Planning Alternatives LTD has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $767 Million distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $281M, Ishares Core S&P Mid Cap ETF with a value of $82.8M, Vanguard Ftse Developed Market with a value of $78.1M, Invesco ETF Tr Ii S&P 500 Mome with a value of $72.5M, and Vanguard Dividend Appreciation with a value of $49M.
Examining the 13F form we can see an increase of $56.1M in the current position value, from $711M to 767M.
Below you can find more details about Planning Alternatives LTD portfolio as well as his latest detailed transactions.
Portfolio value
$767 Million
ETFs: $717 Million
Technology: $27.9 Million
Financial Services: $4.28 Million
Consumer Cyclical: $3.52 Million
Consumer Defensive: $3.44 Million
Communication Services: $3.39 Million
Industrials: $2.52 Million
Utilities: $2.2 Million
Other: $2.38 Million
Stock Holdings Table Market Cap. of $200 Billions or more
