PLANNING DIRECTIONS INC - Portfolio Stock Holdings

PLANNING DIRECTIONS INC disclosed 111 stock positions in a recent SEC 13F filing. $215,284,763 of stock holdings were filed, with the largest holdings including IVE, VIG, and JPIE. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $542,444,766 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.