Planned Solutions, Inc.

CIK 0001831332 • 7 13F filings • Apr 9, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $247.0M112 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS COM	Stock	$284K	0.1%	2,141 SH
ADOBE INC COM	Stock	$257K	0.1%	669 SH
ALPHABET INC CAP STK CL C	Stock	$636K	0.3%	4,073 SH
AMERICAN ELEC PWR CO INC COM	Stock	$217K	0.1%	1,987 SH
APPLE INC COM	Stock	$2.7M	1.1%	12,248 SH
ARISTA NETWORKS INC COM SHS	Stock	$413K	0.2%	5,324 SH
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$9.0M	3.6%	103,011 SH
AXON ENTERPRISE INC COM	Stock	$616K	0.2%	1,171 SH
BANCO SANTANDER S.A. ADR	ADR	$73K	0.0%	10,925 SH
BANK AMERICA CORP COM	Stock	$418K	0.2%	10,022 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$1.0M	0.4%	1,960 SH
CAL MAINE FOODS INC COM NEW	Stock	$369K	0.1%	4,060 SH
CATERPILLAR INC COM	Stock	$219K	0.1%	663 SH
CF INDS HLDGS INC COM	Stock	$256K	0.1%	3,279 SH
CHEVRON CORP NEW COM	Stock	$578K	0.2%	3,454 SH
CHUBB LIMITED COM	Stock	$294K	0.1%	972 SH
CINCINNATI FINL CORP COM	Stock	$282K	0.1%	1,909 SH
CISCO SYS INC COM	Stock	$356K	0.1%	5,774 SH
COSTCO WHSL CORP NEW COM	Stock	$462K	0.2%	489 SH
D R HORTON INC COM	Stock	$307K	0.1%	2,414 SH
DUKE ENERGY CORP NEW COM NEW	Stock	$226K	0.1%	1,852 SH
ELASTIC N V ORD SHS	Stock	$4.0M	1.6%	44,870 SH
ELI LILLY & CO COM	Stock	$2.1M	0.9%	2,570 SH
EXXON MOBIL CORP COM	Stock	$476K	0.2%	3,999 SH
FASTENAL CO COM	Stock	$209K	0.1%	2,700 SH
GARMIN LTD SHS	Stock	$336K	0.1%	1,549 SH
GILEAD SCIENCES INC COM	Stock	$354K	0.1%	3,157 SH
GOLDMAN SACHS GROUP INC COM	Stock	$328K	0.1%	600 SH
GOLDMAN SACHS SMALL CAP CORE EQUITY ETF	ETF	$269K	0.1%	5,765 SH
HARTFORD INSURANCE GROUP INC COM	Stock	$226K	0.1%	1,830 SH
ILLINOIS TOOL WKS INC COM	Stock	$5.2M	2.1%	21,097 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$934K	0.4%	3,758 SH
INTUIT COM	Stock	$413K	0.2%	672 SH
INVESCO QQQ TRUST SERIES I	ETF	$15.1M	6.1%	32,147 SH
INVESCO S&P 500 GARP ETF	ETF	$9.9M	4.0%	99,013 SH
INVESCO S&P 500 PURE VALUE ETF	ETF	$575K	0.2%	6,228 SH
ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$5.9M	2.4%	58,458 SH
ISHARES CORE MSCI EAFE ETF	ETF	$6.8M	2.8%	90,202 SH
ISHARES CORE S&P 500 ETF	ETF	$887K	0.4%	1,579 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$639K	0.3%	10,945 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$18.5M	7.5%	151,829 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$618K	0.3%	6,247 SH
ISHARES DOW JONES U.S. ETF	ETF	$287K	0.1%	2,106 SH
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF	ETF	$1.1M	0.4%	5,445 SH
ISHARES GNMA BOND ETF	ETF	$799K	0.3%	18,206 SH
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF	ETF	$201K	0.1%	8,295 SH
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	$428K	0.2%	3,942 SH
ISHARES INTERNATIONAL SELECT DIVIDEND ETF	ETF	$641K	0.3%	20,678 SH
ISHARES LARGE CAP DEEP BUFFER ETF	ETF	$5.4M	2.2%	184,192 SH
ISHARES MSCI EAFE ETF	ETF	$209K	0.1%	2,554 SH
ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF	ETF	$2.0M	0.8%	82,103 SH
ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$755K	0.3%	4,420 SH
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$492K	0.2%	1,361 SH
ISHARES RUSSELL 2000 ETF	ETF	$1.4M	0.6%	6,997 SH
ISHARES S&P 500 GROWTH ETF	ETF	$1.3M	0.5%	14,485 SH
ISHARES S&P 500 VALUE ETF	ETF	$298K	0.1%	1,562 SH
ISHARES SELECT DIVIDEND ETF	ETF	$1.3M	0.5%	9,645 SH
ISHARES TIPS BOND ETF	ETF	$784K	0.3%	7,061 SH
ISHARES U.S. EQUITY FACTOR ETF	ETF	$1.1M	0.4%	18,952 SH
ISHARES U.S. TECHNOLOGY ETF	ETF	$591K	0.2%	4,210 SH
JANUS HENDERSON AAA CLO ETF	ETF	$343K	0.1%	6,755 SH
JOHNSON & JOHNSON COM	Stock	$672K	0.3%	4,055 SH
JP MORGAN US VALUE FACTOR ETF	ETF	$10.2M	4.1%	247,267 SH
JPMORGAN CHASE & CO. COM	Stock	$575K	0.2%	2,343 SH
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	ETF	$5.9M	2.4%	99,286 SH
JPMORGAN INCOME ETF	ETF	$21.9M	8.9%	476,001 SH
MASTERCARD INCORPORATED CL A	Stock	$227K	0.1%	414 SH
MCDONALDS CORP COM	Stock	$629K	0.3%	2,015 SH
MCKESSON CORP COM	Stock	$312K	0.1%	463 SH
MERCK & CO INC COM	Stock	$311K	0.1%	3,463 SH
META PLATFORMS INC CL A	Stock	$1.1M	0.5%	1,971 SH
MICROSOFT CORP COM	Stock	$1.8M	0.7%	4,803 SH
NETFLIX INC COM	Stock	$631K	0.3%	677 SH
NUCOR CORP COM	Stock	$271K	0.1%	2,249 SH
NVIDIA CORPORATION COM	Stock	$2.3M	0.9%	21,555 SH
PACKAGING CORP AMER COM	Stock	$235K	0.1%	1,188 SH
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	ETF	$11.9M	4.8%	118,392 SH
PROCTER AND GAMBLE CO COM	Stock	$692K	0.3%	4,058 SH
PUBLIC STORAGE OPER CO COM	REIT	$283K	0.1%	947 SH
PULTE GROUP INC COM	Stock	$314K	0.1%	3,057 SH
REGIONS FINANCIAL CORP NEW COM	Stock	$237K	0.1%	10,919 SH
RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF	ETF	$2.8M	1.1%	127,122 SH
SANOFI SPONSORED ADR	ADR	$281K	0.1%	5,068 SH
SCHWAB EMERGING MARKETS EQUITY ETF	ETF	$342K	0.1%	12,410 SH
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	ETF	$25.2M	10.2%	1,066,983 SH
SCHWAB INTERNATIONAL EQUITY ETF	ETF	$1.2M	0.5%	61,443 SH
SCHWAB SHORT-TERM US TREASURY ETF	ETF	$829K	0.3%	34,043 SH
SCHWAB U.S. BROAD MARKET ETF	ETF	$2.6M	1.0%	118,858 SH
SCHWAB U.S. SMALL-CAP ETF	ETF	$1.3M	0.5%	56,262 SH
SCHWAB US DIVIDEND EQUITY ETF	ETF	$698K	0.3%	24,980 SH
SHELL PLC SPON ADS	ADR	$242K	0.1%	3,300 SH
SNAP ON INC COM	Stock	$320K	0.1%	950 SH
SPDR BLACKSTONE SENIOR LOAN ETF	ETF	$362K	0.1%	8,813 SH
SPDR S&P 500 ETF TRUST	ETF	$469K	0.2%	838 SH
TESLA INC COM	Stock	$282K	0.1%	1,087 SH
TEXAS INSTRS INC COM	Stock	$258K	0.1%	1,438 SH
THERMO FISHER SCIENTIFIC INC COM	Stock	$282K	0.1%	567 SH
TOYOTA MOTOR CORP ADS	ADR	$216K	0.1%	1,225 SH
VANECK MORNINGSTAR INTERNATIONAL MOAT ETF	ETF	$482K	0.2%	14,480 SH
VANECK MORNINGSTAR WIDE MOAT ETF	ETF	$26.3M	10.7%	299,076 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$472K	0.2%	2,435 SH
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	ETF	$218K	0.1%	3,587 SH
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$872K	0.4%	17,153 SH
VANGUARD HEALTH CARE ETF	ETF	$237K	0.1%	895 SH
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$4.9M	2.0%	63,960 SH
VANGUARD VALUE ETF	ETF	$620K	0.3%	3,592 SH
VENTAS INC COM	REIT	$273K	0.1%	3,977 SH
VERIZON COMMUNICATIONS INC COM	Stock	$287K	0.1%	6,319 SH
VISA INC COM CL A	Stock	$549K	0.2%	1,567 SH
WALMART INC COM	Stock	$476K	0.2%	5,422 SH
WELLS FARGO CO NEW COM	Stock	$247K	0.1%	3,440 SH
WELLTOWER INC COM	REIT	$353K	0.1%	2,307 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0001831332-26-000005	—	View
Jan 28, 2026	Q4 2025	13F-HR	0001831332-26-000001	$311.7M	View
Oct 23, 2025	Q3 2025