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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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