Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Planned Solutions, Inc. (CIK 1831332) reported $305.6M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($32.5M, 10.62%), FNDX ($29.1M, 9.51%), MOAT ($28.2M, 9.22%), JPIE ($24.6M, 8.04%), STLG ($15.4M, 5.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $32.5M | 10.62% | 227,909 | Added |
| 2 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $29.1M | 9.51% | 1.0M | Trimmed |
| 3 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $28.2M | 9.22% | 291,485 | Trimmed |
| 4 | JPIE | JPMORGAN INCOME ETF | $24.6M | 8.04% | 533,069 | Added |
| 5 | STLG | ISHARES MSCI USA QUALITY GARP ETF | $15.4M | 5.04% | 240,831 | Added |
| 6 | IVW | ISHARES S&P 500 GROWTH ETF | $14.9M | 4.87% | 131,489 | Added |
| 7 | QQQ | INVESCO QQQ TRUST SERIES I | $12.4M | 4.04% | 21,400 | Trimmed |
| 8 | IEFA | ISHARES CORE MSCI EAFE ETF | $12.1M | 3.96% | 133,736 | Added |
| 9 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $8.6M | 2.81% | 77,776 | Added |
| 10 | JVAL | JP MORGAN US VALUE FACTOR ETF | $7.1M | 2.31% | 144,411 | Trimmed |
| 11 | HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $7.0M | 2.30% | 109,884 | Added |
| 12 | MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $6.9M | 2.26% | 68,569 | Added |
| 13 | IVVB | ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF | $5.7M | 1.86% | 177,295 | Trimmed |
| 14 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $5.3M | 1.73% | 68,341 | Added |
| 15 | AAPL | APPLE INC COM | $5.0M | 1.64% | 19,761 | Trimmed |
| 16 | VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $4.9M | 1.61% | 64,891 | Trimmed |
| 17 | ITW | ILLINOIS TOOL WKS INC COM | $4.7M | 1.54% | 18,105 | Hold |
| 18 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $4.5M | 1.47% | 44,538 | Added |
| 19 | RSST | RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF | $3.5M | 1.14% | 123,025 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION COM | $3.4M | 1.11% | 19,522 | Trimmed |
| 21 | SCHB | SCHWAB U.S. BROAD MARKET ETF | $3.2M | 1.05% | 128,164 | Added |
| 22 | YEAR | AB CALIFORNIA INTERMEDIATE MUNICIPAL ETF | $2.7M | 0.87% | 106,148 | Added |
| 23 | ESTC | ELASTIC N V ORD SHS | $2.2M | 0.73% | 44,870 | Hold |
| 24 | MSFT | MICROSOFT CORP COM | $2.0M | 0.65% | 5,353 | Trimmed |
| 25 | LLY | ELI LILLY & CO COM | $1.7M | 0.56% | 1,860 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31