Viewing historical filing for 2026Q2. View latest →
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

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…