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: $311.7M138 positionsView on SEC.gov

			% of Portfolio
AB CALIFORNIA INTERMEDIATE MUNICIPAL ETF	ETF	$2.6M	0.8%	105,237 SH	New
ABBOTT LABS COM	Stock	$422K	0.1%Prev: 0.2%	3,368 SH	Decreased+98 SH
AGNICO EAGLE MINES LTD COM	Stock	$286K	0.1%Prev: 0.1%	1,688 SH	Increased
ALPHABET INC CAP STK CL A	Stock	$670K	0.2%Prev: 0.2%	2,139 SH	Increased+15 SH
ALPHABET INC CAP STK CL C	Stock	$1.8M	0.6%Prev: 0.5%	5,826 SH	Increased+18 SH
AMAZON COM INC COM	Stock	$473K	0.2%Prev: 0.1%	2,048 SH	Increased+135 SH
AMGEN INC COM	Stock	$435K	0.1%	1,328 SH	New
APPLE INC COM	Stock	$6.0M	1.9%Prev: 1.7%	22,206 SH	Increased+2,488 SH
APPLIED MATLS INC COM	Stock	$409K	0.1%Prev: 0.1%	1,592 SH	Increased
ARISTA NETWORKS INC COM SHS	Stock	$712K	0.2%Prev: 0.3%	5,436 SH	Decreased+176 SH
AT&T INC COM	Stock	$229K	0.1%Prev: 0.1%	9,199 SH	Increased+1,133 SH
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$7.8M	2.5%Prev: 2.3%	76,637 SH	Increased+8,966 SH
AXON ENTERPRISE INC COM	Stock	$613K	0.2%Prev: 0.3%	1,080 SH	Decreased-91 SH
BANCO SANTANDER SA ADR	ADR	$128K	0.0%	10,925 SH	New
BANK AMERICA CORP COM	Stock	$623K	0.2%Prev: 0.2%	11,319 SH	Increased+1,012 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$956K	0.3%Prev: 0.3%	1,902 SH	Decreased
CADENCE DESIGN SYSTEM INC COM	Stock	$214K	0.1%Prev: 0.1%	685 SH	Decreased
CAL MAINE FOODS INC COM NEW	Stock	$308K	0.1%Prev: 0.1%	3,877 SH	Decreased+7 SH
CAPITAL GROUP GROWTH ETF	ETF	$257K	0.1%	5,770 SH	New
CAPITAL ONE FINL CORP COM	Stock	$207K	0.1%	854 SH	New
CATERPILLAR INC COM	Stock	$925K	0.3%Prev: 0.2%	1,615 SH	Increased+675 SH
CF INDS HLDGS INC COM	Stock	$285K	0.1%Prev: 0.1%	3,688 SH	Decreased+195 SH
CHEVRON CORP NEW COM	Stock	$530K	0.2%Prev: 0.2%	3,478 SH	Increased+95 SH
CHUBB LIMITED COM	Stock	$353K	0.1%Prev: 0.1%	1,130 SH	Increased+200 SH
CINCINNATI FINL CORP COM	Stock	$344K	0.1%Prev: 0.1%	2,105 SH	Increased+103 SH
CISCO SYS INC COM	Stock	$616K	0.2%Prev: 0.1%	8,001 SH	Increased+2,017 SH
COSTCO WHOLESALE CORPORATION COM	Stock	$624K	0.2%	724 SH	New
D R HORTON INC COM	Stock	$348K	0.1%Prev: 0.1%	2,414 SH	Decreased
DUKE ENERGY CORP NEW COM NEW	Stock	$220K	0.1%Prev: 0.1%	1,879 SH	Decreased+27 SH
EDISON INTL COM	Stock	$266K	0.1%Prev: 0.1%	4,440 SH	Increased
ELASTIC N V ORD SHS	Stock	$3.4M	1.1%Prev: 1.3%	44,870 SH	Decreased
ELI LILLY & CO COM	Stock	$2.2M	0.7%Prev: 0.6%	2,091 SH	Increased-99 SH
EVERCORE INC CLASS A	Stock	$272K	0.1%Prev: 0.1%	800 SH	Increased
EXXON MOBIL CORP COM	Stock	$516K	0.2%Prev: 0.2%	4,287 SH	Increased
FASTENAL CO COM	Stock	$218K	0.1%Prev: 0.1%	5,444 SH	Decreased+44 SH
FS KKR CAP CORP COM	CEF	$192K	0.1%Prev: 0.1%	12,968 SH	Decreased
GARMIN LTD SHS	Stock	$311K	0.1%Prev: 0.1%	1,534 SH	Decreased+60 SH
GE AEROSPACE COM NEW	Stock	$202K	0.1%	657 SH	New
GILEAD SCIENCES INC COM	Stock	$354K	0.1%Prev: 0.1%	2,888 SH	Increased-269 SH
GOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF	ETF	$795K	0.3%Prev: 0.2%	15,624 SH	Increased+4,418 SH
GOLDMAN SACHS GROUP INC COM	Stock	$527K	0.2%Prev: 0.2%	600 SH	Increased
HARTFORD INSURANCE GROUP INC COM	Stock	$252K	0.1%Prev: 0.1%	1,830 SH	Increased
HERSHEY CO COM	Stock	$280K	0.1%Prev: 0.1%	1,538 SH	Increased+77 SH
ILLINOIS TOOL WKS INC COM	Stock	$4.5M	1.4%Prev: 1.6%	18,105 SH	Decreased+8 SH
INTEL CORP COM	Stock	$214K	0.1%Prev: 0.1%	5,798 SH	Decreased-855 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$1.2M	0.4%Prev: 0.4%	3,883 SH	Increased+25 SH
INTUIT COM	Stock	$445K	0.1%Prev: 0.2%	672 SH	Decreased
INVESCO NASDAQ 100 ETF	ETF	$590K	0.2%Prev: 0.2%	2,332 SH	Decreased-151 SH
INVESCO QQQ TRUST SERIES I	ETF	$13.4M	4.3%Prev: 4.4%	21,809 SH	Increased+296 SH
INVESCO S&P 500 GARP ETF	ETF	$1.5M	0.5%Prev: 0.5%	12,807 SH	Decreased-114 SH
INVESCO S&P 500 PURE VALUE ETF	ETF	$347K	0.1%Prev: 0.1%	3,359 SH	Decreased-375 SH
ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$2.9M	0.9%Prev: 1.0%	29,068 SH	Increased+1,517 SH
ISHARES CORE MSCI EAFE ETF	ETF	$11.5M	3.7%Prev: 3.1%	128,512 SH	Increased+25,528 SH
ISHARES CORE S&P 500 ETF	ETF	$1.3M	0.4%Prev: 0.5%	1,874 SH	Decreased-204 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$728K	0.2%Prev: 0.2%	11,033 SH	Increased+39 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$32.2M	10.3%Prev: 9.0%	216,375 SH	Increased+37,468 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$674K	0.2%Prev: 0.2%	6,750 SH	Increased+239 SH
ISHARES DOW JONES U.S. ETF	ETF	$349K	0.1%Prev: 0.1%	2,106 SH	Increased
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF	ETF	$1.3M	0.4%Prev: 0.5%	5,109 SH	Decreased+1 SH
ISHARES GNMA BOND ETF	ETF	$798K	0.3%Prev: 0.3%	17,906 SH	Decreased-1,319 SH
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	$434K	0.1%Prev: 0.2%	3,942 SH	Decreased
ISHARES INTERNATIONAL SELECT DIVIDEND ETF	ETF	$782K	0.3%Prev: 0.3%	19,831 SH	Increased-904 SH
ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF	ETF	$6.0M	1.9%Prev: 2.1%	182,278 SH	Decreased-4,750 SH
ISHARES MSCI EAFE ETF	ETF	$245K	0.1%Prev: 0.1%	2,554 SH	Increased
ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF	ETF	$899K	0.3%Prev: 0.3%	38,209 SH	Decreased-3 SH
ISHARES MSCI USA QUALITY GARP ETF	ETF	$16.0M	5.1%Prev: 5.2%	235,258 SH	Increased+4,474 SH
ISHARES RUSSELL 2000 ETF	ETF	$1.5M	0.5%Prev: 0.5%	6,233 SH	Increased+17 SH
ISHARES RUSSELL 2000 VALUE ETF	ETF	$236K	0.1%Prev: 0.1%	1,302 SH	Increased
ISHARES S&P 500 GROWTH ETF	ETF	$15.8M	5.1%Prev: 4.7%	127,788 SH	Increased+15,103 SH
ISHARES S&P 500 VALUE ETF	ETF	$269K	0.1%Prev: 0.1%	1,267 SH	Increased
ISHARES SELECT DIVIDEND ETF	ETF	$1.4M	0.4%Prev: 0.5%	9,716 SH	Decreased-508 SH
ISHARES TIPS BOND ETF	ETF	$737K	0.2%Prev: 0.3%	6,707 SH	Decreased
ISHARES U.S. EQUITY FACTOR ETF	ETF	$1.1M	0.4%Prev: 0.4%	16,026 SH	Decreased-2,820 SH
JANUS HENDERSON AAA CLO ETF	ETF	$394K	0.1%Prev: 0.2%	7,783 SH	Decreased-2,678 SH
JOHNSON & JOHNSON COM	Stock	$872K	0.3%Prev: 0.3%	4,215 SH	Increased-51 SH
JP MORGAN US VALUE FACTOR ETF	ETF	$7.1M	2.3%Prev: 2.4%	145,416 SH	Increased-1,747 SH
JPMORGAN CHASE & CO. COM	Stock	$881K	0.3%Prev: 0.3%	2,733 SH	Increased+390 SH
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	ETF	$7.3M	2.3%Prev: 2.4%	109,853 SH	Increased+342 SH
JPMORGAN INCOME ETF	ETF	$24.0M	7.7%Prev: 7.9%	519,501 SH	Increased+21,833 SH
LAM RESEARCH CORP COM NEW	Stock	$294K	0.1%Prev: 0.1%	1,720 SH	Increased
MASTERCARD INCORPORATED CL A	Stock	$236K	0.1%Prev: 0.1%	414 SH	Increased
MCDONALDS CORP COM	Stock	$795K	0.3%Prev: 0.2%	2,600 SH	Increased+585 SH
MCKESSON CORP COM	Stock	$380K	0.1%Prev: 0.1%	463 SH	Increased
MERCK & CO INC COM	Stock	$699K	0.2%Prev: 0.2%	6,636 SH	Increased+796 SH
META PLATFORMS INC CL A	Stock	$1.3M	0.4%Prev: 0.5%	2,014 SH	Decreased+31 SH
MICRON TECHNOLOGY INC COM	Stock	$433K	0.1%	1,518 SH	New
MICROSOFT CORP COM	Stock	$2.7M	0.9%Prev: 1.0%	5,638 SH	Decreased-42 SH
MORGAN STANLEY COM NEW	Stock	$223K	0.1%	1,257 SH	New
NETFLIX INC. COM	Stock	$744K	0.2%	7,940 SH	New
NUCOR CORP COM	Stock	$388K	0.1%Prev: 0.1%	2,381 SH	Increased
NVIDIA CORPORATION COM	Stock	$4.6M	1.5%Prev: 1.5%	24,571 SH	Increased+933 SH
ORACLE CORP COM	Stock	$225K	0.1%Prev: 0.1%	1,155 SH	Decreased+5 SH
PACKAGING CORP AMER COM	Stock	$224K	0.1%Prev: 0.1%	1,088 SH	Decreased
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	ETF	$6.8M	2.2%Prev: 2.3%	67,545 SH	Increased+541 SH
PNC FINL SVCS GROUP INC COM	Stock	$247K	0.1%Prev: 0.1%	1,181 SH	Increased+28 SH
PROCTER & GAMBLE CO COM	Stock	$655K	0.2%	4,569 SH	New
PUBLIC STORAGE OPER CO COM	REIT	$275K	0.1%Prev: 0.1%	1,059 SH	Decreased+9 SH
PULTE GROUP INC COM	Stock	$434K	0.1%Prev: 0.2%	3,702 SH	Decreased+327 SH
QUALCOMM INC COM	Stock	$402K	0.1%Prev: 0.1%	2,348 SH	Increased+61 SH
REGIONS FINANCIAL CORP NEW COM	Stock	$252K	0.1%Prev: 0.1%	9,285 SH	Increased
RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF	ETF	$3.5M	1.1%Prev: 1.2%	124,806 SH	Increased-6,774 SH
SANOFI SA SPONSORED ADR	ADR	$216K	0.1%Prev: 0.1%	4,462 SH	Increased
SCHWAB EMERGING MARKETS EQUITY ETF	ETF	$275K	0.1%Prev: 0.1%	8,398 SH	Decreased-2,953 SH
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	ETF	$28.6M	9.2%Prev: 9.6%	1,049,879 SH	Increased-14,006 SH
SCHWAB INTERNATIONAL EQUITY ETF	ETF	$1.5M	0.5%Prev: 0.5%	63,033 SH	Increased+836 SH
SCHWAB SHORT-TERM US TREASURY ETF	ETF	$626K	0.2%Prev: 0.3%	25,696 SH	Decreased-6,805 SH
SCHWAB U.S. BROAD MARKET ETF	ETF	$3.3M	1.0%Prev: 1.1%	124,578 SH	Increased+5,040 SH
SCHWAB U.S. SMALL-CAP ETF	ETF	$1.3M	0.4%Prev: 0.4%	46,496 SH	Increased+18 SH
SCHWAB US DIVIDEND EQUITY ETF	ETF	$482K	0.2%Prev: 0.3%	17,583 SH	Decreased-13,255 SH
SHELL PLC SPON ADS	ADR	$285K	0.1%Prev: 0.1%	3,883 SH	Increased+43 SH
SNAP ON INC COM	Stock	$341K	0.1%Prev: 0.1%	990 SH	Increased+15 SH
SPDR S&P 500 ETF TRUST	ETF	$528K	0.2%Prev: 0.2%	774 SH	Increased
STATE STREET BLACKSTONE SENIOR LOAN ETF	ETF	$321K	0.1%	7,777 SH	New
STEEL DYNAMICS INC COM	Stock	$265K	0.1%Prev: 0.1%	1,564 SH	Increased
SYNCHRONY FINANCIAL COM	Stock	$308K	0.1%Prev: 0.1%	3,690 SH	Increased
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	ADR	$256K	0.1%Prev: 0.1%	843 SH	Increased
TESLA INC COM	Stock	$441K	0.1%Prev: 0.1%	980 SH	Increased+13 SH
TEXAS INSTRS INC COM	Stock	$253K	0.1%Prev: 0.1%	1,460 SH	Decreased+22 SH
THERMO FISHER SCIENTIFIC INC COM	Stock	$224K	0.1%	386 SH	New
VANECK MORNINGSTAR INTERNATIONAL MOAT ETF	ETF	$514K	0.2%Prev: 0.2%	14,007 SH	Decreased
VANECK MORNINGSTAR WIDE MOAT ETF	ETF	$30.2M	9.7%Prev: 10.2%	291,739 SH	Increased-6,945 SH
VANGUARD 0-3 MONTH TREASURY BILL ETF	ETF	$4.9M	1.6%Prev: 1.8%	65,470 SH	Decreased-3,520 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$580K	0.2%Prev: 0.2%	2,639 SH	Increased+1 SH
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	ETF	$330K	0.1%Prev: 0.1%	4,492 SH	Increased
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$708K	0.2%Prev: 0.2%	11,329 SH	Increased-158 SH
VANGUARD GROWTH ETF	ETF	$682K	0.2%Prev: 0.2%	1,397 SH	Increased+48 SH
VANGUARD HEALTH CARE ETF	ETF	$258K	0.1%Prev: 0.1%	895 SH	Increased
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$267K	0.1%Prev: 0.1%	354 SH	Increased
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$5.0M	1.6%Prev: 1.7%	63,766 SH	Increased+1,902 SH
VANGUARD MID-CAP GROWTH ETF	ETF	$221K	0.1%Prev: 0.1%	793 SH	Decreased
VANGUARD VALUE ETF	ETF	$695K	0.2%Prev: 0.2%	3,638 SH	Increased+46 SH
VENTAS INC COM	REIT	$308K	0.1%Prev: 0.1%	3,977 SH	Increased
VERIZON COMMUNICATIONS INC COM	Stock	$260K	0.1%Prev: 0.1%	6,391 SH	Decreased+427 SH
VICTORY CAP HLDGS INC COM CL A	Stock	$224K	0.1%Prev: 0.1%	3,546 SH	Increased+155 SH
VISA INC COM CL A	Stock	$560K	0.2%Prev: 0.2%	1,598 SH	Increased+31 SH
WALMART INC COM	Stock	$630K	0.2%Prev: 0.2%	5,652 SH	Increased+223 SH
WELLS FARGO CO NEW COM	Stock	$471K	0.2%Prev: 0.1%	5,058 SH	Increased+600 SH
WELLTOWER INC COM	REIT	$428K	0.1%Prev: 0.1%	2,307 SH	Increased

Sold (vs prior filing)

AMERICAN ELEC PWR CO INC COM — $204K
BANCO SANTANDER S.A. ADR — $114K
CONSTELLATION ENERGY CORP COM — $316K
COSTCO WHSL CORP NEW COM — $462K
EXELON CORP COM — $225K
ISHARES SHORT TREASURY BOND ETF — $252K
NETFLIX INC COM — $952K
NEWMARKET CORP COM — $207K
PERDOCEO ED CORP COM — $231K
PROCTER AND GAMBLE CO COM — $651K
SPDR BLACKSTONE SENIOR LOAN ETF — $380K
WILLIAMS SONOMA INC COM — $203K

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