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 Strategies Inc. (CIK 2139665) reported $160.3M across 1,065 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VONG ($26.3M, 16.39%), LVHI ($16.0M, 9.98%), DGRO ($15.6M, 9.71%), IQLT ($10.3M, 6.40%), TCAF ($5.6M, 3.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $26.3M | 16.39% | 205,539 | New |
| 2 | LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $16.0M | 9.98% | 394,118 | New |
| 3 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $15.6M | 9.71% | 205,356 | New |
| 4 | IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $10.3M | 6.40% | 206,966 | New |
| 5 | TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $5.6M | 3.51% | 136,760 | New |
| 6 | VOO | VANGUARD S&P 500 ETF | $4.4M | 2.76% | 6,437 | New |
| 7 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $4.3M | 2.66% | 53,903 | New |
| 8 | COWZ | PACER US CASH COWS 100 ETF | $3.9M | 2.45% | 63,236 | New |
| 9 | EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $3.9M | 2.43% | 30,222 | New |
| 10 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $3.6M | 2.27% | 44,019 | New |
| 11 | NVDA | NVIDIA CORPORATION COM | $3.6M | 2.26% | 18,096 | New |
| 12 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $3.4M | 2.09% | 32,784 | New |
| 13 | JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $3.1M | 1.92% | 39,448 | New |
| 14 | AAPL | APPLE INC COM | $3.1M | 1.92% | 10,647 | New |
| 15 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $2.6M | 1.64% | 12,000 | New |
| 16 | EPD | ENTERPRISE PRODS PARTNERS L P COM | $2.5M | 1.57% | 68,383 | New |
| 17 | CSRE | COHEN & STEERS REAL ESTATE ACTIVE ETF | $2.2M | 1.39% | 78,546 | New |
| 18 | VB | VANGUARD SMALL-CAP ETF | $1.8M | 1.12% | 5,930 | New |
| 19 | VO | VANGUARD MID-CAP ETF | $1.8M | 1.11% | 22,046 | New |
| 20 | MSFT | MICROSOFT CORP COM | $1.5M | 0.95% | 4,076 | New |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS COM | $1.4M | 0.89% | 5,046 | New |
| 22 | SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $1.4M | 0.85% | 23,567 | New |
| 23 | SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $1.3M | 0.82% | 14,720 | New |
| 24 | HDV | ISHARES CORE HIGH DIVIDEND ETF | $1.2M | 0.73% | 42,918 | New |
| 25 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1.1M | 0.70% | 19,265 | New |
Source: SEC Form 13F filings · as of 2026-06-30