DOSSIER · 13F-HR · Q2 2026

Planning Project LLC

$501M in tracked AUM across 26 positions as of Q2 2026.

PP
CIK 0002052480 · last filed Jun 30, 2026
Total AUM
$501M
as of Q2 2026
Holdings
26
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Planning Project LLC 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
IVV
ISHARES TR
$196M254K39.1%
02
IEFA
ISHARES TR
$92M914K18.3%
03
AGG
ISHARES TR
$62M635K12.3%
04
IJH
ISHARES TR
$44M587K8.8%
05
LQD
ISHARES TR
$32M299K6.3%
06
IJR
ISHARES TR
$29M198K5.7%
07
XOM
EXXON MOBIL CORP
$11M71K2.3%
08
VOO
VANGUARD SCOTTSDALE FDS
$9M12K1.7%
09
G54950103
LINDE PLC
$7M14K1.3%
10
VEA
VANGUARD SCOTTSDALE FDS
$4M55K0.8%

Filing history

2026Q2Jun 30
$501M 26.0%
26 positionsView →
2025Q4Dec 31
$398M
144 positionsView →