PLANNING CENTER, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UBFO | 36K | $362.77K |
 | AAPL | 34K | $9.19M |
 | DE | 15K | $6.76M |
 | AMZN | 8K | $1.78M |
 | NVDA | 8K | $1.43M |
 | REVG | 7K | $425.67K |
 | BRK-B | 7K | $3.36M |
 | ORCL | 6K | $1.24M |
 | WMT | 6K | $670.47K |
 | PG | 6K | $852.13K |
 | KO | 5K | $371.61K |
 | MSFT | 4K | $2.06M |
 | XEL | 4K | $275.94K |
 | JPM | 4K | $1.19M |
 | HD | 3K | $1.10M |
 | SBUX | 3K | $255.24K |
 | JNJ | 3K | $531.86K |
 | WEC | 2K | $251.21K |
 | MRK | 2K | $224.38K |
 | GOOG | 2K | $590.44K |
United Security Bancshares
UBFO
Shares Held
36K
Value
$362.77K
Apple Inc.
AAPL
Shares Held
34K
Value
$9.19M
Deere & Company
DE
Shares Held
15K
Value
$6.76M
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.78M
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$1.43M
REV Group, Inc.
REVG
Shares Held
7K
Value
$425.67K
Berkshire Hathaway Inc.
BRK-B
Shares Held
7K
Value
$3.36M
Oracle Corporation
ORCL
Shares Held
6K
Value
$1.24M
Walmart Inc.
WMT
Shares Held
6K
Value
$670.47K
The Procter & Gamble Company
PG
Shares Held
6K
Value
$852.13K
The Coca-Cola Company
KO
Shares Held
5K
Value
$371.61K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$2.06M
Xcel Energy Inc.
XEL
Shares Held
4K
Value
$275.94K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.19M
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.10M
Starbucks Corporation
SBUX
Shares Held
3K
Value
$255.24K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$531.86K
WEC Energy Group, Inc.
WEC
Shares Held
2K
Value
$251.21K
Merck & Co., Inc.
MRK
Shares Held
2K
Value
$224.38K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$590.44K