§ 13F · FUND PROFILE
Planned Solutions, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $262.9T (13F)Positions · 123Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 216K | $32.2T | 10.3% | +21% |
| 2 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 292K | $30.2T | 9.7% | −2% |
| 3 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1.05M | $28.6T | 9.2% | −1% |
| 4 | JPIE | JPMORGAN INCOME ETF | 520K | $24.0T | 7.7% | +4% |
| 5 | GARP | ISHARES MSCI USA QUALITY GARP ETF | 235K | $16.0T | 5.1% | +2% |
| 6 | IVW | ISHARES S&P 500 GROWTH ETF | 128K | $15.8T | 5.1% | +13% |
| 7 | QQQ | INVESCO QQQ TRUST SERIES I | 22K | $13.4T | 4.3% | +1% |
| 8 | IEFA | ISHARES CORE MSCI EAFE ETF | 129K | $11.5T | 3.7% | +25% |
| 9 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 77K | $7.8T | 2.5% | +13% |
| 10 | HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 110K | $7.3T | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLANNED SIGNAL
AC read
Planned Solutions, Inc. is a Other fund managing $262857.2 trillion in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed