§ 13F · FUND PROFILE
Planned Solutions, Inc..
AUM · $349M (13F)Positions · 155Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 239K | $39M | 11.2% | +5% |
| 2 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1.03M | $32M | 9.2% | −1% |
| 3 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 289K | $30M | 8.6% | −1% |
| 4 | JPIE | JPMORGAN INCOME ETF | 544K | $25M | 7.2% | +2% |
| 5 | GARP | ISHARES MSCI USA QUALITY GARP ETF | 243K | $20M | 5.7% | +1% |
| 6 | IVW | ISHARES S&P 500 GROWTH ETF | 133K | $18M | 5.2% | +1% |
| 7 | QQQ | INVESCO QQQ TRUST SERIES I | 21K | $16M | 4.5% | ±0% |
| 8 | IEFA | ISHARES CORE MSCI EAFE ETF | 138K | $13M | 3.8% | +3% |
| 9 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 78K | $10M | 2.8% | ±0% |
| 10 | JVAL | JP MORGAN US VALUE FACTOR ETF | 143K | $8M | 2.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLANNED SIGNAL
AC read
Planned Solutions, Inc. is a Other fund managing $349 million in assets. The fund runs a portfolio of 155 positions.
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