What does Planned Solutions, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Planned Solutions, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

$32M228K10.6%

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

$29M1.0M9.5%

VANECK MORNINGSTAR WIDE MOAT ETF

$28M291K9.2%

JPMORGAN INCOME ETF

$25M533K8.0%

ISHARES MSCI USA QUALITY GARP ETF

$15M241K5.0%

ISHARES S&P 500 GROWTH ETF

$15M131K4.9%

INVESCO QQQ TRUST SERIES I

$12M21K4.0%

ISHARES CORE MSCI EAFE ETF

$12M134K4.0%

AVANTIS U.S. SMALL CAP VALUE ETF

$9M78K2.8%

JP MORGAN US VALUE FACTOR ETF

$7M144K2.3%

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