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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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