13F Insight
DOSSIER · 13F-HR · Q1 2026

PLANNING ALTERNATIVES LTD /ADV

PLANNING ALTERNATIVES /ADV's pension fund based in Greenwich, CT — $775M in tracked AUM across 111 positions as of Q1 2026.

PA
PLANNING ALTERNATIVES /ADV·Greenwich, CT·Pension Fund
CIK 0000712011 · last filed Mar 31, 2026
Total AUM
$775M
▼ 16.7%
vs prior
Holdings
111
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PLANNING ALTERNATIVES LTD /ADV 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$271M416K35.0%
02
IJH
ISHARES TR
$88M1.3M11.3%
03
SPMO
INVESCO EXCH TRADED FD TR II
$83M744K10.8%
04
VEA
VANGUARD TAX-MANAGED FDS
$79M1.2M10.3%
05
IJR
ISHARES TR
$44M353K5.7%
06
IDMO
INVESCO EXCH TRADED FD TR II
$26M483K3.4%
07
AAPL
APPLE INC
$17M65K2.1%
08
SCHF
SCHWAB STRATEGIC TR
$17M667K2.1%
09
VUG
VANGUARD INDEX FDS
$16M36K2.0%
10
XCEM
COLUMBIA ETF TR II
$16M385K2.0%

Filing history

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