§ 13F · FUND PROFILE
PLANNING DIRECTIONS INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $178M (13F)Positions · 85Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 106K | $22M | 11.3% | NEW |
| 2 | SCHD | SCHWAB STRATEGIC TR | 485K | $15M | 7.5% | −64% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 69K | $15M | 7.5% | +1% |
| 4 | UITB | VICTORY PORTFOLIOS II | 299K | $14M | 7.1% | +6% |
| 5 | AAPL | APPLE INC | 43K | $11M | 5.5% | +1% |
| 6 | JPIE | J P MORGAN EXCHANGE TRADED F | 230K | $11M | 5.4% | NEW |
| 7 | MGV | VANGUARD WORLD FD | 44K | $6M | 3.3% | +3% |
| 8 | BSV | VANGUARD BD INDEX FDS | 82K | $6M | 3.2% | −62% |
| 9 | FLDR | FIDELITY MERRIMACK STR TR | 120K | $6M | 3.0% | +6% |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 39K | $5M | 2.7% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLANNING SIGNAL
AC read
PLANNING DIRECTIONS INC is a Other fund managing $178 million in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 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