StockDriftsStockDriftsTop 50 Planned Solutions INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 9.99% | 218.5K | $36.3M | -8.45%(-20.16K) | $102.62(+62.46%) | 2026-09-30 | |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 8.3% | 959.3K | $30.2M | -7.24%(-74.84K) | $13.72(+136.38%) | 2026-09-30 | |
| JPIE | JPMORGAN INCOME ETF | 8.06% | 653.5K | $29.3M | +20.13%(+109.48K) | $45.38(-1.03%) | 2026-09-30 | |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 6.98% | 240.1K | $25.4M | -16.86%(-48.70K) | $57.63(+91.70%) | 2026-09-30 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 6.6% | 168.8K | $24.0M | +27.30%(+36.19K) | $110.50(+26.89%) | 2026-09-30 | |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 4.8% | 173.6K | $17.5M | +156.14%(+105.85K) | $100.64(-0.12%) | 2026-09-30 | |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | 4.3% | 183.3K | $15.6M | -24.56%(-59.70K) | $56.45(+45.17%) | 2026-09-30 | |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 3.98% | 122.9K | $14.5M | +57.51%(+44.89K) | $105.78(+13.14%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 3.79% | 18.6K | $13.8M | -12.97%(-2.78K) | $405.90(+76.98%) | 2026-09-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 2.88% | 108.3K | $10.5M | -21.71%(-30.02K) | $71.26(+34.66%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.49% | +46.16% | +5.91% | +33.27% |
| Top 20 Holdings Unweighted | +13.84% | +47.53% | +6.84% | +39.22% |
Planned Solutions INC reports $365.12M in US-listed equity holdings across 155 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (10.0%), FNDX (8.3%) and JPIE (8.1%). The top 20 holdings account for 75.75% of reported assets. Its disclosed equity book has returned +46.16% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Planned Solutions INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1831332). View Planned Solutions INC’s 13F filings on SEC