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Planning Strategies Inc. 13F holdings

Filed 2026-10-02 · Planning Strategies Inc. · 1,159 positions · $168.9M

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TickerCompanySharesValue% of portfolio
VONGVANGUARD RUSSELL 1000 GROWTH ETF226.3K$29.2M17.3%
LVHIFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF429.9K$17.9M10.6%
DGROISHARES CORE DIVIDEND GROWTH ETF206.0K$15.5M9.2%
IQLTISHARES MSCI INTL QUALITY FACTOR ETF203.2K$10.1M6.0%
TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF148.3K$6.3M3.7%
VOOVANGUARD S&P 500 ETF6.7K$4.7M2.8%
EQWLINVESCO S&P 100 EQUAL WEIGHT ETF33.9K$4.4M2.6%
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF54.6K$4.2M2.5%
COWZPACER US CASH COWS 100 ETF62.7K$4.2M2.5%
NVDANVIDIA CORPORATION COM17.7K$4.0M2.4%
AAPLAPPLE INC COM10.5K$3.5M2.1%
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF44.2K$3.5M2.0%
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF34.3K$3.4M2.0%
JMEEJPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF40.5K$3.0M1.8%
QUALISHARES MSCI USA QUALITY FACTOR ETF11.6K$2.6M1.5%
EPDENTERPRISE PRODS PARTNERS L P COM68.5K$2.4M1.4%
CSRECOHEN & STEERS REAL ESTATE ACTIVE ETF81.3K$2.2M1.3%
MSFTMICROSOFT CORP COM3.8K$1.9M1.1%
VBVANGUARD MORNINGSTAR SMALL-CAP ETF6.8K$1.9M1.1%
VOVANGUARD MORNINGSTAR MID-CAP ETF21.8K$1.7M1.0%
VTVVANGUARD MORNINGSTAR VALUE ETF5.8K$1.2M0.7%
SMLFISHARES U.S. SMALLCAP EQUITY FACTOR ETF14.7K$1.2M0.7%
HDVISHARES CORE HIGH DIVIDEND ETF41.8K$1.2M0.7%
IBMINTERNATIONAL BUSINESS MACHS COM5.0K$1.1M0.7%
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF20.6K$1.1M0.6%
VGSHVANGUARD SHORT-TERM TREASURY ETF18.4K$1.1M0.6%
IVVISHARES CORE S&P 500 ETF1.3K$1.0M0.6%
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF14.2K$993,6780.6%
UTESVIRTUS REAVES UTILITIES ETF12.8K$899,0760.5%
XOMEXXONMOBIL HOLDINGS CORP COM SHS5.3K$862,2260.5%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW1.7K$860,9560.5%
VTIVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF2.3K$847,5240.5%
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF7.8K$835,7620.5%
AMZNAMAZON COM INC COM3.3K$817,4330.5%
QQQINVESCO QQQ TRUST SERIES I1.1K$782,1260.5%
BSVVANGUARD SHORT-TERM BOND ETF9.6K$731,4540.4%
VAWVANGUARD MATERIALS ETF3.2K$698,7990.4%
USMVISHARES MSCI USA MIN VOL FACTOR ETF6.6K$639,3040.4%
ICOWPACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF13.8K$578,5460.3%
METAMETA PLATFORMS INC CL A727$527,4370.3%
IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF10.0K$523,8790.3%
RSPINVESCO S&P 500 EQUAL WEIGHT ETF2.4K$497,1680.3%
QDPLPACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF10.3K$470,7120.3%
SCHDSCHWAB US DIVIDEND EQUITY ETF13.9K$451,0300.3%
GOOGALPHABET INC CAP STK CL C1.3K$446,5570.3%
VDEVANGUARD ENERGY ETF2.6K$439,8690.3%
VBKVANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF1.3K$424,2910.3%
GOOGLALPHABET INC CAP STK CL A1.2K$397,8100.2%
ITAISHARES U.S. AEROSPACE & DEFENSE ETF1.9K$388,0480.2%
SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF6.0K$378,0250.2%
NANRSTATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF4.4K$368,0850.2%
JNJJOHNSON & JOHNSON COM1.3K$333,3080.2%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF2.1K$327,8650.2%
VFHVANGUARD FINANCIALS ETF2.4K$311,9560.2%
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND11.9K$303,3600.2%
AVGOBROADCOM INC COM862$302,7140.2%
JPMJPMORGAN CHASE & CO COM813$268,9410.2%
GEGE AEROSPACE COM NEW855$267,0080.2%
ABBVABBVIE INC COM1.0K$264,2060.2%
RSPMINVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF6.4K$239,7090.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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