PLANNING DIRECTIONS INC

CIK 0000821103 • 6 13F filings • Apr 30, 2025 – Aug 10, 2026

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Filer information

Filed by: PLANNING DIRECTIONS INC, President/Chief Compliance Officer
Address: 239 BALTIMORE PIKE, GLEN MILLS, PA, 19342
Phone: 610-361-0865
AUM: $198.4M

AUM over time

$215.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $198.4M100 positionsView on SEC.gov

			% of Portfolio
ACNB CORP	COM	$214K	0.1%	4,433 SH	New
AGNC INVT CORP	COM	$134K	0.1%Prev: 0.1%	12,469 SH	Increased+221 SH
ALPHABET INC	CAP STK CL A	$543K	0.3%Prev: 0.2%	1,735 SH	Increased+36 SH
ALPHABET INC	CAP STK CL C	$209K	0.1%	665 SH	New
AMAZON COM INC	COM	$1.5M	0.8%Prev: 0.8%	6,589 SH	Increased-90 SH
APPLE INC	COM	$11.6M	5.8%Prev: 5.7%	42,613 SH	Increased-439 SH
APPLIED MATLS INC	COM	$836K	0.4%Prev: 0.3%	3,253 SH	Increased+5 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$263K	0.1%Prev: 0.1%	524 SH	Decreased
BLACKSTONE INC	COM	$213K	0.1%Prev: 0.1%	1,382 SH	Decreased-118 SH
BOEING CO	COM	$316K	0.2%Prev: 0.2%	1,455 SH	Increased
CAPITAL SOUTHWEST CORP	NOTE 5.125%11/1	$50K	0.0%	50,000 SH	New
CATERPILLAR INC	COM	$270K	0.1%Prev: 0.1%	471 SH	Increased+1 SH
COHERENT CORP	COM	$517K	0.3%	2,800 SH	New
COINBASE GLOBAL INC	COM CL A	$775K	0.4%Prev: 0.6%	3,428 SH	Decreased
CONSTELLATION ENERGY CORP	COM	$803K	0.4%Prev: 0.3%	2,273 SH	Increased+707 SH
CORMEDIX INC	COM	$233K	0.1%Prev: 0.3%	20,000 SH	Decreased-30,000 SH
COSTCO WHSL CORP NEW	COM	$288K	0.1%Prev: 0.1%	334 SH	Increased+25 SH
DEERE & CO	COM	$332K	0.2%Prev: 0.2%	714 SH	Increased+2 SH
DELL TECHNOLOGIES INC	CL C	$307K	0.2%Prev: 0.2%	2,438 SH	Decreased-146 SH
EXXON MOBIL CORP	COM	$506K	0.3%Prev: 0.2%	4,204 SH	Increased+2 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$289K	0.1%Prev: 0.1%	5,103 SH	Increased+1,401 SH
FIDELITY MERRIMACK STR TR	INVESTMENT GR BD	$286K	0.1%Prev: 0.1%	6,578 SH	Increased+1,888 SH
FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$5.7M	2.9%Prev: 3.1%	113,546 SH	Decreased-5,447 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$416K	0.2%Prev: 0.3%	9,030 SH	Decreased-1,959 SH
GLOBAL X FDS	US INFR DEV ETF	$336K	0.2%Prev: 0.2%	7,027 SH	Decreased-984 SH
HCA HEALTHCARE INC	COM	$260K	0.1%Prev: 0.1%	558 SH	Increased
HOME DEPOT INC	COM	$327K	0.2%Prev: 0.2%	949 SH	Decreased-115 SH
INTERNATIONAL BUSINESS MACHS	COM	$311K	0.2%Prev: 0.2%	1,050 SH	Increased+5 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL STP	$671K	0.3%Prev: 0.4%	23,102 SH	Decreased-1,570 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL UTL	$216K	0.1%	2,894 SH	New
ISHARES INC	MSCI GBL MIN VOL	$1.4M	0.7%Prev: 0.7%	11,406 SH	Decreased+89 SH
ISHARES TR	0-5YR HI YL CP	$5.5M	2.8%Prev: 2.4%	129,248 SH	Increased+22,496 SH
ISHARES TR	CORE DIV GRWTH	$247K	0.1%Prev: 0.1%	3,551 SH	Increased+19 SH
ISHARES TR	CORE S&P SCP ETF	$7.2M	3.6%Prev: 3.3%	59,638 SH	Increased+6,434 SH
ISHARES TR	CORE S&P TTL STK	$282K	0.1%Prev: 0.1%	1,899 SH	Increased+6 SH
ISHARES TR	CORE S&P US GWT	$2.5M	1.3%Prev: 1.5%	14,994 SH	Decreased-1,918 SH
ISHARES TR	CORE S&P500 ETF	$267K	0.1%Prev: 0.2%	389 SH	Decreased-169 SH
ISHARES TR	MSCI EAFE MIN VL	$245K	0.1%Prev: 0.1%	2,839 SH	Increased+33 SH
ISHARES TR	MSCI USA MIN VOL	$454K	0.2%Prev: 0.2%	4,822 SH	Decreased+13 SH
ISHARES TR	RUS MDCP VAL ETF	$359K	0.2%Prev: 0.2%	2,544 SH	Increased+262 SH
ISHARES TR	U.S. TECH ETF	$521K	0.3%Prev: 0.3%	2,611 SH	Increased+123 SH
ISHARES TR	US AER DEF ETF	$376K	0.2%Prev: 0.1%	1,752 SH	Increased+564 SH
ISHARES TR	US CONSUM DISCRE	$410K	0.2%Prev: 0.2%	3,978 SH	Decreased-259 SH
ISHARES TR	US HLTHCARE ETF	$651K	0.3%Prev: 0.4%	10,004 SH	Decreased-2,542 SH
ISHARES TR	US INDUSTRIALS	$1.0M	0.5%Prev: 0.6%	6,940 SH	Decreased-312 SH
ISHARES U S ETF TR	SHORT DURATION B	$1.6M	0.8%Prev: 0.5%	32,270 SH	Increased+13,878 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.2M	1.6%Prev: 1.7%	56,136 SH	Increased+236 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$1.3M	0.7%Prev: 0.6%	17,473 SH	Increased+821 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$215K	0.1%	4,103 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.0M	0.5%Prev: 0.5%	19,889 SH	Increased+179 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.6M	1.3%Prev: 1.4%	45,467 SH	Increased+184 SH
JPMORGAN CHASE & CO.	COM	$227K	0.1%Prev: 0.1%	705 SH	Increased+4 SH
LOWES COS INC	COM	$287K	0.1%Prev: 0.2%	1,191 SH	Decreased-9 SH
MCDONALDS CORP	COM	$430K	0.2%Prev: 0.3%	1,407 SH	Decreased-268 SH
META PLATFORMS INC	CL A	$239K	0.1%Prev: 0.1%	362 SH	Increased+60 SH
MICROSOFT CORP	COM	$1.4M	0.7%Prev: 0.8%	2,885 SH	Decreased-47 SH
NEXTERA ENERGY INC	COM	$246K	0.1%Prev: 0.1%	3,059 SH	Increased+49 SH
NORFOLK SOUTHN CORP	COM	$260K	0.1%Prev: 0.1%	899 SH	Decreased+4 SH
NVIDIA CORPORATION	COM	$2.9M	1.5%Prev: 1.5%	15,481 SH	Decreased-104 SH
PALANTIR TECHNOLOGIES INC	CL A	$262K	0.1%Prev: 0.2%	1,475 SH	Decreased-575 SH
PALO ALTO NETWORKS INC	COM	$400K	0.2%Prev: 0.2%	2,170 SH	Decreased
PEPSICO INC	COM	$228K	0.1%Prev: 0.1%	1,587 SH	Decreased-369 SH
PROCTER AND GAMBLE CO	COM	$230K	0.1%Prev: 0.1%	1,608 SH	Decreased+8 SH
ROUNDHILL ETF TRUST	ROUNDHILL S&P500	$229K	0.1%	4,248 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$36.9M	18.6%Prev: 19.4%	1,344,660 SH	Decreased-17,096 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$379K	0.2%Prev: 0.2%	13,293 SH	Decreased-602 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$1.2M	0.6%	15,681 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$532K	0.3%	12,464 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$451K	0.2%Prev: 0.2%	662 SH	Increased+149 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.3M	1.6%	21,138 SH	New
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$216K	0.1%	4,330 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$292K	0.1%Prev: 0.1%	3,752 SH	Increased+790 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$16.8M	8.4%Prev: 7.9%	212,543 SH	Increased+19,669 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$363K	0.2%Prev: 0.2%	7,279 SH	Increased+130 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.2M	2.6%Prev: 2.9%	10,661 SH	Decreased-911 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$5.6M	2.8%Prev: 2.9%	20,135 SH	Increased+1,077 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.3M	0.6%Prev: 0.7%	7,123 SH	Decreased-753 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.1M	1.0%Prev: 1.2%	7,137 SH	Decreased-921 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	0.7%Prev: 0.8%	2,363 SH	Increased-36 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.4M	0.7%Prev: 0.7%	6,570 SH	Increased-12 SH
VANGUARD INDEX FDS	SMALL CP ETF	$762K	0.4%Prev: 0.4%	2,956 SH	Decreased-189 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$402K	0.2%Prev: 0.2%	1,332 SH	Increased-18 SH
VANGUARD INDEX FDS	VALUE ETF	$1.8M	0.9%Prev: 0.9%	9,177 SH	Increased+215 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$273K	0.1%Prev: 0.1%	5,082 SH	Increased+844 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.6M	2.8%Prev: 2.9%	39,977 SH	Increased-923 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$933K	0.5%Prev: 0.5%	18,551 SH	Increased+207 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$535K	0.3%Prev: 0.2%	6,393 SH	Increased+1,767 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$5.1M	2.6%Prev: 2.8%	64,013 SH	Decreased-3,722 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$15.0M	7.5%Prev: 7.6%	68,060 SH	Increased+396 SH
VANGUARD STAR FDS	VG TL INTL STK F	$464K	0.2%Prev: 0.2%	6,152 SH	Decreased-298 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$296K	0.1%Prev: 0.2%	2,062 SH	Increased-22 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$243K	0.1%Prev: 0.1%	2,653 SH	Decreased-545 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$884K	0.4%Prev: 0.5%	3,070 SH	Decreased-351 SH
VANGUARD WORLD FD	INF TECH ETF	$237K	0.1%	315 SH	New
VANGUARD WORLD FD	MEGA CAP VAL ETF	$6.1M	3.1%Prev: 3.2%	43,187 SH	Increased-634 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$368K	0.2%Prev: 0.2%	891 SH	Increased-7 SH
VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$13.3M	6.7%Prev: 6.0%	280,824 SH	Increased+39,451 SH
VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$353K	0.2%	6,935 SH	New
WALMART INC	COM	$622K	0.3%Prev: 0.3%	5,587 SH	Increased
WSFS FINL CORP	COM	$342K	0.2%Prev: 0.2%	6,195 SH	Increased+19 SH

Sold (vs prior filing)

AMERICAN EXPRESS CO — $202K
MASTERCARD INCORPORATED — $211K
SELECT SECTOR SPDR TR — $1.3M
SELECT SECTOR SPDR TR — $506K
SPDR SERIES TRUST — $741K
SPDR SERIES TRUST — $2.7M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 21, 2026	Q4 2025	13F-HR	0000821103-26-000001	$198.4M	View
Nov 13, 2025	Q3 2025	13F-HR	0000821103-25-000002	$191.6M	View
Aug 10, 2026	Q2 2026