File Stem:** 0001910966-25-000007
**Filing Date:** 2025-7
**Character Count:** 11166
**Document Hash:** e5dafdeff07b9ee1ca314b7c524360bb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001910966-25-000007.hdr.sgml**: 20250731

**ACCESSION NUMBER**: 0001910966-25-000007

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250731

**DATE AS OF CHANGE**: 20250730

**EFFECTIVENESS DATE**: 20250731

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Planning Center, Inc.
- **CENTRAL INDEX KEY:** 0001910966

**ORGANIZATION NAME:**
- **EIN:** 364231104
- **STATE OF INCORPORATION:** IL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22196
- **FILM NUMBER:** 251168423

**BUSINESS ADDRESS:**
- **STREET 1:** 1615 5TH AVENUE
- **CITY:** MOLINE
- **STATE:** IL
- **ZIP:** 61265
- **BUSINESS PHONE:** 3097974030

**MAIL ADDRESS:**
- **STREET 1:** 1615 5TH AVENUE
- **CITY:** MOLINE
- **STATE:** IL
- **ZIP:** 61265

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Planning Center Inc.<br>**Address:** 1615 5TH AVENUE<br>MOLINE, IL 61265

**Form 13F File Number:** 028-22196

**CRD Number (if applicable):** 000118994

**SEC File Number (if applicable):** 801-61051

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brett Lee<br>**Title:** Chief Compliance Officer<br>**Phone:** 309-797-4030

**Signature, Place, and Date of Signing:**

Brett Lee  Moline, IL  07-30-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 74

**Form 13F Information Table Value Total:** $904420645

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 240007 | 1293 | SH |  | SOLE |  | 0 | 0 | 1293 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 212968 | 1208 | SH |  | SOLE |  | 0 | 0 | 1208 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 333753 | 1881 | SH |  | SOLE |  | 0 | 0 | 1881 |
| AMAZON COM INC | COM | 023135106 |  | 1687548 | 7692 | SH |  | SOLE |  | 0 | 0 | 7692 |
| APPLE INC | COM | 037833100 |  | 7102142 | 34616 | SH |  | SOLE |  | 0 | 0 | 34616 |
| BADGER METER INC | COM | 056525108 |  | 220700 | 901 | SH |  | SOLE |  | 0 | 0 | 901 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3300807 | 6795 | SH |  | SOLE |  | 0 | 0 | 6795 |
| BOEING CO | COM | 097023105 |  | 209109 | 998 | SH |  | SOLE |  | 0 | 0 | 998 |
| CATERPILLAR INC | COM | 149123101 |  | 530683 | 1367 | SH |  | SOLE |  | 0 | 0 | 1367 |
| COCA COLA CO | COM | 191216100 |  | 381390 | 5391 | SH |  | SOLE |  | 0 | 0 | 5391 |
| DANAHER CORPORATION | COM | 235851102 |  | 279717 | 1416 | SH |  | SOLE |  | 0 | 0 | 1416 |
| DEERE  CO | COM | 244199105 |  | 7495651 | 14741 | SH |  | SOLE |  | 0 | 0 | 14741 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 27314938 | 829989 | SH |  | SOLE |  | 0 | 0 | 829989 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 8139901 | 207386 | SH |  | SOLE |  | 0 | 0 | 207386 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 35899554 | 838187 | SH |  | SOLE |  | 0 | 0 | 838187 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 16014972 | 539588 | SH |  | SOLE |  | 0 | 0 | 539588 |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 |  | 67590899 | 1266696 | SH |  | SOLE |  | 0 | 0 | 1266696 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 8250641 | 209354 | SH |  | SOLE |  | 0 | 0 | 209354 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 57539590 | 1951156 | SH |  | SOLE |  | 0 | 0 | 1951156 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 21288590 | 334148 | SH |  | SOLE |  | 0 | 0 | 334148 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 33700572 | 797081 | SH |  | SOLE |  | 0 | 0 | 797081 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 14016072 | 522403 | SH |  | SOLE |  | 0 | 0 | 522403 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 |  | 1603354 | 42127 | SH |  | SOLE |  | 0 | 0 | 42127 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 26875566 | 498065 | SH |  | SOLE |  | 0 | 0 | 498065 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 |  | 148656900 | 2929200 | SH |  | SOLE |  | 0 | 0 | 2929200 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 |  | 8319488 | 158678 | SH |  | SOLE |  | 0 | 0 | 158678 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 60833310 | 1710723 | SH |  | SOLE |  | 0 | 0 | 1710723 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 83720423 | 2850542 | SH |  | SOLE |  | 0 | 0 | 2850542 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 111668956 | 2325952 | SH |  | SOLE |  | 0 | 0 | 2325952 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 75075848 | 2094750 | SH |  | SOLE |  | 0 | 0 | 2094750 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 |  | 36315915 | 868594 | SH |  | SOLE |  | 0 | 0 | 868594 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 213150 | 3180 | SH |  | SOLE |  | 0 | 0 | 3180 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 247390 | 5854 | SH |  | SOLE |  | 0 | 0 | 5854 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 13992304 | 468911 | SH |  | SOLE |  | 0 | 0 | 468911 |
| ELI LILLY  CO | COM | 532457108 |  | 436537 | 560 | SH |  | SOLE |  | 0 | 0 | 560 |
| HOME DEPOT INC | COM | 437076102 |  | 1173248 | 3200 | SH |  | SOLE |  | 0 | 0 | 3200 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 467935 | 1587 | SH |  | SOLE |  | 0 | 0 | 1587 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 652635 | 1201 | SH |  | SOLE |  | 0 | 0 | 1201 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 372789 | 4822 | SH |  | SOLE |  | 0 | 0 | 4822 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 666766 | 6056 | SH |  | SOLE |  | 0 | 0 | 6056 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 430100 | 1013 | SH |  | SOLE |  | 0 | 0 | 1013 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1109825 | 1787 | SH |  | SOLE |  | 0 | 0 | 1787 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 393179 | 2574 | SH |  | SOLE |  | 0 | 0 | 2574 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1065111 | 3674 | SH |  | SOLE |  | 0 | 0 | 3674 |
| META PLATFORMS INC | CL A | 30303M102 |  | 317900 | 431 | SH |  | SOLE |  | 0 | 0 | 431 |
| MICROSOFT CORP | COM | 594918104 |  | 2121333 | 4265 | SH |  | SOLE |  | 0 | 0 | 4265 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 982069 | 6216 | SH |  | SOLE |  | 0 | 0 | 6216 |
| ORACLE CORP | COM | 68389X105 |  | 1332246 | 6094 | SH |  | SOLE |  | 0 | 0 | 6094 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 994112 | 6240 | SH |  | SOLE |  | 0 | 0 | 6240 |
| REV GROUP INC | COM | 749527107 |  | 333130 | 7000 | SH |  | SOLE |  | 0 | 0 | 7000 |
| RTX CORPORATION | COM | 75513E101 |  | 271159 | 1857 | SH |  | SOLE |  | 0 | 0 | 1857 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 294516 | 12359 | SH |  | SOLE |  | 0 | 0 | 12359 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 950490 | 32540 | SH |  | SOLE |  | 0 | 0 | 32540 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 266117 | 873 | SH |  | SOLE |  | 0 | 0 | 873 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 888471 | 1438 | SH |  | SOLE |  | 0 | 0 | 1438 |
| STARBUCKS CORP | COM | 855244109 |  | 309892 | 3382 | SH |  | SOLE |  | 0 | 0 | 3382 |
| T-MOBILE US INC | COM | 872590104 |  | 377166 | 1583 | SH |  | SOLE |  | 0 | 0 | 1583 |
| UNION PAC CORP | COM | 907818108 |  | 228207 | 992 | SH |  | SOLE |  | 0 | 0 | 992 |
| UNITED SEC BANCSHARES CALIF | COM | 911460103 |  | 311616 | 36025 | SH |  | SOLE |  | 0 | 0 | 36025 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 345663 | 1108 | SH |  | SOLE |  | 0 | 0 | 1108 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 363117 | 7282 | SH |  | SOLE |  | 0 | 0 | 7282 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 552437 | 1818 | SH |  | SOLE |  | 0 | 0 | 1818 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 251688 | 443 | SH |  | SOLE |  | 0 | 0 | 443 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 633542 | 3585 | SH |  | SOLE |  | 0 | 0 | 3585 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 |  | 520237 | 6886 | SH |  | SOLE |  | 0 | 0 | 6886 |
| VANGUARD INSTL INDEX FD | ULTRA-SHORT TREA | 922040852 |  | 464932 | 6156 | SH |  | SOLE |  | 0 | 0 | 6156 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 253988 | 4321 | SH |  | SOLE |  | 0 | 0 | 4321 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1967463 | 9613 | SH |  | SOLE |  | 0 | 0 | 9613 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 |  | 1076318 | 10664 | SH |  | SOLE |  | 0 | 0 | 10664 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 242624 | 1820 | SH |  | SOLE |  | 0 | 0 | 1820 |
| VISA INC | COM CL A | 92826C839 |  | 633409 | 1784 | SH |  | SOLE |  | 0 | 0 | 1784 |
| WALMART INC | COM | 931142103 |  | 588440 | 6018 | SH |  | SOLE |  | 0 | 0 | 6018 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 248309 | 2383 | SH |  | SOLE |  | 0 | 0 | 2383 |
| XCEL ENERGY INC | COM | 98389B100 |  | 259121 | 3805 | SH |  | SOLE |  | 0 | 0 | 3805 |

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