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: $262.9M122 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS COM	Stock	$433K	0.2%	3,181 SH	New
AGNICO EAGLE MINES LTD COM	Stock	$201K	0.1%Prev: 0.1%	1,688 SH	Decreased
ALPHABET INC CAP STK CL C	Stock	$744K	0.3%Prev: 0.5%	4,193 SH	Decreased-643 SH
AMAZON COM INC COM	Stock	$302K	0.1%Prev: 0.1%	1,377 SH	Decreased-724 SH
AMERICAN ELEC PWR CO INC COM	Stock	$201K	0.1%	1,939 SH	New
APPLE INC COM	Stock	$3.9M	1.5%Prev: 1.6%	18,786 SH	Decreased-975 SH
APPLIED MATLS INC COM	Stock	$291K	0.1%Prev: 0.2%	1,590 SH	Decreased-8 SH
ARISTA NETWORKS INC COM SHS	Stock	$538K	0.2%Prev: 0.2%	5,260 SH	Decreased-176 SH
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$6.2M	2.4%Prev: 2.8%	68,541 SH	Decreased-9,235 SH
AXON ENTERPRISE INC COM	Stock	$970K	0.4%Prev: 0.2%	1,171 SH	Increased+91 SH
BANCO SANTANDER S.A. ADR	ADR	$91K	0.0%	10,925 SH	New
BANK AMERICA CORP COM	Stock	$488K	0.2%Prev: 0.2%	10,307 SH	Decreased-854 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$840K	0.3%Prev: 0.3%	1,729 SH	Decreased-173 SH
CADENCE DESIGN SYSTEM INC COM	Stock	$211K	0.1%	685 SH	New
CAL MAINE FOODS INC COM NEW	Stock	$404K	0.2%Prev: 0.1%	4,060 SH	Increased+183 SH
CATERPILLAR INC COM	Stock	$250K	0.1%Prev: 0.3%	644 SH	Decreased-718 SH
CF INDS HLDGS INC COM	Stock	$312K	0.1%	3,393 SH	New
CHEVRON CORP NEW COM	Stock	$461K	0.2%	3,221 SH	New
CHUBB LIMITED COM	Stock	$281K	0.1%	970 SH	New
CINCINNATI FINL CORP COM	Stock	$289K	0.1%Prev: 0.1%	1,942 SH	Decreased-163 SH
CISCO SYS INC COM	Stock	$401K	0.2%Prev: 0.2%	5,774 SH	Decreased-1,545 SH
COSTCO WHSL CORP NEW COM	Stock	$484K	0.2%	489 SH	New
D R HORTON INC COM	Stock	$311K	0.1%Prev: 0.1%	2,414 SH	Decreased
DUKE ENERGY CORP NEW COM NEW	Stock	$219K	0.1%Prev: 0.1%	1,852 SH	Decreased-27 SH
ELASTIC N V ORD SHS	Stock	$3.8M	1.4%Prev: 0.7%	44,870 SH	Increased
ELI LILLY & CO COM	Stock	$1.9M	0.7%Prev: 0.6%	2,414 SH	Increased+554 SH
EVERCORE INC CLASS A	Stock	$216K	0.1%Prev: 0.1%	800 SH	Decreased
EXXON MOBIL CORP COM	Stock	$443K	0.2%Prev: 0.2%	4,112 SH	Decreased+207 SH
FASTENAL CO COM	Stock	$227K	0.1%Prev: 0.1%	5,400 SH	Decreased-44 SH
GARMIN LTD SHS	Stock	$323K	0.1%Prev: 0.1%	1,549 SH	Decreased+15 SH
GILEAD SCIENCES INC COM	Stock	$350K	0.1%Prev: 0.1%	3,157 SH	Decreased+449 SH
GOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF	ETF	$394K	0.2%Prev: 0.4%	7,933 SH	Decreased-13,848 SH
GOLDMAN SACHS GROUP INC COM	Stock	$425K	0.2%Prev: 0.2%	600 SH	Decreased
HARTFORD INSURANCE GROUP INC COM	Stock	$232K	0.1%Prev: 0.1%	1,830 SH	Decreased
HERSHEY CO COM	Stock	$242K	0.1%Prev: 0.1%	1,459 SH	Decreased-79 SH
ILLINOIS TOOL WKS INC COM	Stock	$4.5M	1.7%Prev: 1.5%	18,097 SH	Decreased-8 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$1.1M	0.4%Prev: 0.3%	3,758 SH	Increased-25 SH
INTUIT COM	Stock	$529K	0.2%Prev: 0.1%	672 SH	Increased
INVESCO NASDAQ 100 ETF	ETF	$650K	0.2%Prev: 0.2%	2,863 SH	Increased+531 SH
INVESCO QQQ TRUST SERIES I	ETF	$12.3M	4.7%Prev: 4.0%	22,255 SH	Decreased+855 SH
INVESCO S&P 500 GARP ETF	ETF	$1.3M	0.5%Prev: 0.4%	12,039 SH	Decreased-730 SH
INVESCO S&P 500 PURE VALUE ETF	ETF	$350K	0.1%Prev: 0.1%	3,734 SH	Decreased+375 SH
ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$2.2M	0.8%Prev: 1.5%	21,671 SH	Decreased-22,867 SH
ISHARES CORE MSCI EAFE ETF	ETF	$7.8M	3.0%Prev: 4.0%	93,237 SH	Decreased-40,499 SH
ISHARES CORE S&P 500 ETF	ETF	$985K	0.4%Prev: 0.4%	1,586 SH	Decreased-289 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$680K	0.3%Prev: 0.2%	10,969 SH	Decreased-83 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$22.1M	8.4%Prev: 10.6%	163,703 SH	Decreased-64,206 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$624K	0.2%Prev: 0.2%	6,293 SH	Decreased-486 SH
ISHARES DOW JONES U.S. ETF	ETF	$318K	0.1%Prev: 0.1%	2,106 SH	Decreased
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF	ETF	$1.2M	0.5%Prev: 0.4%	5,107 SH	Increased-3 SH
ISHARES GNMA BOND ETF	ETF	$749K	0.3%Prev: 0.3%	17,042 SH	Decreased-843 SH
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	$432K	0.2%Prev: 0.1%	3,942 SH	Increased
ISHARES INTERNATIONAL SELECT DIVIDEND ETF	ETF	$699K	0.3%Prev: 0.3%	20,246 SH	Decreased+398 SH
ISHARES LARGE CAP DEEP BUFFER ETF	ETF	$5.8M	2.2%	186,318 SH	New
ISHARES MSCI EAFE ETF	ETF	$228K	0.1%Prev: 0.1%	2,554 SH	Decreased
ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF	ETF	$894K	0.3%	37,689 SH	New
ISHARES MSCI USA QUALITY GARP ETF	ETF	$13.7M	5.2%Prev: 5.0%	226,228 SH	Decreased-14,603 SH
ISHARES RUSSELL 2000 ETF	ETF	$1.3M	0.5%Prev: 0.5%	6,201 SH	Decreased-42 SH
ISHARES S&P 500 GROWTH ETF	ETF	$11.7M	4.4%Prev: 4.9%	106,080 SH	Decreased-25,409 SH
ISHARES S&P 500 VALUE ETF	ETF	$248K	0.1%Prev: 0.1%	1,267 SH	Decreased
ISHARES SELECT DIVIDEND ETF	ETF	$1.3M	0.5%Prev: 0.5%	9,670 SH	Decreased-56 SH
ISHARES TIPS BOND ETF	ETF	$738K	0.3%Prev: 0.2%	6,707 SH	Decreased
ISHARES U.S. EQUITY FACTOR ETF	ETF	$1.2M	0.5%Prev: 0.4%	19,185 SH	Increased+2,731 SH
JANUS HENDERSON AAA CLO ETF	ETF	$444K	0.2%Prev: 0.1%	8,740 SH	Increased+248 SH
JOHNSON & JOHNSON COM	Stock	$634K	0.2%Prev: 0.3%	4,148 SH	Decreased+49 SH
JP MORGAN US VALUE FACTOR ETF	ETF	$6.8M	2.6%Prev: 2.3%	152,636 SH	Decreased+8,225 SH
JPMORGAN CHASE & CO. COM	Stock	$683K	0.3%	2,357 SH	New
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	ETF	$6.6M	2.5%Prev: 2.3%	105,657 SH	Decreased-4,227 SH
JPMORGAN INCOME ETF	ETF	$21.9M	8.3%Prev: 8.0%	473,539 SH	Decreased-59,530 SH
MASTERCARD INCORPORATED CL A	Stock	$233K	0.1%Prev: 0.1%	414 SH	Increased
MCDONALDS CORP COM	Stock	$589K	0.2%Prev: 0.2%	2,015 SH	Decreased-401 SH
MCKESSON CORP COM	Stock	$339K	0.1%Prev: 0.1%	463 SH	Increased+133 SH
MERCK & CO INC COM	Stock	$462K	0.2%Prev: 0.3%	5,837 SH	Decreased-889 SH
META PLATFORMS INC CL A	Stock	$1.5M	0.6%Prev: 0.4%	1,983 SH	Increased-51 SH
MICROSOFT CORP COM	Stock	$2.5M	0.9%Prev: 0.6%	4,975 SH	Increased-378 SH
NETFLIX INC COM	Stock	$1.1M	0.4%	787 SH	New
NUCOR CORP COM	Stock	$310K	0.1%Prev: 0.1%	2,394 SH	Decreased+13 SH
NVIDIA CORPORATION COM	Stock	$3.2M	1.2%Prev: 1.1%	20,318 SH	Decreased+796 SH
ORACLE CORP COM	Stock	$208K	0.1%	950 SH	New
PACKAGING CORP AMER COM	Stock	$224K	0.1%Prev: 0.1%	1,188 SH	Decreased+100 SH
PERDOCEO ED CORP COM	Stock	$201K	0.1%Prev: 0.1%	6,135 SH	Decreased
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	ETF	$6.6M	2.5%Prev: 2.3%	65,803 SH	Decreased-2,766 SH
PNC FINL SVCS GROUP INC COM	Stock	$207K	0.1%Prev: 0.1%	1,108 SH	Decreased-73 SH
PROCTER AND GAMBLE CO COM	Stock	$660K	0.3%	4,142 SH	New
PUBLIC STORAGE OPER CO COM	REIT	$278K	0.1%Prev: 0.1%	947 SH	Increased-9 SH
PULTE GROUP INC COM	Stock	$371K	0.1%Prev: 0.1%	3,517 SH	Decreased-185 SH
QUALCOMM INC COM	Stock	$336K	0.1%Prev: 0.1%	2,108 SH	Increased+453 SH
REGIONS FINANCIAL CORP NEW COM	Stock	$237K	0.1%Prev: 0.1%	10,085 SH	Decreased+800 SH
RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF	ETF	$3.1M	1.2%Prev: 1.1%	131,097 SH	Decreased+8,072 SH
SANOFI SPONSORED ADR	ADR	$232K	0.1%	4,802 SH	New
SCHWAB EMERGING MARKETS EQUITY ETF	ETF	$354K	0.1%Prev: 0.1%	11,760 SH	Increased+3,290 SH
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	ETF	$26.1M	9.9%Prev: 9.5%	1,061,948 SH	Decreased+18,481 SH
SCHWAB INTERNATIONAL EQUITY ETF	ETF	$1.4M	0.5%Prev: 0.5%	61,255 SH	Decreased-2,501 SH
SCHWAB SHORT-TERM US TREASURY ETF	ETF	$798K	0.3%Prev: 0.2%	32,726 SH	Increased+7,261 SH
SCHWAB U.S. BROAD MARKET ETF	ETF	$2.8M	1.1%Prev: 1.1%	117,996 SH	Decreased-10,168 SH
SCHWAB U.S. SMALL-CAP ETF	ETF	$1.2M	0.4%Prev: 0.4%	46,536 SH	Decreased+58 SH
SCHWAB US DIVIDEND EQUITY ETF	ETF	$669K	0.3%Prev: 0.2%	25,242 SH	Increased+7,669 SH
SNAP ON INC COM	Stock	$296K	0.1%Prev: 0.1%	950 SH	Decreased-40 SH
SPDR BLACKSTONE SENIOR LOAN ETF	ETF	$370K	0.1%	8,887 SH	New
SPDR S&P 500 ETF TRUST	ETF	$518K	0.2%	838 SH	New
SYNCHRONY FINANCIAL COM	Stock	$246K	0.1%Prev: 0.1%	3,690 SH	Decreased
TESLA INC COM	Stock	$307K	0.1%Prev: 0.1%	967 SH	Decreased-3 SH
TEXAS INSTRS INC COM	Stock	$299K	0.1%Prev: 0.1%	1,438 SH	Increased-22 SH
VANECK MORNINGSTAR INTERNATIONAL MOAT ETF	ETF	$486K	0.2%Prev: 0.2%	14,007 SH	Increased
VANECK MORNINGSTAR WIDE MOAT ETF	ETF	$28.5M	10.8%Prev: 9.2%	303,887 SH	Increased+12,402 SH
VANGUARD 0-3 MONTH TREASURY BILL ETF	ETF	$5.0M	1.9%Prev: 1.6%	66,110 SH	Increased+1,219 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$526K	0.2%Prev: 0.2%	2,570 SH	Decreased-77 SH
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	ETF	$302K	0.1%Prev: 0.1%	4,492 SH	Decreased
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$698K	0.3%Prev: 0.2%	12,252 SH	Increased+4,997 SH
VANGUARD GROWTH ETF	ETF	$712K	0.3%Prev: 0.2%	1,625 SH	Increased+251 SH
VANGUARD HEALTH CARE ETF	ETF	$222K	0.1%Prev: 0.1%	895 SH	Decreased
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$235K	0.1%Prev: 0.1%	354 SH	Decreased+7 SH
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$4.9M	1.9%Prev: 1.7%	63,774 SH	Decreased-4,567 SH
VANGUARD MID-CAP GROWTH ETF	ETF	$226K	0.1%Prev: 0.1%	793 SH	Increased
VANGUARD VALUE ETF	ETF	$635K	0.2%Prev: 0.2%	3,592 SH	Decreased
VENTAS INC COM	REIT	$251K	0.1%Prev: 0.1%	3,977 SH	Decreased
VERIZON COMMUNICATIONS INC COM	Stock	$258K	0.1%Prev: 0.1%	5,964 SH	Decreased-427 SH
VICTORY CAP HLDGS INC COM CL A	Stock	$209K	0.1%	3,281 SH	New
VISA INC COM CL A	Stock	$556K	0.2%Prev: 0.2%	1,567 SH	Increased+38 SH
WALMART INC COM	Stock	$531K	0.2%Prev: 0.2%	5,427 SH	Decreased+142 SH
WELLS FARGO CO NEW COM	Stock	$264K	0.1%	3,290 SH	New
WELLTOWER INC COM	REIT	$355K	0.1%Prev: 0.1%	2,307 SH	Decreased

Sold (vs prior filing)

AB CALIFORNIA INTERMEDIATE MUNICIPAL ETF — $2.7M
ABBOTT LABORATORIES COM — $206K
ALPHABET INC CAP STK CL A — $334K
AMGEN INC COM — $360K
AT&T INC COM — $258K
BANCO SANTANDER SA ADR — $123K
CAPITAL GROUP GROWTH ETF — $235K
CBOE GLOBAL MKTS INC COM — $214K
CF INDUSTRIES HOLD COM — $479K
CHEVRON CORPORATION COM — $711K
CHUBB LTD SWITZ COM — $368K
CITIZENS FINL GROUP INC COM — $201K
CONOCOPHILLIPS COM — $241K
COSTCO WHOLESALE CORPORATION COM — $627K
EDISON INTL COM — $325K
ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF — $5.7M
ISHARES RUSSELL 2000 VALUE ETF — $247K
ISHARES US POWER INFRASTRUCTURE ETF — $1.0M
JPMORGAN CHASE & CO COM — $804K
LAM RESEARCH CORP COM NEW — $367K
… and 15 more

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