§ 13F · FUND PROFILE
PLANNING DIRECTIONS INC.
AUM · $216M (13F)Positions · 110Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 115K | $26M | 12.1% | +9% |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 68K | $16M | 7.4% | −2% |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | 335K | $15M | 7.1% | +46% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 459K | $15M | 6.7% | −5% |
| 5 | UITB | VICTORY PORTFOLIOS II | 304K | $14M | 6.6% | +2% |
| 6 | AAPL | APPLE INC | 34K | $10M | 4.5% | −21% |
| 7 | MGV | VANGUARD WORLD FD | 42K | $7M | 3.2% | −6% |
| 8 | VOT | VANGUARD INDEX FDS | 22K | $7M | 3.1% | +7% |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | 38K | $6M | 2.8% | ±0% |
| 10 | IJR | ISHARES TR | 39K | $6M | 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 $216 million in assets. The fund runs a portfolio of 110 positions.
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