StockDriftsStockDriftsTop 50 Planning Directions INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 12.11% | 115.2K | $26.2M | +8.69%(+9.21K) | $212.07(+11.81%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.45% | 67.9K | $16.1M | -1.54%(-1.06K) | $129.37(+89.43%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 7.14% | 334.8K | $15.4M | +45.63%(+104.91K) | $46.12(-0.52%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 6.75% | 459.3K | $14.6M | -5.31%(-25.74K) | $23.52(+46.08%) | 2026-06-30 | |
| UITB | VICTORY PORTFOLIOS II | 6.59% | 303.9K | $14.2M | +1.74%(+5.20K) | $47.00(-1.65%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.54% | 33.9K | $9.8M | -20.98%(-8.99K) | $68.78(+344.01%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 3.15% | 41.6K | $6.8M | -6.17%(-2.74K) | $84.18(+100.03%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 3.13% | 22.0K | $6.8M | +6.52%(+1.35K) | $196.26(+60.17%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.79% | 38.4K | $6.0M | -0.38%(-148) | $110.59(+45.32%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.65% | 38.6K | $5.7M | +2.60%(+979) | $111.90(+34.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.93% | +32.86% | +5.28% | +29.34% |
| Top 20 Holdings Unweighted | +9.74% | +32.16% | +5.12% | +28.37% |
Planning Directions INC reports $215.91M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are IVE (12.1%), VIG (7.5%) and JPIE (7.1%). The top 20 holdings account for 74.68% of reported assets. Its disclosed equity book has returned +32.86% 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 Directions INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 821103). View Planning Directions INC’s 13F filings on SEC