§ 13F · FUND PROFILE
PLANNING ALTERNATIVES LTD /ADV.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $718.6T (13F)Positions · 80Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.9T 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 FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 415K | $283.9T | 35.8% | −1% |
| 2 | IJH | ISHARES TR | 1.27M | $84.0T | 10.6% | ±0% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.29M | $80.3T | 10.1% | −1% |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | 605K | $72.2T | 9.1% | +1% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 268K | $58.8T | 7.4% | −1% |
| 6 | IJR | ISHARES TR | 349K | $41.9T | 5.3% | ±0% |
| 7 | VUG | VANGUARD INDEX FDS | 36K | $17.8T | 2.2% | −2% |
| 8 | AAPL | APPLE INC | 61K | $16.7T | 2.1% | +2% |
| 9 | SCHF | SCHWAB STRATEGIC TR | 674K | $16.2T | 2.0% | −1% |
| 10 | XCEM | COLUMBIA ETF TR II | 324K | $12.4T | 1.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLANNING SIGNAL
AC read
PLANNING ALTERNATIVES LTD /ADV is a Other fund managing $718647.7 trillion in assets. The fund runs a portfolio of 80 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