Planned Solutions, Inc.

DOSSIER · 13F-HR · Q3 2026

Planned Solutions, Inc.

$365M in tracked AUM across 156 positions as of Q3 2026.

PS

CIK 0001831332 · last filed Sep 30, 2026

Total AUM

$365M

as of Q3 2026

Holdings

156

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Planned Solutions, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

ITOT

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

$36M218K10.0%02

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

$30M959K8.3%03

JPIE

JPMORGAN INCOME ETF

$29M653K8.0%04

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

$25M240K7.0%05

IVW

ISHARES S&P 500 GROWTH ETF

$24M169K6.6%06

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND