§ 13F · FUND PROFILE
Planning Strategies Inc..
AUM · $160M (13F)Positions · 1068Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 206K | $26M | — | — |
| 2 | LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | 394K | $16M | — | — |
| 3 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 205K | $16M | — | — |
| 4 | IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 207K | $10M | — | — |
| 5 | TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 137K | $6M | — | — |
| 6 | VOO | VANGUARD S&P 500 ETF | 6K | $4M | — | — |
| 7 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 54K | $4M | — | — |
| 8 | COWZ | PACER US CASH COWS 100 ETF | 63K | $4M | — | — |
| 9 | EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | 30K | $4M | — | — |
| 10 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 44K | $4M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLANNING SIGNAL
AC read
Planning Strategies Inc. is a institutional fund managing $160 million in assets. The fund runs a massive portfolio of 1,068 positions.
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