Planning Directions Inc has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $175 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $34.6M, Vanguard Bd Index Fd Inc Short with a value of $15.3M, Vanguard Dividend Appreciation with a value of $12.4M, Usaa ETF Tr Core Intermediate with a value of $10.7M, and Apple Inc. with a value of $8.86M.

Examining the 13F form we can see an decrease of $56.8M in the current position value, from $232M to 175M.

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

Portfolio value $175 Million
ETFs: $150 Million
Technology: $15.9 Million
Consumer Cyclical: $2.71 Million
Consumer Defensive: $1.35 Million
Financial Services: $1.22 Million
Industrials: $892,000
Healthcare: $838,000
Utilities: $694,000
Other: $988,000

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $175 Million
  • Prior Value $232 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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