Planned Solutions, Inc. Portfolio Holdings

Planned Solutions, Inc.

  • $237 Million
  • Q2 2025

Planned Solutions, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $237 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $26.1M, Schwab Fundamental U S Large C with a value of $26.1M, Ishares Core S&P Total U.S. St with a value of $22.1M, J P Morgan Exchange Traded Fd with a value of $21.9M, and Invesco Qqq Trust, Series 1 with a value of $12.3M.

Examining the 13F form we can see an increase of $5.75M in the current position value, from $231M to 237M.

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

Portfolio value $237 Million
ETFs: $171 Million
Technology: $17 Million
Industrials: $6.21 Million
Financial Services: $5.49 Million
Healthcare: $4.33 Million
Communication Services: $3.52 Million
Consumer Defensive: $2.52 Million
Consumer Cyclical: $2.1 Million
Other: $3.03 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.1 Million 11.02% of portfolio
303,887
Q2 2025 Added 1.61%
$0
$26.1 Million 11.01% of portfolio
1,061,948
Q2 2025 Reduced 0.47%
$0
$22.1 Million 9.34% of portfolio
163,703
Q2 2025 Added 7.82%
$0
$21.9 Million 9.27% of portfolio
473,539
Q2 2025 Reduced 0.52%
$0
$12.3 Million 5.19% of portfolio
22,255
Q2 2025 Reduced 30.77%
$0
$11.7 Million 4.93% of portfolio
106,080
Q2 2025 Added 632.34%
$0
$11.4 Million 4.81% of portfolio
226,228
Q2 2025 New
$0
$7.78 Million 3.29% of portfolio
93,237
Q2 2025 Added 3.36%
$0
$6.75 Million 2.85% of portfolio
152,636
Q2 2025 Reduced 38.27%
$0
$6.62 Million 2.8% of portfolio
65,803
Q2 2025 Reduced 44.42%
$0
$6.24 Million 2.64% of portfolio
68,541
Q2 2025 Reduced 33.46%
$0
$4.93 Million 2.08% of portfolio
63,774
Q2 2025 Reduced 0.29%
$3.69T
$3.85 Million 1.63% of portfolio
18,786
Q2 2025 Added 53.38%
$7.08B
$3.78 Million 1.6% of portfolio
44,870
Q1 2025 Reduced 16.39%
$455B
$3.21 Million 1.36% of portfolio
20,318
Q2 2025 Reduced 5.74%
$0
$2.81 Million 1.19% of portfolio
117,996
Q2 2025 Reduced 0.73%
$0
$2.18 Million 0.92% of portfolio
21,671
Q2 2025 Reduced 62.93%
$78.9B
$2 Million 0.85% of portfolio
8,097
Q1 2025 Reduced 0.74%
$594B
$1.88 Million 0.79% of portfolio
2,414
Q2 2025 Reduced 6.07%
$1.71T
$1.46 Million 0.62% of portfolio
1,983
Q2 2025 Added 0.61%
$0
$1.34 Million 0.57% of portfolio
6,201
Q2 2025 Reduced 11.38%
$0
$1.35 Million 0.57% of portfolio
61,255
Q2 2025 Reduced 0.31%
$0
$1.3 Million 0.55% of portfolio
12,039
Q2 2025 Reduced 87.84%
$0
$1.28 Million 0.54% of portfolio
9,670
Q2 2025 Added 0.26%
$0
$1.23 Million 0.52% of portfolio
19,185
Q2 2025 Added 1.23%
$0
$1.23 Million 0.52% of portfolio
5,107
Q2 2025 Reduced 6.21%
$0
$1.18 Million 0.5% of portfolio
46,536
Q2 2025 Reduced 17.29%
$217B
$1.11 Million 0.47% of portfolio
3,758
Q4 2024 Reduced 0.24%
$539B
$1.05 Million 0.44% of portfolio
787
Q2 2025 Added 16.25%
$0
$984,000 0.42% of portfolio
1,586
Q2 2025 Added 0.44%
$59.9B
$969,000 0.41% of portfolio
1,171
Q1 2024 New
$0
$893,000 0.38% of portfolio
37,689
Q2 2025 Reduced 54.1%
$606B
$839,000 0.35% of portfolio
1,729
Q2 2025 Reduced 11.79%
$0
$797,000 0.34% of portfolio
32,726
Q2 2025 Reduced 3.87%
$0
$748,000 0.32% of portfolio
17,042
Q2 2025 Reduced 6.39%
$1.23T
$743,000 0.31% of portfolio
4,193
Q2 2025 Added 2.95%
$0
$738,000 0.31% of portfolio
6,707
Q2 2025 Reduced 5.01%
$0
$712,000 0.3% of portfolio
1,625
Q2 2025 New
$0
$698,000 0.29% of portfolio
20,246
Q2 2025 Reduced 2.09%
$847B
$683,000 0.29% of portfolio
2,357
Q2 2025 Added 0.6%
$0
$680,000 0.29% of portfolio
10,969
Q2 2025 Added 0.22%
$0
$698,000 0.29% of portfolio
12,252
Q2 2025 Reduced 28.57%
$0
$668,000 0.28% of portfolio
25,242
Q2 2025 Added 1.05%
$364B
$659,000 0.28% of portfolio
4,142
Q2 2025 Added 2.07%
$453B
$633,000 0.27% of portfolio
4,148
Q2 2025 Added 2.29%
$0
$634,000 0.27% of portfolio
3,592
Q1 2025 Added 0.81%
$0
$650,000 0.27% of portfolio
2,863
Q2 2025 New
$0
$624,000 0.26% of portfolio
6,293
Q2 2025 Added 0.74%
$225B
$588,000 0.25% of portfolio
2,015
Q3 2023 Added 29.78%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $237 Million
  • Prior Value $231 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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