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: $348.9M154 positionsView on SEC.gov

			% of Portfolio
AB CALIFORNIA INTERMEDIATE MUNICIPAL ETF	ETF	$3.3M	0.9%	131,367 SH	New
ADVANCED MICRO DEVICES INC COM	Stock	$246K	0.1%	424 SH	New
AGNICO EAGLE MINES LTD COM	Stock	$262K	0.1%Prev: 0.1%	1,688 SH	Increased
ALLSTATE CORP COM	Stock	$337K	0.1%	1,418 SH	New
ALPHABET INC CAP STK CL A	Stock	$478K	0.1%	1,337 SH	New
ALPHABET INC CAP STK CL C	Stock	$1.8M	0.5%Prev: 0.3%	5,083 SH	Increased+890 SH
AMAZON COM INC COM	Stock	$590K	0.2%Prev: 0.1%	2,474 SH	Increased+1,097 SH
AMGEN INC COM	Stock	$377K	0.1%	1,041 SH	New
AMPHENOL CORP CL A	Stock	$222K	0.1%	1,258 SH	New
APPLE INC COM	Stock	$5.9M	1.7%Prev: 1.5%	20,289 SH	Increased+1,503 SH
APPLIED MATLS INC COM	Stock	$1.2M	0.3%Prev: 0.1%	1,647 SH	Increased+57 SH
ARISTA NETWORKS INC COM SHS	Stock	$928K	0.3%Prev: 0.2%	5,464 SH	Increased+204 SH
ASML HLDG NV N Y REGISTRY SHS	ADR	$334K	0.1%	168 SH	New
AT&T INC COM	Stock	$201K	0.1%	9,706 SH	New
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$9.7M	2.8%Prev: 2.4%	78,054 SH	Increased+9,513 SH
AXON ENTERPRISE INC COM	Stock	$605K	0.2%Prev: 0.4%	1,080 SH	Decreased-91 SH
BANCO SANTANDER SA ADR	ADR	$179K	0.1%	12,996 SH	New
BANK OF AMER CORP COM	Stock	$655K	0.2%	11,489 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$980K	0.3%Prev: 0.3%	1,959 SH	Increased+230 SH
BROADCOM INC COM	Stock	$261K	0.1%	692 SH	New
CADENCE DESIGN SYSTEM INC COM	Stock	$265K	0.1%Prev: 0.1%	706 SH	Increased+21 SH
CAL MAINE FOODS INC COM NEW	Stock	$315K	0.1%Prev: 0.2%	3,915 SH	Decreased-145 SH
CAPITAL GROUP GROWTH ETF	ETF	$235K	0.1%	4,971 SH	New
CATERPILLAR INC COM	Stock	$1.5M	0.4%Prev: 0.1%	1,385 SH	Increased+741 SH
CF INDUSTRIES HOLD COM	Stock	$399K	0.1%	3,688 SH	New
CHEVRON CORPORATION COM	Stock	$934K	0.3%	5,635 SH	New
CHUBB LIMITED COM	Stock	$415K	0.1%Prev: 0.1%	1,219 SH	Increased+249 SH
CINCINNATI FINL CORP COM	Stock	$390K	0.1%Prev: 0.1%	2,105 SH	Increased+163 SH
CISCO SYS INC COM	Stock	$876K	0.3%Prev: 0.2%	7,456 SH	Increased+1,682 SH
CITIZENS FINL GROUP INC COM	Stock	$252K	0.1%	3,599 SH	New
COSTCO WHOLESALE CORPORATION COM	Stock	$606K	0.2%	648 SH	New
D R HORTON INC COM	Stock	$393K	0.1%Prev: 0.1%	2,414 SH	Increased
DIMENSIONAL US CORE EQUITY MARKET ETF	ETF	$202K	0.1%	3,909 SH	New
DUKE ENERGY CORP NEW COM NEW	Stock	$245K	0.1%Prev: 0.1%	1,939 SH	Increased+87 SH
EDISON INTL COM	Stock	$331K	0.1%	4,440 SH	New
ELASTIC N V ORD SHS	Stock	$2.6M	0.7%Prev: 1.4%	44,870 SH	Decreased
ELI LILLY & CO COM	Stock	$2.2M	0.6%Prev: 0.7%	1,835 SH	Increased-579 SH
EVERCORE INC CLASS A	Stock	$273K	0.1%Prev: 0.1%	800 SH	Increased
EXXONMOBIL HOLDINGS CORP COM SHS	Stock	$536K	0.2%	3,920 SH	New
FASTENAL CO COM	Stock	$264K	0.1%Prev: 0.1%	5,500 SH	Increased+100 SH
GARMIN LTD SHS	Stock	$364K	0.1%Prev: 0.1%	1,534 SH	Increased-15 SH
GE AEROSPACE COM NEW	Stock	$243K	0.1%	651 SH	New
GE VERNOVA INC COM	Stock	$204K	0.1%	174 SH	New
GILEAD SCIENCES INC COM	Stock	$349K	0.1%Prev: 0.1%	2,762 SH	Decreased-395 SH
GOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF	ETF	$1.3M	0.4%Prev: 0.2%	26,152 SH	Increased+18,219 SH
GOLDMAN SACHS GROUP INC COM	Stock	$618K	0.2%Prev: 0.2%	611 SH	Increased+11 SH
HARTFORD INSURANCE GROUP INC COM	Stock	$243K	0.1%Prev: 0.1%	1,830 SH	Increased
ILLINOIS TOOL WKS INC COM	Stock	$3.5M	1.0%Prev: 1.7%	13,121 SH	Decreased-4,976 SH
INTEL CORP COM	Stock	$472K	0.1%	3,381 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$1.1M	0.3%Prev: 0.4%	3,810 SH	Decreased+52 SH
INVESCO NASDAQ 100 ETF	ETF	$531K	0.2%Prev: 0.2%	1,754 SH	Decreased-1,109 SH
INVESCO QQQ TRUST SERIES I	ETF	$15.8M	4.5%Prev: 4.7%	21,415 SH	Increased-840 SH
INVESCO S&P 500 GARP ETF	ETF	$1.4M	0.4%Prev: 0.5%	11,658 SH	Increased-381 SH
INVESCO S&P 500 PURE VALUE ETF	ETF	$377K	0.1%Prev: 0.1%	3,314 SH	Increased-420 SH
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF	ETF	$223K	0.1%	3,693 SH	New
ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$4.3M	1.2%Prev: 0.8%	42,539 SH	Increased+20,868 SH
ISHARES CORE MSCI EAFE ETF	ETF	$13.4M	3.8%Prev: 3.0%	138,302 SH	Increased+45,065 SH
ISHARES CORE S&P 500 ETF	ETF	$1.4M	0.4%Prev: 0.4%	1,876 SH	Increased+290 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$854K	0.2%Prev: 0.3%	11,071 SH	Increased+102 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$39.2M	11.2%Prev: 8.4%	238,648 SH	Increased+74,945 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$692K	0.2%Prev: 0.2%	6,993 SH	Increased+700 SH
ISHARES DOW JONES U.S. ETF	ETF	$384K	0.1%Prev: 0.1%	2,106 SH	Increased
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF	ETF	$1.8M	0.5%Prev: 0.5%	5,119 SH	Increased+12 SH
ISHARES GNMA BOND ETF	ETF	$795K	0.2%Prev: 0.3%	17,970 SH	Increased+928 SH
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	$430K	0.1%Prev: 0.2%	3,942 SH	Decreased
ISHARES INTERNATIONAL SELECT DIVIDEND ETF	ETF	$816K	0.2%Prev: 0.3%	19,703 SH	Increased-543 SH
ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF	ETF	$5.8M	1.7%	167,488 SH	New
ISHARES MSCI USA QUALITY GARP ETF	ETF	$20.1M	5.7%Prev: 5.2%	243,037 SH	Increased+16,809 SH
ISHARES MSCI USA VALUE FACTOR ETF	ETF	$241K	0.1%	1,208 SH	New
ISHARES RUSSELL 2000 ETF	ETF	$1.9M	0.5%Prev: 0.5%	6,235 SH	Increased+34 SH
ISHARES RUSSELL 2000 VALUE ETF	ETF	$288K	0.1%	1,302 SH	New
ISHARES S&P 500 GROWTH ETF	ETF	$18.2M	5.2%Prev: 4.4%	132,587 SH	Increased+26,507 SH
ISHARES SELECT DIVIDEND ETF	ETF	$1.5M	0.4%Prev: 0.5%	9,863 SH	Increased+193 SH
ISHARES TIPS BOND ETF	ETF	$734K	0.2%Prev: 0.3%	6,707 SH	Decreased
ISHARES U.S. EQUITY FACTOR ETF	ETF	$1.3M	0.4%Prev: 0.5%	16,984 SH	Increased-2,201 SH
ISHARES US POWER INFRASTRUCTURE ETF	ETF	$1.1M	0.3%	38,044 SH	New
JANUS HENDERSON AAA CLO ETF	ETF	$440K	0.1%Prev: 0.2%	8,721 SH	Decreased-19 SH
JOHNSON & JOHNSON COM	Stock	$1.1M	0.3%Prev: 0.2%	4,312 SH	Increased+164 SH
JP MORGAN US VALUE FACTOR ETF	ETF	$8.4M	2.4%Prev: 2.6%	143,018 SH	Increased-9,618 SH
JPMORGAN CALIFORNIA TAX FREE BOND ETF	ETF	$1.2M	0.4%	24,471 SH	New
JPMORGAN CHASE & CO COM	Stock	$931K	0.3%	2,843 SH	New
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	ETF	$7.2M	2.1%Prev: 2.5%	106,587 SH	Increased+930 SH
JPMORGAN INCOME ETF	ETF	$25.1M	7.2%Prev: 8.3%	544,008 SH	Increased+70,469 SH
LAM RESEARCH CORP COM NEW	Stock	$781K	0.2%	1,803 SH	New
MASTERCARD INCORPORATED CL A	Stock	$230K	0.1%Prev: 0.1%	447 SH	Decreased+33 SH
MATSON INC COM	Stock	$225K	0.1%	1,172 SH	New
MCDONALDS CORP COM	Stock	$540K	0.2%Prev: 0.2%	1,996 SH	Decreased-19 SH
MCKESSON CORP COM	Stock	$230K	0.1%Prev: 0.1%	305 SH	Decreased-158 SH
MERCK & CO INC COM	Stock	$886K	0.3%Prev: 0.2%	6,896 SH	Increased+1,059 SH
META PLATFORMS INC CL A	Stock	$1.2M	0.3%Prev: 0.6%	2,123 SH	Decreased+140 SH
MICRON TECHNOLOGY INC COM	Stock	$1.8M	0.5%	1,544 SH	New
MICROSOFT CORP COM	Stock	$2.1M	0.6%Prev: 0.9%	5,652 SH	Decreased+677 SH
MORGAN STANLEY COM NEW	Stock	$274K	0.1%	1,310 SH	New
MYR GROUP INC COM	Stock	$450K	0.1%	900 SH	New
NETFLIX INC. COM	Stock	$593K	0.2%	8,309 SH	New
NEWMARKET CORP COM	Stock	$218K	0.1%	275 SH	New
NUCOR CORP COM	Stock	$534K	0.2%Prev: 0.1%	2,397 SH	Increased+3 SH
NVIDIA CORPORATION COM	Stock	$4.1M	1.2%Prev: 1.2%	20,585 SH	Increased+267 SH
PACCAR INC COM	Stock	$212K	0.1%	1,768 SH	New
PACKAGING CORP AMER COM	Stock	$259K	0.1%Prev: 0.1%	1,088 SH	Increased-100 SH
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	ETF	$6.8M	2.0%Prev: 2.5%	67,790 SH	Increased+1,987 SH
PNC FINL SVCS GROUP INC COM	Stock	$328K	0.1%Prev: 0.1%	1,333 SH	Increased+225 SH
PROCTER & GAMBLE CO COM	Stock	$655K	0.2%	4,466 SH	New
PUBLIC STORAGE COM	REIT	$309K	0.1%	970 SH	New
PULTE GROUP INC COM	Stock	$481K	0.1%Prev: 0.1%	3,502 SH	Increased-15 SH
QUALCOMM INC COM	Stock	$313K	0.1%Prev: 0.1%	1,695 SH	Decreased-413 SH
QUEST DIAGNOSTICS INC COM	Stock	$201K	0.1%	950 SH	New
REALTY INCOME CORP COM	REIT	$206K	0.1%	3,324 SH	New
REGIONS FINANCIAL CORP NEW COM	Stock	$280K	0.1%Prev: 0.1%	9,285 SH	Increased-800 SH
RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF	ETF	$3.8M	1.1%Prev: 1.2%	114,826 SH	Increased-16,271 SH
SCHWAB EMERGING MARKETS EQUITY ETF	ETF	$312K	0.1%Prev: 0.1%	8,606 SH	Decreased-3,154 SH
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	ETF	$32.2M	9.2%Prev: 9.9%	1,034,102 SH	Increased-27,846 SH
SCHWAB INTERNATIONAL EQUITY ETF	ETF	$1.8M	0.5%Prev: 0.5%	64,732 SH	Increased+3,477 SH
SCHWAB SHORT-TERM US TREASURY ETF	ETF	$631K	0.2%Prev: 0.3%	26,135 SH	Decreased-6,591 SH
SCHWAB U.S. BROAD MARKET ETF	ETF	$3.8M	1.1%Prev: 1.1%	132,202 SH	Increased+14,206 SH
SCHWAB U.S. LARGE-CAP VALUE ETF	ETF	$233K	0.1%	6,696 SH	New
SCHWAB U.S. SMALL-CAP ETF	ETF	$1.7M	0.5%Prev: 0.4%	46,478 SH	Increased-58 SH
SCHWAB US DIVIDEND EQUITY ETF	ETF	$567K	0.2%Prev: 0.3%	17,888 SH	Decreased-7,354 SH
SHELL PLC SPON ADS	ADR	$315K	0.1%	4,056 SH	New
SIMPSON MFG INC COM	Stock	$207K	0.1%	990 SH	New
SNAP ON INC COM	Stock	$398K	0.1%Prev: 0.1%	990 SH	Increased+40 SH
STARBUCKS CORP COM	Stock	$202K	0.1%	1,981 SH	New
STATE STR CORP COM	Stock	$233K	0.1%	1,375 SH	New
STATE STREET BLACKSTONE SENIOR LOAN ETF	ETF	$331K	0.1%	8,217 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$578K	0.2%	774 SH	New
STEEL DYNAMICS INC COM	Stock	$359K	0.1%	1,564 SH	New
SYNCHRONY FINANCIAL COM	Stock	$287K	0.1%Prev: 0.1%	3,779 SH	Increased+89 SH
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	ADR	$442K	0.1%	926 SH	New
TESLA INC COM	Stock	$418K	0.1%Prev: 0.1%	994 SH	Increased+27 SH
TEXAS INSTRS INC COM	Stock	$444K	0.1%Prev: 0.1%	1,488 SH	Increased+50 SH
THERMO FISHER SCIENTIFIC INC COM	Stock	$204K	0.1%	406 SH	New
TOLL BROTHERS INC COM	Stock	$238K	0.1%	1,444 SH	New
TOTALENERGIES SE ACT	Stock	$246K	0.1%	3,162 SH	New
VANECK MORNINGSTAR INTERNATIONAL MOAT ETF	ETF	$373K	0.1%Prev: 0.2%	11,211 SH	Decreased-2,796 SH
VANECK MORNINGSTAR WIDE MOAT ETF	ETF	$30.0M	8.6%Prev: 10.8%	288,767 SH	Increased-15,120 SH
VANGUARD 0-3 MONTH TREASURY BILL ETF	ETF	$2.8M	0.8%Prev: 1.9%	36,675 SH	Decreased-29,435 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$627K	0.2%Prev: 0.2%	2,648 SH	Increased+78 SH
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	ETF	$376K	0.1%Prev: 0.1%	4,492 SH	Increased
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$718K	0.2%Prev: 0.3%	10,072 SH	Increased-2,180 SH
VANGUARD GROWTH ETF	ETF	$560K	0.2%Prev: 0.3%	6,498 SH	Decreased+4,873 SH
VANGUARD HEALTH CARE ETF	ETF	$268K	0.1%Prev: 0.1%	895 SH	Increased
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$347K	0.1%Prev: 0.1%	2,907 SH	Increased+2,553 SH
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$6.1M	1.7%Prev: 1.9%	79,558 SH	Increased+15,784 SH
VANGUARD MID-CAP GROWTH ETF	ETF	$243K	0.1%Prev: 0.1%	793 SH	Increased
VANGUARD TOTAL STOCK MARKET ETF	ETF	$402K	0.1%	1,087 SH	New
VANGUARD VALUE ETF	ETF	$783K	0.2%Prev: 0.2%	3,592 SH	Increased
VENTAS INC COM	REIT	$357K	0.1%Prev: 0.1%	4,016 SH	Increased+39 SH
VERIZON COMMUNICATIONS INC COM	Stock	$270K	0.1%Prev: 0.1%	6,382 SH	Increased+418 SH
VICTORY CAP HLDGS INC DEL COM CL A	Stock	$298K	0.1%	3,546 SH	New
VISA INC COM CL A	Stock	$544K	0.2%Prev: 0.2%	1,585 SH	Decreased+18 SH
WALMART INC COM	Stock	$615K	0.2%Prev: 0.2%	5,429 SH	Increased+2 SH
WELLS FARGO & CO COM	Stock	$447K	0.1%	5,408 SH	New
WELLTOWER INC COM	REIT	$528K	0.2%Prev: 0.1%	2,326 SH	Increased+19 SH
WILLIAMS SONOMA INC COM	Stock	$242K	0.1%	1,040 SH	New

Sold (vs prior filing)

ABBOTT LABS COM — $433K
AMERICAN ELEC PWR CO INC COM — $201K
BANCO SANTANDER S.A. ADR — $91K
BANK AMERICA CORP COM — $488K
CF INDS HLDGS INC COM — $312K
CHEVRON CORP NEW COM — $461K
COSTCO WHSL CORP NEW COM — $484K
EXXON MOBIL CORP COM — $443K
HERSHEY CO COM — $242K
INTUIT COM — $529K
ISHARES LARGE CAP DEEP BUFFER ETF — $5.8M
ISHARES MSCI EAFE ETF — $228K
ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF — $894K
ISHARES S&P 500 VALUE ETF — $248K
JPMORGAN CHASE & CO. COM — $683K
NETFLIX INC COM — $1.1M
ORACLE CORP COM — $208K
PERDOCEO ED CORP COM — $201K
PROCTER AND GAMBLE CO COM — $660K
PUBLIC STORAGE OPER CO COM — $278K
… and 5 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