Planned Solutions, Inc.: 13F holdings
CIK 18313322026Q2
| Positions | 154 |
|---|
| Reported value | $348.9m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 154 (+16 vs prior quarter) |
|---|
| Reported value | $348.9m (+14.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 238,648 | $39.2m | 11.2% |
| FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1,034,102 | $32.2m | 9.2% |
| MOAT VANECK MORNINGSTAR WIDE MOAT ETF | 288,767 | $30.0m | 8.6% |
| JPIE JPMORGAN INCOME ETF | 544,008 | $25.1m | 7.2% |
| GARP ISHARES MSCI USA QUALITY GARP ETF | 243,037 | $20.1m | 5.7% |
| IWF ISHARES S&P 500 GROWTH ETF | 132,587 | $18.2m | 5.2% |
| QQQ INVESCO QQQ TRUST SERIES I | 21,415 | $15.8m | 4.5% |
| IEFA ISHARES CORE MSCI EAFE ETF | 138,302 | $13.4m | 3.8% |
| AVUV AVANTIS U.S. SMALL CAP VALUE ETF | 78,054 | $9.7m | 2.8% |
| JVAL JP MORGAN US VALUE FACTOR ETF | 143,018 | $8.4m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1831332")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples