StockDriftsStockDriftsTop 50 Planning Strategies Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 16.43% | 205.5K | $26.3M | new | $116.76(+9.60%) | 2026-06-30 | |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | 10% | 394.1K | $16.0M | new | $40.28(+6.90%) | 2026-06-30 | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 9.73% | 205.4K | $15.6M | new | $72.39(+10.33%) | 2026-06-30 | |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 6.41% | 207.0K | $10.3M | new | $47.18(+9.93%) | 2026-06-30 | |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 3.52% | 136.8K | $5.6M | new | $37.83(+13.28%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 2.76% | 6.4K | $4.4M | new | $633.87(+12.17%) | 2026-06-30 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 2.66% | 53.9K | $4.3M | new | $79.03(-0.62%) | 2026-06-30 | |
| COWZ | PACER US CASH COWS 100 ETF | 2.46% | 63.2K | $3.9M | new | $62.05(+12.98%) | 2026-06-30 | |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | 2.44% | 30.2K | $3.9M | new | $120.93(+11.09%) | 2026-06-30 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 2.28% | 44.0K | $3.6M | new | $82.48(-1.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Planning Strategies Inc. reports $160.33K in US-listed equity holdings across 1,065 positions in its most recent 13F filing. Its largest disclosed positions are VONG (16.4%), LVHI (10.0%) and DGRO (9.7%). The top 20 holdings account for 74.57% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Planning Strategies Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2139665). View Planning Strategies Inc.’s 13F filings on SEC