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.
PLANNING ALTERNATIVES LTD /ADV (CIK 712011) reported $774.8M across 111 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($271.5M, 35.04%), IJH ($87.8M, 11.33%), SPMO ($83.5M, 10.77%), VEA ($79.5M, 10.26%), IJR ($43.8M, 5.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $271.5M | 35.04% | 415,589 | Added |
| 2 | IJH | ISHARES TR | $87.8M | 11.33% | 1.3M | Added |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | $83.5M | 10.77% | 744,409 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $79.5M | 10.26% | 1.2M | Trimmed |
| 5 | IJR | ISHARES TR | $43.8M | 5.66% | 352,704 | Added |
| 6 | IDMO | INVESCO EXCH TRADED FD TR II | $26.5M | 3.42% | 482,978 | New |
| 7 | AAPL | APPLE INC | $16.5M | 2.14% | 65,180 | Added |
| 8 | SCHF | SCHWAB STRATEGIC TR | $16.5M | 2.13% | 667,274 | Trimmed |
| 9 | VUG | VANGUARD INDEX FDS | $15.8M | 2.04% | 36,104 | Trimmed |
| 10 | XCEM | COLUMBIA ETF TR II | $15.7M | 2.03% | 385,033 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $10.6M | 1.37% | 16,365 | Trimmed |
| 12 | VTV | VANGUARD INDEX FDS | $9.1M | 1.17% | 46,198 | Added |
| 13 | SCHX | SCHWAB STRATEGIC TR | $8.8M | 1.13% | 342,298 | Trimmed |
| 14 | ESGU | ISHARES TR | $4.6M | 0.59% | 32,560 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $4.4M | 0.57% | 25,192 | Added |
| 16 | VOO | VANGUARD INDEX FDS | $4.3M | 0.56% | 7,272 | Added |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $4.1M | 0.52% | 18,883 | Trimmed |
| 18 | SCHB | SCHWAB STRATEGIC TR | $4.0M | 0.51% | 157,971 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $3.6M | 0.46% | 9,691 | Added |
| 20 | IWV | ISHARES TR | $2.8M | 0.36% | 7,556 | Hold |
| 21 | EAGG | ISHARES TR | $2.3M | 0.30% | 48,262 | Added |
| 22 | DTE | DTE ENERGY CO | $2.3M | 0.30% | 15,654 | Added |
| 23 | IBIT | ISHARES BITCOIN TRUST ETF | $1.8M | 0.24% | 47,435 | Added |
| 24 | ESGD | ISHARES TR | $1.8M | 0.23% | 18,918 | Added |
| 25 | BND | VANGUARD BD INDEX FDS | $1.8M | 0.23% | 24,268 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31