§ 13F · FUND PROFILE
PLANNING DIRECTIONS INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $177.7T (13F)Positions · 85Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$198.4T 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 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 1.34M | $36.9T | 18.6% | NEW |
| 2 | BSV | VANGUARD BD INDEX FDS | 213K | $16.8T | 8.4% | NEW |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 68K | $15.0T | 7.5% | NEW |
| 4 | UITB | VICTORY PORTFOLIOS II | 281K | $13.3T | 6.7% | NEW |
| 5 | AAPL | APPLE INC | 43K | $11.6T | 5.8% | NEW |
| 6 | IJR | ISHARES TR | 60K | $7.2T | 3.6% | NEW |
| 7 | MGV | VANGUARD WORLD FD | 43K | $6.1T | 3.1% | NEW |
| 8 | FLDR | FIDELITY MERRIMACK STR TR | 114K | $5.7T | 2.9% | NEW |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | 40K | $5.6T | 2.8% | NEW |
| 10 | VOT | VANGUARD INDEX FDS | 20K | $5.6T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLANNING SIGNAL
AC read
PLANNING DIRECTIONS INC is a Other fund managing $177664.7 trillion in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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