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: $305.6M138 positionsView on SEC.gov

			% of Portfolio
AB CALIFORNIA INTERMEDIATE MUNICIPAL ETF	ETF	$2.7M	0.9%	106,148 SH	New
ABBOTT LABORATORIES COM	Stock	$206K	0.1%	2,004 SH	New
AGNICO EAGLE MINES LTD COM	Stock	$343K	0.1%	1,688 SH	New
ALPHABET INC CAP STK CL A	Stock	$334K	0.1%	1,162 SH	New
ALPHABET INC CAP STK CL C	Stock	$1.4M	0.5%Prev: 0.3%	4,836 SH	Increased+763 SH
AMAZON COM INC COM	Stock	$438K	0.1%	2,101 SH	New
AMGEN INC COM	Stock	$360K	0.1%	1,022 SH	New
APPLE INC COM	Stock	$5.0M	1.6%Prev: 1.1%	19,761 SH	Increased+7,513 SH
APPLIED MATLS INC COM	Stock	$546K	0.2%	1,598 SH	New
ARISTA NETWORKS INC COM SHS	Stock	$667K	0.2%Prev: 0.2%	5,436 SH	Increased+112 SH
AT&T INC COM	Stock	$258K	0.1%	8,911 SH	New
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$8.6M	2.8%Prev: 3.6%	77,776 SH	Decreased-25,235 SH
AXON ENTERPRISE INC COM	Stock	$459K	0.2%Prev: 0.2%	1,080 SH	Decreased-91 SH
BANCO SANTANDER SA ADR	ADR	$123K	0.0%	10,925 SH	New
BANK AMERICA CORP COM	Stock	$544K	0.2%Prev: 0.2%	11,161 SH	Increased+1,139 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$911K	0.3%Prev: 0.4%	1,902 SH	Decreased-58 SH
CAL MAINE FOODS INC COM NEW	Stock	$307K	0.1%Prev: 0.1%	3,877 SH	Decreased-183 SH
CAPITAL GROUP GROWTH ETF	ETF	$235K	0.1%	5,856 SH	New
CATERPILLAR INC COM	Stock	$965K	0.3%Prev: 0.1%	1,362 SH	Increased+699 SH
CBOE GLOBAL MKTS INC COM	Stock	$214K	0.1%	760 SH	New
CF INDUSTRIES HOLD COM	Stock	$479K	0.2%	3,688 SH	New
CHEVRON CORPORATION COM	Stock	$711K	0.2%	3,438 SH	New
CHUBB LTD SWITZ COM	Stock	$368K	0.1%	1,130 SH	New
CINCINNATI FINL CORP COM	Stock	$331K	0.1%Prev: 0.1%	2,105 SH	Increased+196 SH
CISCO SYS INC COM	Stock	$568K	0.2%Prev: 0.1%	7,319 SH	Increased+1,545 SH
CITIZENS FINL GROUP INC COM	Stock	$201K	0.1%	3,353 SH	New
CONOCOPHILLIPS COM	Stock	$241K	0.1%	1,826 SH	New
COSTCO WHOLESALE CORPORATION COM	Stock	$627K	0.2%	629 SH	New
D R HORTON INC COM	Stock	$331K	0.1%Prev: 0.1%	2,414 SH	Increased
DUKE ENERGY CORP NEW COM NEW	Stock	$246K	0.1%Prev: 0.1%	1,879 SH	Increased+27 SH
EDISON INTL COM	Stock	$325K	0.1%	4,440 SH	New
ELASTIC N V ORD SHS	Stock	$2.2M	0.7%Prev: 1.6%	44,870 SH	Decreased
ELI LILLY & CO COM	Stock	$1.7M	0.6%Prev: 0.9%	1,860 SH	Decreased-710 SH
EVERCORE INC CLASS A	Stock	$239K	0.1%	800 SH	New
EXXON MOBIL CORP COM	Stock	$663K	0.2%Prev: 0.2%	3,905 SH	Increased-94 SH
FASTENAL CO COM	Stock	$253K	0.1%Prev: 0.1%	5,444 SH	Increased+2,744 SH
GARMIN LTD SHS	Stock	$356K	0.1%Prev: 0.1%	1,534 SH	Increased-15 SH
GILEAD SCIENCES INC COM	Stock	$377K	0.1%Prev: 0.1%	2,708 SH	Increased-449 SH
GOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF	ETF	$1.1M	0.4%	21,781 SH	New
GOLDMAN SACHS GROUP INC COM	Stock	$508K	0.2%Prev: 0.1%	600 SH	Increased
HARTFORD INSURANCE GROUP INC COM	Stock	$247K	0.1%Prev: 0.1%	1,830 SH	Increased
HERSHEY CO COM	Stock	$320K	0.1%	1,538 SH	New
ILLINOIS TOOL WKS INC COM	Stock	$4.7M	1.5%Prev: 2.1%	18,105 SH	Decreased-2,992 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$917K	0.3%Prev: 0.4%	3,783 SH	Decreased+25 SH
INTUIT COM	Stock	$291K	0.1%Prev: 0.2%	672 SH	Decreased
INVESCO NASDAQ 100 ETF	ETF	$554K	0.2%	2,332 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$12.4M	4.0%Prev: 6.1%	21,400 SH	Decreased-10,747 SH
INVESCO S&P 500 GARP ETF	ETF	$1.4M	0.4%Prev: 4.0%	12,769 SH	Decreased-86,244 SH
INVESCO S&P 500 PURE VALUE ETF	ETF	$361K	0.1%Prev: 0.2%	3,359 SH	Decreased-2,869 SH
ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$4.5M	1.5%Prev: 2.4%	44,538 SH	Decreased-13,920 SH
ISHARES CORE MSCI EAFE ETF	ETF	$12.1M	4.0%Prev: 2.8%	133,736 SH	Increased+43,534 SH
ISHARES CORE S&P 500 ETF	ETF	$1.2M	0.4%Prev: 0.4%	1,875 SH	Increased+296 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$746K	0.2%Prev: 0.3%	11,052 SH	Increased+107 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$32.5M	10.6%Prev: 7.5%	227,909 SH	Increased+76,080 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$673K	0.2%Prev: 0.3%	6,779 SH	Increased+532 SH
ISHARES DOW JONES U.S. ETF	ETF	$334K	0.1%Prev: 0.1%	2,106 SH	Increased
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF	ETF	$1.2M	0.4%Prev: 0.4%	5,110 SH	Increased-335 SH
ISHARES GNMA BOND ETF	ETF	$793K	0.3%Prev: 0.3%	17,885 SH	Decreased-321 SH
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	$430K	0.1%Prev: 0.2%	3,942 SH	Increased
ISHARES INTERNATIONAL SELECT DIVIDEND ETF	ETF	$845K	0.3%Prev: 0.3%	19,848 SH	Increased-830 SH
ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF	ETF	$5.7M	1.9%	177,295 SH	New
ISHARES MSCI EAFE ETF	ETF	$248K	0.1%Prev: 0.1%	2,554 SH	Increased
ISHARES MSCI USA QUALITY GARP ETF	ETF	$15.4M	5.0%	240,831 SH	New
ISHARES RUSSELL 2000 ETF	ETF	$1.5M	0.5%Prev: 0.6%	6,243 SH	Increased-754 SH
ISHARES RUSSELL 2000 VALUE ETF	ETF	$247K	0.1%	1,302 SH	New
ISHARES S&P 500 GROWTH ETF	ETF	$14.9M	4.9%Prev: 0.5%	131,489 SH	Increased+117,004 SH
ISHARES S&P 500 VALUE ETF	ETF	$268K	0.1%Prev: 0.1%	1,267 SH	Decreased-295 SH
ISHARES SELECT DIVIDEND ETF	ETF	$1.5M	0.5%Prev: 0.5%	9,726 SH	Increased+81 SH
ISHARES TIPS BOND ETF	ETF	$740K	0.2%Prev: 0.3%	6,707 SH	Decreased-354 SH
ISHARES U.S. EQUITY FACTOR ETF	ETF	$1.1M	0.4%Prev: 0.4%	16,454 SH	Decreased-2,498 SH
ISHARES US POWER INFRASTRUCTURE ETF	ETF	$1.0M	0.3%	38,173 SH	New
JANUS HENDERSON AAA CLO ETF	ETF	$428K	0.1%Prev: 0.1%	8,492 SH	Increased+1,737 SH
JOHNSON & JOHNSON COM	Stock	$1.0M	0.3%Prev: 0.3%	4,099 SH	Increased+44 SH
JP MORGAN US VALUE FACTOR ETF	ETF	$7.1M	2.3%Prev: 4.1%	144,411 SH	Decreased-102,856 SH
JPMORGAN CHASE & CO COM	Stock	$804K	0.3%	2,733 SH	New
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	ETF	$7.0M	2.3%Prev: 2.4%	109,884 SH	Increased+10,598 SH
JPMORGAN INCOME ETF	ETF	$24.6M	8.0%Prev: 8.9%	533,069 SH	Increased+57,068 SH
LAM RESEARCH CORP COM NEW	Stock	$367K	0.1%	1,720 SH	New
MASTERCARD INCORPORATED CL A	Stock	$207K	0.1%Prev: 0.1%	414 SH	Decreased
MCDONALDS CORP COM	Stock	$751K	0.2%Prev: 0.3%	2,416 SH	Increased+401 SH
MCKESSON CORP COM	Stock	$286K	0.1%Prev: 0.1%	330 SH	Decreased-133 SH
MERCK & CO INC COM	Stock	$809K	0.3%Prev: 0.1%	6,726 SH	Increased+3,263 SH
META PLATFORMS INC CL A	Stock	$1.2M	0.4%Prev: 0.5%	2,034 SH	Increased+63 SH
MICRON TECHNOLOGY INC COM	Stock	$537K	0.2%	1,589 SH	New
MICROSOFT CORP COM	Stock	$2.0M	0.6%Prev: 0.7%	5,353 SH	Increased+550 SH
MORGAN STANLEY COM NEW	Stock	$207K	0.1%	1,257 SH	New
MYR GROUP INC COM	Stock	$254K	0.1%	900 SH	New
NETFLIX INC. COM	Stock	$721K	0.2%	7,502 SH	New
NUCOR CORP COM	Stock	$403K	0.1%Prev: 0.1%	2,381 SH	Increased+132 SH
NVIDIA CORPORATION COM	Stock	$3.4M	1.1%Prev: 0.9%	19,522 SH	Increased-2,033 SH
PACCAR INC COM	Stock	$201K	0.1%	1,737 SH	New
PACKAGING CORP AMER COM	Stock	$231K	0.1%Prev: 0.1%	1,088 SH	Decreased-100 SH
PERDOCEO ED CORP COM	Stock	$228K	0.1%	6,135 SH	New
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	ETF	$6.9M	2.3%Prev: 4.8%	68,569 SH	Decreased-49,823 SH
PNC FINL SVCS GROUP INC COM	Stock	$246K	0.1%	1,181 SH	New
PROCTER & GAMBLE CO COM	Stock	$631K	0.2%	4,372 SH	New
PUBLIC STORAGE OPER CO COM	REIT	$259K	0.1%Prev: 0.1%	956 SH	Decreased+9 SH
PULTE GROUP INC COM	Stock	$435K	0.1%Prev: 0.1%	3,702 SH	Increased+645 SH
QUALCOMM INC COM	Stock	$213K	0.1%	1,655 SH	New
REGIONS FINANCIAL CORP NEW COM	Stock	$243K	0.1%Prev: 0.1%	9,285 SH	Increased-1,634 SH
RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF	ETF	$3.5M	1.1%Prev: 1.1%	123,025 SH	Increased-4,097 SH
SCHWAB EMERGING MARKETS EQUITY ETF	ETF	$279K	0.1%Prev: 0.1%	8,470 SH	Decreased-3,940 SH
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	ETF	$29.1M	9.5%Prev: 10.2%	1,043,467 SH	Increased-23,516 SH
SCHWAB INTERNATIONAL EQUITY ETF	ETF	$1.6M	0.5%Prev: 0.5%	63,756 SH	Increased+2,313 SH
SCHWAB SHORT-TERM US TREASURY ETF	ETF	$618K	0.2%Prev: 0.3%	25,465 SH	Decreased-8,578 SH
SCHWAB U.S. BROAD MARKET ETF	ETF	$3.2M	1.1%Prev: 1.0%	128,164 SH	Increased+9,306 SH
SCHWAB U.S. SMALL-CAP ETF	ETF	$1.4M	0.4%Prev: 0.5%	46,478 SH	Increased-9,784 SH
SCHWAB US DIVIDEND EQUITY ETF	ETF	$539K	0.2%Prev: 0.3%	17,573 SH	Decreased-7,407 SH
SHELL PLC SPON ADS	ADR	$361K	0.1%Prev: 0.1%	3,883 SH	Increased+583 SH
SNAP ON INC COM	Stock	$360K	0.1%Prev: 0.1%	990 SH	Increased+40 SH
SPDR GOLD SHARES	ETF	$210K	0.1%	488 SH	New
STATE STREET BLACKSTONE SENIOR LOAN ETF	ETF	$315K	0.1%	7,840 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$503K	0.2%	774 SH	New
STEEL DYNAMICS INC COM	Stock	$282K	0.1%	1,564 SH	New
SYNCHRONY FINANCIAL COM	Stock	$251K	0.1%	3,690 SH	New
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	ADR	$285K	0.1%	843 SH	New
TESLA INC COM	Stock	$361K	0.1%Prev: 0.1%	970 SH	Increased-117 SH
TEXAS INSTRS INC COM	Stock	$283K	0.1%Prev: 0.1%	1,460 SH	Increased+22 SH
TOTALENERGIES SE ACT	Stock	$272K	0.1%	2,994 SH	New
VANECK MORNINGSTAR INTERNATIONAL MOAT ETF	ETF	$478K	0.2%Prev: 0.2%	14,007 SH	Decreased-473 SH
VANECK MORNINGSTAR WIDE MOAT ETF	ETF	$28.2M	9.2%Prev: 10.7%	291,485 SH	Increased-7,591 SH
VANGUARD 0-3 MONTH TREASURY BILL ETF	ETF	$4.9M	1.6%	64,891 SH	New
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$569K	0.2%Prev: 0.2%	2,647 SH	Increased+212 SH
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	ETF	$337K	0.1%Prev: 0.1%	4,492 SH	Increased+905 SH
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$465K	0.2%Prev: 0.4%	7,255 SH	Decreased-9,898 SH
VANGUARD GROWTH ETF	ETF	$600K	0.2%	1,374 SH	New
VANGUARD HEALTH CARE ETF	ETF	$244K	0.1%Prev: 0.1%	895 SH	Increased
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$242K	0.1%	347 SH	New
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$5.3M	1.7%Prev: 2.0%	68,341 SH	Increased+4,381 SH
VANGUARD MID-CAP GROWTH ETF	ETF	$204K	0.1%	793 SH	New
VANGUARD VALUE ETF	ETF	$705K	0.2%Prev: 0.3%	3,592 SH	Increased
VENTAS INC COM	REIT	$325K	0.1%Prev: 0.1%	3,977 SH	Increased
VERIZON COMMUNICATIONS INC COM	Stock	$321K	0.1%Prev: 0.1%	6,391 SH	Increased+72 SH
VICTORY CAP HLDGS INC DEL COM CL A	Stock	$232K	0.1%	3,546 SH	New
VISA INC COM CL A	Stock	$462K	0.2%Prev: 0.2%	1,529 SH	Decreased-38 SH
WALMART INC COM	Stock	$657K	0.2%Prev: 0.2%	5,285 SH	Increased-137 SH
WELLS FARGO & CO COM	Stock	$293K	0.1%	3,675 SH	New
WELLTOWER INC COM	REIT	$456K	0.1%Prev: 0.1%	2,307 SH	Increased

Sold (vs prior filing)

ABBOTT LABS COM — $284K
ADOBE INC COM — $257K
AMERICAN ELEC PWR CO INC COM — $217K
BANCO SANTANDER S.A. ADR — $73K
CF INDS HLDGS INC COM — $256K
CHEVRON CORP NEW COM — $578K
CHUBB LIMITED COM — $294K
COSTCO WHSL CORP NEW COM — $462K
GOLDMAN SACHS SMALL CAP CORE EQUITY ETF — $269K
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF — $201K
ISHARES LARGE CAP DEEP BUFFER ETF — $5.4M
ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF — $2.0M
ISHARES MSCI USA QUALITY FACTOR ETF — $755K
ISHARES RUSSELL 1000 GROWTH ETF — $492K
ISHARES U.S. TECHNOLOGY ETF — $591K
JPMORGAN CHASE & CO. COM — $575K
NETFLIX INC COM — $631K
PROCTER AND GAMBLE CO COM — $692K
SANOFI SPONSORED ADR — $281K
SPDR BLACKSTONE SENIOR LOAN ETF — $362K
… and 4 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