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: $290.8M137 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS COM	Stock	$438K	0.2%	3,270 SH	New
AGNICO EAGLE MINES LTD COM	Stock	$285K	0.1%Prev: 0.1%	1,688 SH	Increased
ALPHABET INC CAP STK CL A	Stock	$516K	0.2%Prev: 0.1%	2,124 SH	Increased+787 SH
ALPHABET INC CAP STK CL C	Stock	$1.4M	0.5%Prev: 0.5%	5,808 SH	Decreased+725 SH
AMAZON COM INC COM	Stock	$420K	0.1%Prev: 0.2%	1,913 SH	Decreased-561 SH
AMERICAN ELEC PWR CO INC COM	Stock	$204K	0.1%	1,814 SH	New
APPLE INC COM	Stock	$5.0M	1.7%Prev: 1.7%	19,718 SH	Decreased-571 SH
APPLIED MATLS INC COM	Stock	$326K	0.1%Prev: 0.3%	1,592 SH	Decreased-55 SH
ARISTA NETWORKS INC COM SHS	Stock	$766K	0.3%Prev: 0.3%	5,260 SH	Decreased-204 SH
AT&T INC COM	Stock	$228K	0.1%Prev: 0.1%	8,066 SH	Increased-1,640 SH
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$6.7M	2.3%Prev: 2.8%	67,671 SH	Decreased-10,383 SH
AXON ENTERPRISE INC COM	Stock	$840K	0.3%Prev: 0.2%	1,171 SH	Increased+91 SH
BANCO SANTANDER S.A. ADR	ADR	$114K	0.0%	10,925 SH	New
BANK AMERICA CORP COM	Stock	$532K	0.2%	10,307 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$956K	0.3%Prev: 0.3%	1,902 SH	Decreased-57 SH
CADENCE DESIGN SYSTEM INC COM	Stock	$241K	0.1%Prev: 0.1%	685 SH	Decreased-21 SH
CAL MAINE FOODS INC COM NEW	Stock	$364K	0.1%Prev: 0.1%	3,870 SH	Increased-45 SH
CATERPILLAR INC COM	Stock	$449K	0.2%Prev: 0.4%	940 SH	Decreased-445 SH
CF INDS HLDGS INC COM	Stock	$313K	0.1%	3,493 SH	New
CHEVRON CORP NEW COM	Stock	$525K	0.2%	3,383 SH	New
CHUBB LIMITED COM	Stock	$262K	0.1%Prev: 0.1%	930 SH	Decreased-289 SH
CINCINNATI FINL CORP COM	Stock	$317K	0.1%Prev: 0.1%	2,002 SH	Decreased-103 SH
CISCO SYS INC COM	Stock	$409K	0.1%Prev: 0.3%	5,984 SH	Decreased-1,472 SH
CONSTELLATION ENERGY CORP COM	Stock	$316K	0.1%	961 SH	New
COSTCO WHSL CORP NEW COM	Stock	$462K	0.2%	499 SH	New
D R HORTON INC COM	Stock	$409K	0.1%Prev: 0.1%	2,414 SH	Increased
DUKE ENERGY CORP NEW COM NEW	Stock	$229K	0.1%Prev: 0.1%	1,852 SH	Decreased-87 SH
EDISON INTL COM	Stock	$245K	0.1%Prev: 0.1%	4,440 SH	Decreased
ELASTIC N V ORD SHS	Stock	$3.8M	1.3%Prev: 0.7%	44,870 SH	Increased
ELI LILLY & CO COM	Stock	$1.7M	0.6%Prev: 0.6%	2,190 SH	Decreased+355 SH
EVERCORE INC CLASS A	Stock	$270K	0.1%Prev: 0.1%	800 SH	Decreased
EXELON CORP COM	Stock	$225K	0.1%	5,001 SH	New
EXXON MOBIL CORP COM	Stock	$483K	0.2%	4,287 SH	New
FASTENAL CO COM	Stock	$265K	0.1%Prev: 0.1%	5,400 SH	Increased-100 SH
FS KKR CAP CORP COM	CEF	$194K	0.1%	12,968 SH	New
GARMIN LTD SHS	Stock	$363K	0.1%Prev: 0.1%	1,474 SH	Decreased-60 SH
GILEAD SCIENCES INC COM	Stock	$350K	0.1%Prev: 0.1%	3,157 SH	Increased+395 SH
GOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF	ETF	$568K	0.2%Prev: 0.4%	11,206 SH	Decreased-14,946 SH
GOLDMAN SACHS GROUP INC COM	Stock	$478K	0.2%Prev: 0.2%	600 SH	Decreased-11 SH
HARTFORD INSURANCE GROUP INC COM	Stock	$244K	0.1%Prev: 0.1%	1,830 SH	Increased
HERSHEY CO COM	Stock	$273K	0.1%	1,461 SH	New
ILLINOIS TOOL WKS INC COM	Stock	$4.7M	1.6%Prev: 1.0%	18,097 SH	Increased+4,976 SH
INTEL CORP COM	Stock	$223K	0.1%Prev: 0.1%	6,653 SH	Decreased+3,272 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$1.1M	0.4%Prev: 0.3%	3,858 SH	Increased+48 SH
INTUIT COM	Stock	$459K	0.2%	672 SH	New
INVESCO NASDAQ 100 ETF	ETF	$614K	0.2%Prev: 0.2%	2,483 SH	Increased+729 SH
INVESCO QQQ TRUST SERIES I	ETF	$12.9M	4.4%Prev: 4.5%	21,513 SH	Decreased+98 SH
INVESCO S&P 500 GARP ETF	ETF	$1.5M	0.5%Prev: 0.4%	12,921 SH	Increased+1,263 SH
INVESCO S&P 500 PURE VALUE ETF	ETF	$371K	0.1%Prev: 0.1%	3,734 SH	Decreased+420 SH
ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$2.8M	1.0%Prev: 1.2%	27,551 SH	Decreased-14,988 SH
ISHARES CORE MSCI EAFE ETF	ETF	$9.0M	3.1%Prev: 3.8%	102,984 SH	Decreased-35,318 SH
ISHARES CORE S&P 500 ETF	ETF	$1.4M	0.5%Prev: 0.4%	2,078 SH	Decreased+202 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$717K	0.2%Prev: 0.2%	10,994 SH	Decreased-77 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$26.1M	9.0%Prev: 11.2%	178,907 SH	Decreased-59,741 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$653K	0.2%Prev: 0.2%	6,511 SH	Decreased-482 SH
ISHARES DOW JONES U.S. ETF	ETF	$342K	0.1%Prev: 0.1%	2,106 SH	Decreased
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF	ETF	$1.3M	0.5%Prev: 0.5%	5,108 SH	Decreased-11 SH
ISHARES GNMA BOND ETF	ETF	$853K	0.3%Prev: 0.2%	19,225 SH	Increased+1,255 SH
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	$439K	0.2%Prev: 0.1%	3,942 SH	Increased
ISHARES INTERNATIONAL SELECT DIVIDEND ETF	ETF	$758K	0.3%Prev: 0.2%	20,735 SH	Decreased+1,032 SH
ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF	ETF	$6.1M	2.1%Prev: 1.7%	187,028 SH	Increased+19,540 SH
ISHARES MSCI EAFE ETF	ETF	$238K	0.1%	2,554 SH	New
ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF	ETF	$959K	0.3%	38,212 SH	New
ISHARES MSCI USA QUALITY GARP ETF	ETF	$15.1M	5.2%Prev: 5.7%	230,784 SH	Decreased-12,253 SH
ISHARES RUSSELL 2000 ETF	ETF	$1.5M	0.5%Prev: 0.5%	6,216 SH	Decreased-19 SH
ISHARES RUSSELL 2000 VALUE ETF	ETF	$230K	0.1%Prev: 0.1%	1,302 SH	Decreased
ISHARES S&P 500 GROWTH ETF	ETF	$13.6M	4.7%Prev: 5.2%	112,685 SH	Decreased-19,902 SH
ISHARES S&P 500 VALUE ETF	ETF	$262K	0.1%	1,267 SH	New
ISHARES SELECT DIVIDEND ETF	ETF	$1.5M	0.5%Prev: 0.4%	10,224 SH	Decreased+361 SH
ISHARES SHORT TREASURY BOND ETF	ETF	$252K	0.1%	2,280 SH	New
ISHARES TIPS BOND ETF	ETF	$746K	0.3%Prev: 0.2%	6,707 SH	Increased
ISHARES U.S. EQUITY FACTOR ETF	ETF	$1.3M	0.4%Prev: 0.4%	18,846 SH	Increased+1,862 SH
JANUS HENDERSON AAA CLO ETF	ETF	$531K	0.2%Prev: 0.1%	10,461 SH	Increased+1,740 SH
JOHNSON & JOHNSON COM	Stock	$791K	0.3%Prev: 0.3%	4,266 SH	Decreased-46 SH
JP MORGAN US VALUE FACTOR ETF	ETF	$7.0M	2.4%Prev: 2.4%	147,163 SH	Decreased+4,145 SH
JPMORGAN CHASE & CO. COM	Stock	$739K	0.3%	2,343 SH	New
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	ETF	$7.1M	2.4%Prev: 2.1%	109,511 SH	Decreased+2,924 SH
JPMORGAN INCOME ETF	ETF	$23.1M	7.9%Prev: 7.2%	497,668 SH	Decreased-46,340 SH
LAM RESEARCH CORP COM NEW	Stock	$230K	0.1%Prev: 0.2%	1,720 SH	Decreased-83 SH
MASTERCARD INCORPORATED CL A	Stock	$235K	0.1%Prev: 0.1%	414 SH	Increased-33 SH
MCDONALDS CORP COM	Stock	$612K	0.2%Prev: 0.2%	2,015 SH	Increased+19 SH
MCKESSON CORP COM	Stock	$358K	0.1%Prev: 0.1%	463 SH	Increased+158 SH
MERCK & CO INC COM	Stock	$490K	0.2%Prev: 0.3%	5,840 SH	Decreased-1,056 SH
META PLATFORMS INC CL A	Stock	$1.5M	0.5%Prev: 0.3%	1,983 SH	Increased-140 SH
MICROSOFT CORP COM	Stock	$2.9M	1.0%Prev: 0.6%	5,680 SH	Increased+28 SH
NETFLIX INC COM	Stock	$952K	0.3%	794 SH	New
NEWMARKET CORP COM	Stock	$207K	0.1%Prev: 0.1%	250 SH	Decreased-25 SH
NUCOR CORP COM	Stock	$322K	0.1%Prev: 0.2%	2,381 SH	Decreased-16 SH
NVIDIA CORPORATION COM	Stock	$4.4M	1.5%Prev: 1.2%	23,638 SH	Increased+3,053 SH
ORACLE CORP COM	Stock	$323K	0.1%	1,150 SH	New
PACKAGING CORP AMER COM	Stock	$237K	0.1%Prev: 0.1%	1,088 SH	Decreased
PERDOCEO ED CORP COM	Stock	$231K	0.1%	6,135 SH	New
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	ETF	$6.7M	2.3%Prev: 2.0%	67,004 SH	Decreased-786 SH
PNC FINL SVCS GROUP INC COM	Stock	$232K	0.1%Prev: 0.1%	1,153 SH	Decreased-180 SH
PROCTER AND GAMBLE CO COM	Stock	$651K	0.2%	4,237 SH	New
PUBLIC STORAGE OPER CO COM	REIT	$303K	0.1%	1,050 SH	New
PULTE GROUP INC COM	Stock	$446K	0.2%Prev: 0.1%	3,375 SH	Decreased-127 SH
QUALCOMM INC COM	Stock	$380K	0.1%Prev: 0.1%	2,287 SH	Increased+592 SH
REGIONS FINANCIAL CORP NEW COM	Stock	$245K	0.1%Prev: 0.1%	9,285 SH	Decreased
RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF	ETF	$3.5M	1.2%Prev: 1.1%	131,580 SH	Decreased+16,754 SH
SANOFI SA SPONSORED ADR	ADR	$211K	0.1%	4,462 SH	New
SCHWAB EMERGING MARKETS EQUITY ETF	ETF	$379K	0.1%Prev: 0.1%	11,351 SH	Increased+2,745 SH
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	ETF	$28.0M	9.6%Prev: 9.2%	1,063,885 SH	Decreased+29,783 SH
SCHWAB INTERNATIONAL EQUITY ETF	ETF	$1.4M	0.5%Prev: 0.5%	62,197 SH	Decreased-2,535 SH
SCHWAB SHORT-TERM US TREASURY ETF	ETF	$793K	0.3%Prev: 0.2%	32,501 SH	Increased+6,366 SH
SCHWAB U.S. BROAD MARKET ETF	ETF	$3.1M	1.1%Prev: 1.1%	119,538 SH	Decreased-12,664 SH
SCHWAB U.S. SMALL-CAP ETF	ETF	$1.3M	0.4%Prev: 0.5%	46,478 SH	Decreased
SCHWAB US DIVIDEND EQUITY ETF	ETF	$842K	0.3%Prev: 0.2%	30,838 SH	Increased+12,950 SH
SHELL PLC SPON ADS	ADR	$275K	0.1%Prev: 0.1%	3,840 SH	Decreased-216 SH
SNAP ON INC COM	Stock	$338K	0.1%Prev: 0.1%	975 SH	Decreased-15 SH
SPDR BLACKSTONE SENIOR LOAN ETF	ETF	$380K	0.1%	9,131 SH	New
SPDR S&P 500 ETF TRUST	ETF	$516K	0.2%	774 SH	New
STEEL DYNAMICS INC COM	Stock	$218K	0.1%Prev: 0.1%	1,564 SH	Decreased
SYNCHRONY FINANCIAL COM	Stock	$262K	0.1%Prev: 0.1%	3,690 SH	Decreased-89 SH
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	ADR	$235K	0.1%	843 SH	New
TESLA INC COM	Stock	$430K	0.1%Prev: 0.1%	967 SH	Increased-27 SH
TEXAS INSTRS INC COM	Stock	$264K	0.1%Prev: 0.1%	1,438 SH	Decreased-50 SH
VANECK MORNINGSTAR INTERNATIONAL MOAT ETF	ETF	$519K	0.2%Prev: 0.1%	14,007 SH	Increased+2,796 SH
VANECK MORNINGSTAR WIDE MOAT ETF	ETF	$29.6M	10.2%Prev: 8.6%	298,684 SH	Decreased+9,917 SH
VANGUARD 0-3 MONTH TREASURY BILL ETF	ETF	$5.2M	1.8%Prev: 0.8%	68,990 SH	Increased+32,315 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$569K	0.2%Prev: 0.2%	2,638 SH	Decreased-10 SH
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	ETF	$321K	0.1%Prev: 0.1%	4,492 SH	Decreased
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$688K	0.2%Prev: 0.2%	11,487 SH	Decreased+1,415 SH
VANGUARD GROWTH ETF	ETF	$647K	0.2%Prev: 0.2%	1,349 SH	Increased-5,149 SH
VANGUARD HEALTH CARE ETF	ETF	$232K	0.1%Prev: 0.1%	895 SH	Decreased
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$264K	0.1%Prev: 0.1%	354 SH	Decreased-2,553 SH
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$4.8M	1.7%Prev: 1.7%	61,864 SH	Decreased-17,694 SH
VANGUARD MID-CAP GROWTH ETF	ETF	$233K	0.1%Prev: 0.1%	793 SH	Decreased
VANGUARD VALUE ETF	ETF	$670K	0.2%Prev: 0.2%	3,592 SH	Decreased
VENTAS INC COM	REIT	$278K	0.1%Prev: 0.1%	3,977 SH	Decreased-39 SH
VERIZON COMMUNICATIONS INC COM	Stock	$262K	0.1%Prev: 0.1%	5,964 SH	Decreased-418 SH
VICTORY CAP HLDGS INC COM CL A	Stock	$220K	0.1%	3,391 SH	New
VISA INC COM CL A	Stock	$535K	0.2%Prev: 0.2%	1,567 SH	Decreased-18 SH
WALMART INC COM	Stock	$560K	0.2%Prev: 0.2%	5,429 SH	Decreased
WELLS FARGO CO NEW COM	Stock	$374K	0.1%	4,458 SH	New
WELLTOWER INC COM	REIT	$411K	0.1%Prev: 0.2%	2,307 SH	Decreased-19 SH
WILLIAMS SONOMA INC COM	Stock	$203K	0.1%Prev: 0.1%	1,040 SH	Decreased

Sold (vs prior filing)

AB CALIFORNIA INTERMEDIATE MUNICIPAL ETF — $3.3M
ADVANCED MICRO DEVICES INC COM — $246K
ALLSTATE CORP COM — $337K
AMGEN INC COM — $377K
AMPHENOL CORP CL A — $222K
ASML HLDG NV N Y REGISTRY SHS — $334K
BANCO SANTANDER SA ADR — $179K
BANK OF AMER CORP COM — $655K
BROADCOM INC COM — $261K
CAPITAL GROUP GROWTH ETF — $235K
CF INDUSTRIES HOLD COM — $399K
CHEVRON CORPORATION COM — $934K
CITIZENS FINL GROUP INC COM — $252K
COSTCO WHOLESALE CORPORATION COM — $606K
DIMENSIONAL US CORE EQUITY MARKET ETF — $202K
EXXONMOBIL HOLDINGS CORP COM SHS — $536K
GE AEROSPACE COM NEW — $243K
GE VERNOVA INC COM — $204K
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF — $223K
ISHARES MSCI USA VALUE FACTOR ETF — $241K
… and 26 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