Planning Alternatives LTD Portfolio Holdings

Planning Alternatives LTD

  • $711 Million
  • Q2 2025

Planning Alternatives LTD has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $711 Million distributed in 80 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 $261M, Ishares Core S&P Mid Cap ETF with a value of $78.2M, Vanguard Ftse Developed Market with a value of $73.2M, Invesco ETF Tr Ii S&P 500 Mome with a value of $66.7M, and Vanguard Dividend Appreciation with a value of $48.7M.

Examining the 13F form we can see an increase of $63M in the current position value, from $648M to 711M.

Below you can find more details about Planning Alternatives LTD portfolio as well as his latest detailed transactions.

Portfolio value $711 Million
ETFs: $672 Million
Technology: $20.2 Million
Financial Services: $4.5 Million
Consumer Defensive: $3.5 Million
Communication Services: $2.56 Million
Consumer Cyclical: $2.41 Million
Industrials: $2.27 Million
Utilities: $2.06 Million
Other: $1.46 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $711 Million
  • Prior Value $648 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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