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 DIRECTIONS INC (CIK 821103) reported $215.9M across 110 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVE ($26.2M, 12.11%), VIG ($16.1M, 7.45%), JPIE ($15.4M, 7.14%), SCHD ($14.6M, 6.75%), UITB ($14.2M, 6.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $26.2M | 12.11% | 115,172 | Added |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $16.1M | 7.45% | 67,945 | Trimmed |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | $15.4M | 7.14% | 334,845 | Added |
| 4 | SCHD | SCHWAB STRATEGIC TR | $14.6M | 6.75% | 459,308 | Trimmed |
| 5 | UITB | VICTORY PORTFOLIOS II | $14.2M | 6.59% | 303,886 | Added |
| 6 | AAPL | APPLE INC | $9.8M | 4.54% | 33,856 | Trimmed |
| 7 | MGV | VANGUARD WORLD FD | $6.8M | 3.15% | 41,638 | Trimmed |
| 8 | VOT | VANGUARD INDEX FDS | $6.8M | 3.13% | 22,040 | Added |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | $6.0M | 2.79% | 38,436 | Trimmed |
| 10 | IJR | ISHARES TR | $5.7M | 2.65% | 38,614 | Added |
| 11 | FLDR | FIDELITY MERRIMACK STR TR | $5.5M | 2.56% | 110,473 | Trimmed |
| 12 | VUG | VANGUARD INDEX FDS | $5.2M | 2.41% | 60,338 | Added |
| 13 | ISTB | ISHARES TR | $5.1M | 2.36% | 105,786 | Added |
| 14 | BSV | VANGUARD BD INDEX FDS | $4.8M | 2.22% | 61,633 | Trimmed |
| 15 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.9M | 1.81% | 69,044 | Added |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | $3.8M | 1.76% | 48,059 | Trimmed |
| 17 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.57% | 55,104 | Added |
| 18 | SDY | SPDR SERIES TRUST | $2.8M | 1.32% | 18,714 | Added |
| 19 | IUSG | ISHARES TR | $2.7M | 1.27% | 14,559 | Trimmed |
| 20 | NEAR | ISHARES U S ETF TR | $2.4M | 1.10% | 46,706 | Added |
| 21 | AMAT | APPLIED MATLS INC | $2.4M | 1.09% | 3,259 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $2.1M | 0.98% | 10,565 | Trimmed |
| 23 | VTV | VANGUARD INDEX FDS | $2.1M | 0.95% | 9,457 | Trimmed |
| 24 | VO | VANGUARD INDEX FDS | $1.8M | 0.82% | 21,966 | Added |
| 25 | JIRE | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.73% | 19,116 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30