Planned Solutions, Inc.
CIK: 0001831332SEC EDGAR →
Portfolio Value
$311.7B
Holdings
138
As of
Q4 2025
New Positions
138
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 216,375 | $32.2B | 10.32% |
| 2 | VANECK MORNINGSTAR WIDE MOAT ETF | 291,739 | $30.2B | 9.69% |
| 3 | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1,049,879 | $28.6B | 9.16% |
| 4 | JPMORGAN INCOME ETF | 519,501 | $24.0B | 7.71% |
| 5 | ISHARES MSCI USA QUALITY GARP ETF | 235,258 | $16.0B | 5.14% |
| 6 | ISHARES S&P 500 GROWTH ETF | 127,788 | $15.8B | 5.05% |
| 7 | INVESCO QQQ TRUST SERIES I | 21,809 | $13.4B | 4.30% |
| 8 | ISHARES CORE MSCI EAFE ETF | 128,512 | $11.5B | 3.69% |
| 9 | AVANTIS U.S. SMALL CAP VALUE ETF | 76,637 | $7.8B | 2.51% |
| 10 | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 109,853 | $7.3B | 2.34% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (138)
$32.2B · 216K shares
$30.2B · 292K shares
$28.6B · 1.0M shares
$24.0B · 520K shares
$16.0B · 235K shares
$15.8B · 128K shares
$13.4B · 22K shares
$11.5B · 129K shares
$7.8B · 77K shares
$7.3B · 110K shares
$7.1B · 145K shares
$6.8B · 68K shares
$6.0B · 22K shares
$6.0B · 182K shares
$5.0B · 64K shares
$4.9B · 65K shares
$4.6B · 25K shares
$4.5B · 18K shares
$3.5B · 125K shares
$3.4B · 45K shares
$3.3B · 125K shares
$2.9B · 29K shares
$2.7B · 6K shares
$2.6B · 105K shares
$2.2B · 2K shares
$1.8B · 6K shares
$1.5B · 6K shares
$1.5B · 63K shares
$1.5B · 13K shares
$1.4B · 10K shares
$1.3B · 2K shares
$1.3B · 46K shares
$1.3B · 2K shares
$1.3B · 5K shares
$1.1B · 4K shares
$1.1B · 16K shares
$956.0M · 2K shares
$925.0M · 2K shares
$899.0M · 38K shares
$880.0M · 3K shares
$872.0M · 4K shares
$797.0M · 18K shares
$795.0M · 16K shares
$794.0M · 3K shares
$782.0M · 20K shares
$744.0M · 8K shares
$737.0M · 7K shares
$728.0M · 11K shares
$712.0M · 5K shares
$707.0M · 11K shares
$698.0M · 7K shares
$694.0M · 4K shares
$681.0M · 1K shares
$674.0M · 7K shares
$669.0M · 2K shares
$654.0M · 5K shares
$629.0M · 6K shares
$626.0M · 26K shares
$624.0M · 724 shares
$622.0M · 11K shares
$616.0M · 8K shares
$613.0M · 1K shares
$589.0M · 2K shares
$579.0M · 3K shares
$560.0M · 2K shares
$530.0M · 3K shares
$527.0M · 600 shares
$527.0M · 774 shares
$515.0M · 4K shares
$513.0M · 14K shares
$482.0M · 18K shares
$472.0M · 2K shares
$471.0M · 5K shares
$445.0M · 672 shares
$440.0M · 980 shares
$434.0M · 1K shares
$434.0M · 4K shares
$434.0M · 4K shares
$433.0M · 2K shares
$428.0M · 2K shares
$421.0M · 3K shares
$409.0M · 2K shares
$401.0M · 2K shares
$393.0M · 8K shares
$388.0M · 2K shares
$379.0M · 463 shares
$354.0M · 3K shares
$352.0M · 1K shares
$349.0M · 2K shares
$347.0M · 3K shares
$347.0M · 2K shares
$343.0M · 2K shares
$341.0M · 990 shares
$330.0M · 4K shares
$320.0M · 8K shares
$311.0M · 2K shares
$308.0M · 4K shares
$307.0M · 4K shares
$307.0M · 4K shares
$294.0M · 2K shares
$286.0M · 2K shares
$285.0M · 4K shares
$285.0M · 4K shares
$279.0M · 2K shares
$275.0M · 8K shares
$274.0M · 1K shares
$272.0M · 800 shares
$268.0M · 1K shares
$266.0M · 354 shares
$266.0M · 4K shares
$265.0M · 2K shares
$260.0M · 6K shares
$257.0M · 895 shares
$256.0M · 843 shares
$256.0M · 6K shares
$253.0M · 1K shares
$252.0M · 2K shares
$251.0M · 9K shares
$246.0M · 1K shares
$245.0M · 3K shares
$236.0M · 414 shares
$235.0M · 1K shares
$228.0M · 9K shares
$225.0M · 1K shares
$224.0M · 1K shares
$223.0M · 1K shares
$223.0M · 386 shares
$223.0M · 4K shares
$221.0M · 793 shares
$220.0M · 2K shares
$218.0M · 5K shares
$216.0M · 4K shares
$214.0M · 685 shares
$213.0M · 6K shares
$206.0M · 854 shares
$202.0M · 657 shares
$192.0M · 13K shares
$128.0M · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $231.2B | 74.2% |
| Unknown | 9 | $31.5B | 10.1% |
| Technology | 18 | $22.7B | 7.3% |
| Industrials | 6 | $6.8B | 2.2% |
| Healthcare | 9 | $5.8B | 1.9% |
| Communication Services | 5 | $4.8B | 1.5% |
| Consumer Cyclical | 6 | $2.7B | 0.9% |
| Consumer Defensive | 5 | $2.5B | 0.8% |
| Energy | 3 | $1.3B | 0.4% |
| Basic Materials | 4 | $1.2B | 0.4% |
| Real Estate | 2 | $702.0M | 0.2% |
| Utilities | 2 | $486.0M | 0.2% |