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Planned Solutions, Inc. - Portfolio Stock Holdings

Planned Solutions, Inc. disclosed 162 stock positions in a recent SEC 13F filing. $345,819,880 of stock holdings were filed, with the largest holdings including ITOT, FNDX, and MOAT. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

162

Est. Stock Holding Value:

$345,819,880

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Planned Solutions, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Planned Solutions, Inc.

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.