Institutions / Planned Solutions, Inc.
Planned Solutions, Inc.
CIK 1831332 · Institution · as of Dec 31, 2025
Portfolio value
$309.28M
Positions
138
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 138 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $32.17M | 10.4% |
| VanEck Morningstar Wide Moat ETF | $30.21M | 9.8% |
| Schwab Fundamental U.S. Large Company ETF | $28.57M | 9.2% |
| JPMorgan Income ETF | $24.05M | 7.8% |
| iShares MSCI USA Quality Garp ETF | $16.02M | 5.2% |
| iShares S&P 500 Growth ETF | $15.75M | 5.1% |
| Invesco Qqq Trust Series I | $13.40M | 4.3% |
| iShares Core MSCI Eafe ETF | $11.50M | 3.7% |
| Avantis U.S. Small Cap Value ETF | $7.82M | 2.5% |
| JPMorgan Hedged Equity Laddered Overlay ETF | $7.30M | 2.4% |
| Jp Morgan US Value Factor ETF | $7.14M | 2.3% |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $6.78M | 2.2% |
| Apple Inc. | $6.04M | 2.0% |
| iShares Large Cap Deep Quarterly Laddered ETF | $6.03M | 1.9% |
| Vanguard Intermediate-Term Bond ETF | $4.97M | 1.6% |
| Vanguard 0-3 Month Treasury Bill ETF | $4.94M | 1.6% |
| NVIDIA Corp | $4.58M | 1.5% |
| Return Stacked U.S. Stocks & Managed Futures ETF | $3.54M | 1.1% |
| Elastic N.V. | $3.38M | 1.1% |
| Schwab U.S. Broad Market ETF | $3.27M | 1.1% |
| iShares 0-3 Month Treasury Bond ETF | $2.92M | 0.9% |
| Microsoft Corp | $2.73M | 0.9% |
| AB California Intermediate Municipal ETF | $2.64M | 0.9% |
| ELI LILLY & Co | $2.25M | 0.7% |
| Illinois Tool Works Inc | $2.00M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.