13F Insight
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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

Top 10 holdings

By portfolio weight as of Q3 2026.

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