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

PLANNING ALTERNATIVES LTD /ADV

$775M in tracked AUM across 111 positions as of Q1 2026.

PA
CIK 0000712011 · last filed Mar 31, 2026
Total AUM
$775M
as of Q1 2026
Holdings
111
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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Filing history

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