Planning Strategies Inc.

Name: Planning Strategies Inc. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002139665 · LANCASTER, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗

Planning Strategies Inc. reported 1,068 positions worth $160.3M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: VONG (16.4%).

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

$160.3M

2026 Q2

Positions

1,068

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

58.5%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 1068 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VONG	VANGUARD RUSSELL 1000 GROWTH ETF	SH	$26.3M	16.39%	205,539	—	—
▸ 2	LVHI	FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF	SH	$16.0M	9.98%	394,118	—	—
▸ 3	DGRO	ISHARES CORE DIVIDEND GROWTH ETF	SH	$15.6M	9.71%	205,356	—	—
▸ 4	IQLT	ISHARES MSCI INTL QUALITY FACTOR ETF	SH	$10.3M	6.40%	206,966	—	—
▸ 5	TCAF	T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF	SH	$5.6M	3.51%	136,760	—	—
▸ 6	VOO	VANGUARD S&P 500 ETF	SH	$4.4M	2.76%	6,437	—	—
▸ 7	VCSH	VANGUARD SHORT-TERM CORPORATE BOND ETF	SH	$4.3M	2.66%	53,903	—	—
▸ 8	COWZ	PACER US CASH COWS 100 ETF	SH	$3.9M	2.45%	63,236	—	—
▸ 9	EQWL	INVESCO S&P 100 EQUAL WEIGHT ETF	SH	$3.9M	2.43%	30,222	—	—
▸ 10	VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	SH	$3.6M	2.27%	44,019	—	—

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

Frequently Asked Questions

What stocks does Planning Strategies Inc. hold as of Q2 2026?

Planning Strategies Inc. reported 1068 positions worth $160.3M in its Q2 2026 13F filing. Largest positions: VONG (16.4%), LVHI (10.0%), DGRO (9.7%), IQLT (6.4%) and TCAF (3.5%).

What did Planning Strategies Inc. buy in Q2 2026?

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

What did Planning Strategies 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.