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 Market Cap. of $200 Billions or more
