13F Insight
DOSSIER · 13F-HR · Q2 2026

Planned Solutions, Inc.

$349M in tracked AUM across 155 positions as of Q2 2026.

PS
CIK 0001831332 · last filed Jun 30, 2026
Total AUM
$349M
as of Q2 2026
Holdings
155
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Planned Solutions, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$39M239K11.2%02
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
$32M1.0M9.2%03
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
$30M289K8.6%04
JPIE
JPMORGAN INCOME ETF
$25M544K7.2%05
GARP
ISHARES MSCI USA QUALITY GARP ETF
$20M243K5.7%06
IVW
ISHARES S&P 500 GROWTH ETF
$18M133K5.2%07
QQQ
INVESCO QQQ TRUST SERIES I
$16M21K4.5%08
IEFA
ISHARES CORE MSCI EAFE ETF
$13M138K3.8%09
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
$10M78K2.8%10
JVAL
JP MORGAN US VALUE FACTOR ETF
$8M143K2.4%

Filing history

2026Q2Jun 30
$349M▲ 14.2%
155 positionsView →2026Q1Mar 31
$306M▼ 2.0%
139 positionsView →2025Q4Dec 31
$312M▲ 7.2%
139 positionsView →2025Q3Sep 30
$291M▲ 10.6%
138 positionsView →2025Q2Jun 30
$263M▲ 6.4%
123 positionsLocked2025Q1Mar 31
$247M▼ 0.4%
113 positionsLocked2024Q4Dec 31
$248M▼ 0.5%
111 positionsLocked2024Q3Sep 30
$249M▲ 20.6%
662 positionsLocked2024Q2Jun 30
$207M▲ 1.4%
103 positionsLocked2024Q1Mar 31
$204M▼ 4.6%
102 positionsLocked2023Q4Dec 31
$214M▲ 28.5%
587 positionsLocked2023Q3Sep 30
$166M▼ 1.7%
80 positionsLocked
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