StockDriftsStockDriftsTop 50 Planning Strategies INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 17.33% | 226.3K | $29.2M | +10.11%(+20.77K) | $117.83(+7.11%) | 2026-09-30 | |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | 10.65% | 429.9K | $17.9M | +9.09%(+35.81K) | $40.35(+5.44%) | 2026-09-30 | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 9.22% | 206.0K | $15.5M | +0.31%(+633) | $72.39(+8.42%) | 2026-09-30 | |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 5.97% | 203.2K | $10.1M | -1.81%(-3.75K) | $47.18(+5.94%) | 2026-09-30 | |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 3.72% | 148.3K | $6.3M | +8.42%(+11.51K) | $38.13(+13.35%) | 2026-09-30 | |
| VOO | VANGUARD S&P 500 ETF | 2.79% | 6.7K | $4.7M | +4.26%(+274) | $636.32(+10.73%) | 2026-09-30 | |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | 2.6% | 33.9K | $4.4M | +12.20%(+3.69K) | $121.81(+7.55%) | 2026-09-30 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 2.51% | 54.6K | $4.2M | +1.32%(+711) | $79.02(-2.05%) | 2026-09-30 | |
| COWZ | PACER US CASH COWS 100 ETF | 2.49% | 62.7K | $4.2M | -0.78%(-493) | $62.05(+13.19%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION COM | 2.4% | 17.7K | $4.0M | +0.63%(+110) | $182.83(+18.74%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.73% |
| Top 20 Holdings Unweighted | — | — | — | — | -0.51% |
Planning Strategies INC reports $168.91M in US-listed equity holdings across 1,156 positions in its most recent 13F filing. Its largest disclosed positions are VONG (17.3%), LVHI (10.7%) and DGRO (9.2%). The top 20 holdings account for 75.16% of reported assets. Its disclosed equity book has returned +0.73% cumulatively over 1 quarter. 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 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