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 Market Cap. of $10 Billions to $200 Billions
