Planning Strategies Inc. - Portfolio Stock Holdings
Planning Strategies Inc. disclosed 1187 stock positions in a recent SEC 13F filing. $168,369,064 of stock holdings were filed, with the largest holdings including VONG, LVHI, and DGRO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.Report Period:
Sept. 30, 2026No. of Stocks:
1187Est. Stock Holding Value:
$168,369,064Top Stock Holdings By Sector
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Portfolio Stock Holdings - Planning Strategies Inc.
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Portfolio Options Holdings - Planning Strategies Inc.
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