Planned Solutions, Inc.

Name: Planned Solutions, Inc. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001831332 · FOLSOM, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source ↗

Planned Solutions, Inc. reported 155 positions worth $348.9M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: ITOT (11.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$348.9M

2026 Q2

Positions

155

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

60.8%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 155 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	ITOT	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	SH	$39.2M	11.23%	238,648	—	—
▸ 2	FNDX	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	SH	$32.2M	9.22%	1,034,102	—	—
▸ 3	MOAT	VANECK MORNINGSTAR WIDE MOAT ETF	SH	$30.0M	8.60%	288,767	—	—
▸ 4	JPIE	JPMORGAN INCOME ETF	SH	$25.1M	7.18%	544,008	—	—
▸ 5	GARP	ISHARES MSCI USA QUALITY GARP ETF	SH	$20.1M	5.75%	243,037	—	—
▸ 6	IVW	ISHARES S&P 500 GROWTH ETF	SH	$18.2M	5.23%	132,587	—	—
▸ 7	QQQ	INVESCO QQQ TRUST SERIES I	SH	$15.8M	4.52%	21,415	—	—
▸ 8	IEFA	ISHARES CORE MSCI EAFE ETF	SH	$13.4M	3.83%	138,302	—	—
▸ 9	AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	SH	$9.7M	2.79%	78,054	—	—
▸ 10	JVAL	JP MORGAN US VALUE FACTOR ETF	SH	$8.4M	2.40%	143,018	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Planned Solutions, Inc. hold as of Q2 2026?

Planned Solutions, Inc. reported 155 positions worth $348.9M in its Q2 2026 13F filing. Largest positions: ITOT (11.2%), FNDX (9.2%), MOAT (8.6%), JPIE (7.2%) and GARP (5.7%).

What did Planned Solutions, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Planned Solutions, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.