§ 13F · FUND PROFILE
Planning Project LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 144Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$398.0T 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 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 | 218K | $149.5T | 37.6% | NEW |
| 2 | IEFA | ISHARES CORE MSCI EAFE | 792K | $70.8T | 17.8% | NEW |
| 3 | AGG | ISHARES CORE US | 559K | $55.8T | 14.0% | NEW |
| 4 | IJH | ISHARES CORE S&P MID CAP | 509K | $33.6T | 8.4% | NEW |
| 5 | LQD | ISHARES IBOXX INVT GRADE | 257K | $28.3T | 7.1% | NEW |
| 6 | IJR | ISHARES CORE S&P SMALL | 173K | $20.8T | 5.2% | NEW |
| 7 | VOO | VANGUARD S&P 500 ETF | 12K | $7.7T | 1.9% | NEW |
| 8 | LIN | LINDE PLC F | 14K | $5.8T | 1.5% | NEW |
| 9 | VEA | VANGUARD FTSE DEVELOPED | 44K | $2.8T | 0.7% | NEW |
| 10 | BND | VANGUARD TOTAL BOND | 34K | $2.5T | 0.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLANNING SIGNAL
AC read
Planning Project LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed