Planned Solutions, Inc. Portfolio Holdings

Planned Solutions, Inc.

  • $260 Million
  • Q3 2025

Planned Solutions, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $260 Million distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $28M, Ishares Core S&P Total U.S. St with a value of $26.1M, Vaneck Morningstar Wide Moat E with a value of $25.6M, J P Morgan Exchange Traded Fd with a value of $23.1M, and Ishares S&P 500 Growth ETF with a value of $13.6M.

Examining the 13F form we can see an increase of $22.9M in the current position value, from $237M to 260M.

Below you can find more details about Planned Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $260 Million
ETFs: $184 Million
Technology: $20.5 Million
Industrials: $6.61 Million
Financial Services: $6.2 Million
Communication Services: $4.83 Million
Healthcare: $4.31 Million
Consumer Cyclical: $2.76 Million
Consumer Defensive: $2.54 Million
Other: $4.77 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28 Million 10.78% of portfolio
1,063,885
Q3 2025 Added 0.18%
$0
$26.1 Million 10.04% of portfolio
178,907
Q3 2025 Added 9.29%
$0
$25.6 Million 9.88% of portfolio
298,684
Q3 2025 Reduced 1.71%
$0
$23.1 Million 8.9% of portfolio
497,668
Q3 2025 Added 5.1%
$0
$13.6 Million 5.24% of portfolio
112,685
Q3 2025 Added 6.23%
$0
$12.9 Million 4.97% of portfolio
21,513
Q3 2025 Reduced 3.33%
$0
$11.6 Million 4.47% of portfolio
230,784
Q3 2025 Added 2.01%
$0
$8.99 Million 3.46% of portfolio
102,984
Q3 2025 Added 10.45%
$0
$6.99 Million 2.69% of portfolio
147,163
Q3 2025 Reduced 3.59%
$0
$6.75 Million 2.6% of portfolio
67,004
Q3 2025 Added 1.83%
$0
$6.74 Million 2.59% of portfolio
67,671
Q3 2025 Reduced 1.27%
$4.32T
$5.02 Million 1.93% of portfolio
19,718
Q3 2025 Added 4.96%
$0
$4.83 Million 1.86% of portfolio
61,864
Q3 2025 Reduced 2.99%
$477B
$4.41 Million 1.7% of portfolio
23,638
Q3 2025 Added 16.34%
$8.43B
$3.79 Million 1.46% of portfolio
44,870
Q1 2025 Reduced 16.39%
$0
$3.07 Million 1.18% of portfolio
119,538
Q3 2025 Added 1.31%
$0
$2.77 Million 1.07% of portfolio
27,551
Q3 2025 Added 27.13%
$76.1B
$2.11 Million 0.81% of portfolio
8,097
Q1 2025 Reduced 0.74%
$785B
$1.67 Million 0.64% of portfolio
2,190
Q3 2025 Reduced 9.28%
$0
$1.5 Million 0.58% of portfolio
6,216
Q3 2025 Added 0.24%
$0
$1.47 Million 0.57% of portfolio
12,921
Q3 2025 Added 7.33%
$1.65T
$1.46 Million 0.56% of portfolio
1,983
Q2 2025 Added 0.61%
$0
$1.45 Million 0.56% of portfolio
62,197
Q3 2025 Added 1.54%
$0
$1.45 Million 0.56% of portfolio
10,224
Q3 2025 Added 5.73%
$0
$1.39 Million 0.54% of portfolio
2,078
Q3 2025 Added 31.02%
$1.64T
$1.41 Million 0.54% of portfolio
5,808
Q3 2025 Added 38.52%
$0
$1.31 Million 0.5% of portfolio
5,108
Q3 2025 Added 0.02%
$0
$1.3 Million 0.5% of portfolio
18,846
Q3 2025 Reduced 1.77%
$0
$1.3 Million 0.5% of portfolio
46,478
Q3 2025 Reduced 0.12%
$281B
$1.09 Million 0.42% of portfolio
3,858
Q3 2025 Added 2.66%
$646B
$956,000 0.37% of portfolio
1,902
Q3 2025 Added 10.01%
$487B
$951,000 0.37% of portfolio
794
Q3 2025 Added 0.89%
$0
$958,000 0.37% of portfolio
38,212
Q3 2025 Added 1.39%
$0
$852,000 0.33% of portfolio
19,225
Q3 2025 Added 12.81%
$48.6B
$840,000 0.32% of portfolio
1,171
Q1 2024 New
$0
$841,000 0.32% of portfolio
30,838
Q3 2025 Added 22.17%
$0
$793,000 0.31% of portfolio
32,501
Q3 2025 Reduced 0.69%
$498B
$791,000 0.3% of portfolio
4,266
Q3 2025 Added 2.84%
$0
$757,000 0.29% of portfolio
20,735
Q3 2025 Added 2.42%
$0
$745,000 0.29% of portfolio
6,707
Q2 2025 Reduced 5.01%
$0
$717,000 0.28% of portfolio
10,994
Q3 2025 Added 0.23%
$892B
$739,000 0.28% of portfolio
2,343
Q3 2025 Reduced 0.59%
$0
$688,000 0.27% of portfolio
11,487
Q3 2025 Reduced 6.24%
$0
$669,000 0.26% of portfolio
3,592
Q1 2025 Added 0.81%
$0
$652,000 0.25% of portfolio
6,511
Q3 2025 Added 3.46%
$0
$646,000 0.25% of portfolio
1,349
Q3 2025 Reduced 16.98%
$360B
$651,000 0.25% of portfolio
4,237
Q3 2025 Added 2.29%
$228B
$612,000 0.24% of portfolio
2,015
Q3 2023 Added 29.78%
$0
$613,000 0.24% of portfolio
2,483
Q3 2025 Reduced 13.27%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $260 Million
  • Prior Value $237 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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