StockDriftsStockDriftsTop 50 Planning Alternatives LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 33.4% | 415.9K | $311.5M | +0.08%(+340) | $186.64(+317.34%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 13.01% | 751.4K | $121.4M | +0.93%(+6.94K) | $101.31(+51.33%) | 2026-06-30 | |
| IJH | ISHARES TR | 10.81% | 1.31M | $100.8M | +0.60%(+7.83K) | $37.71(+108.29%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.56% | 1.25M | $89.1M | +0.85%(+10.60K) | $40.14(+84.36%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.63% | 354.2K | $52.5M | +0.41%(+1.46K) | $87.49(+71.40%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 3.26% | 503.7K | $30.4M | +4.29%(+20.74K) | $55.26(+15.29%) | 2026-06-30 | |
| XCEM | COLUMBIA ETF TR II | 2.22% | 391.6K | $20.7M | +1.72%(+6.61K) | $28.62(+78.13%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.1% | 67.6K | $19.5M | +3.65%(+2.38K) | $108.55(+181.32%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 1.98% | 214.6K | $18.5M | -0.92%(-1.99K) | $11.83(+654.10%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 1.96% | 660.0K | $18.3M | -1.09%(-7.30K) | $14.73(+94.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.07% | +64.62% | +9.92% | +60.50% |
| Top 20 Holdings Unweighted | +17.13% | +60.70% | +9.67% | +58.68% |
Planning Alternatives LTD reports $932.58M in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are IVV (33.4%), SPMO (13.0%) and IJH (10.8%). The top 20 holdings account for 91.21% of reported assets. Its disclosed equity book has returned +64.62% on a three-year cumulative basis. Figures reflect the Q2 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 Planning Alternatives LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 712011). View Planning Alternatives LTD’s 13F filings on SEC