Planning Strategies Inc.

DOSSIER · 13F-HR · Q3 2026

Planning Strategies Inc.

$169M in tracked AUM across 1,159 positions as of Q3 2026.

PS

CIK 0002139665 · last filed Sep 30, 2026

Total AUM

$169M

as of Q3 2026

Holdings

1,159

—

positions

Whale Score

49

49

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Planning Strategies Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

$29M226K17.3%02

LVHI

FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF

$18M430K10.6%03

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

$16M206K9.2%04

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

$10M203K6.0%05

TCAF

T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF

$6M148K3.7%06

VOO

VANGUARD S&P 500 ETF

$5M7K2.8%07

EQWL

INVESCO S&P 100 EQUAL WEIGHT ETF

$4M34K2.6%08

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF