DOSSIER · 13F-HR · Q4 2025

Planning Project LLC

$398M in tracked AUM across 144 positions as of Q4 2025.

PP
CIK 0002052480 · last filed Dec 31, 2025
Total AUM
$398M
as of Q4 2025
Holdings
144
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Planning Project LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500
$150M218K37.6%
02
IEFA
ISHARES CORE MSCI EAFE
$71M792K17.8%
03
AGG
ISHARES CORE US
$56M559K14.0%
04
IJH
ISHARES CORE S&P MID CAP
$34M509K8.4%
05
LQD
ISHARES IBOXX INVT GRADE
$28M257K7.1%
06
IJR
ISHARES CORE S&P SMALL
$21M173K5.2%
07
VOO
VANGUARD S&P 500 ETF
$8M12K1.9%
08
G54950103
LINDE PLC F
$6M14K1.5%
09
VEA
VANGUARD FTSE DEVELOPED
$3M44K0.7%
10
BND
VANGUARD TOTAL BOND
$2M34K0.6%

Filing history

2025Q4Dec 31
$398M
144 positionsView →