PLANNING DIRECTIONS INC

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

Import this data to Google Sheets with:

=jivedata("planning-directions-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $191.6M93 positionsView on SEC.gov

			% of Portfolio
AGNC INVT CORP	COM	$120K	0.1%Prev: 0.1%	12,248 SH	Decreased-5,268 SH
ALPHABET INC	CAP STK CL A	$413K	0.2%Prev: 0.3%	1,699 SH	Decreased-7 SH
AMAZON COM INC	COM	$1.5M	0.8%Prev: 0.6%	6,679 SH	Increased+1,202 SH
AMERICAN EXPRESS CO	COM	$202K	0.1%Prev: 0.1%	610 SH	Decreased-61 SH
APPLE INC	COM	$11.0M	5.7%Prev: 4.5%	43,052 SH	Increased+9,196 SH
APPLIED MATLS INC	COM	$665K	0.3%Prev: 1.1%	3,248 SH	Decreased-11 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$263K	0.1%Prev: 0.2%	524 SH	Decreased-220 SH
BLACKSTONE INC	COM	$256K	0.1%	1,500 SH	New
BOEING CO	COM	$314K	0.2%	1,455 SH	New
CATERPILLAR INC	COM	$224K	0.1%Prev: 0.2%	470 SH	Decreased-2 SH
COINBASE GLOBAL INC	COM CL A	$1.2M	0.6%Prev: 0.2%	3,428 SH	Increased-100 SH
CONSTELLATION ENERGY CORP	COM	$515K	0.3%Prev: 0.2%	1,566 SH	Decreased-537 SH
CORMEDIX INC	COM	$582K	0.3%Prev: 0.1%	50,000 SH	Increased+30,000 SH
COSTCO WHSL CORP NEW	COM	$286K	0.1%	309 SH	New
DEERE & CO	COM	$325K	0.2%Prev: 0.2%	712 SH	Decreased-6 SH
DELL TECHNOLOGIES INC	CL C	$366K	0.2%Prev: 0.5%	2,584 SH	Decreased+179 SH
EXXON MOBIL CORP	COM	$474K	0.2%Prev: 0.3%	4,202 SH	Decreased+4 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$206K	0.1%Prev: 0.2%	3,702 SH	Decreased-2,155 SH
FIDELITY MERRIMACK STR TR	INVESTMENT GR BD	$204K	0.1%Prev: 0.1%	4,690 SH	Decreased-2,022 SH
FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$6.0M	3.1%Prev: 2.6%	118,993 SH	Increased+8,520 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$508K	0.3%Prev: 0.1%	10,989 SH	Increased+5,380 SH
GLOBAL X FDS	US INFR DEV ETF	$382K	0.2%Prev: 0.2%	8,011 SH	Decreased+1,019 SH
HCA HEALTHCARE INC	COM	$238K	0.1%Prev: 0.1%	558 SH	Increased
HOME DEPOT INC	COM	$431K	0.2%Prev: 0.1%	1,064 SH	Increased+219 SH
INTERNATIONAL BUSINESS MACHS	COM	$295K	0.2%Prev: 0.1%	1,045 SH	Increased+118 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL STP	$721K	0.4%Prev: 0.2%	24,672 SH	Increased+7,484 SH
ISHARES INC	MSCI GBL MIN VOL	$1.4M	0.7%Prev: 0.6%	11,317 SH	Increased+39 SH
ISHARES TR	0-5YR HI YL CP	$4.6M	2.4%Prev: 0.7%	106,752 SH	Increased+71,497 SH
ISHARES TR	CORE DIV GRWTH	$240K	0.1%	3,532 SH	New
ISHARES TR	CORE S&P SCP ETF	$6.3M	3.3%Prev: 2.7%	53,204 SH	Increased+14,590 SH
ISHARES TR	CORE S&P TTL STK	$276K	0.1%Prev: 0.1%	1,893 SH	Decreased+93 SH
ISHARES TR	CORE S&P US GWT	$2.8M	1.5%Prev: 1.3%	16,912 SH	Increased+2,353 SH
ISHARES TR	CORE S&P500 ETF	$373K	0.2%Prev: 0.1%	558 SH	Increased+186 SH
ISHARES TR	MSCI EAFE MIN VL	$238K	0.1%Prev: 0.1%	2,806 SH	Increased+332 SH
ISHARES TR	MSCI USA MIN VOL	$458K	0.2%	4,809 SH	New
ISHARES TR	RUS MDCP VAL ETF	$319K	0.2%Prev: 0.2%	2,282 SH	Decreased-509 SH
ISHARES TR	U.S. TECH ETF	$487K	0.3%Prev: 0.2%	2,488 SH	Increased+702 SH
ISHARES TR	US AER DEF ETF	$249K	0.1%Prev: 0.4%	1,188 SH	Decreased-2,159 SH
ISHARES TR	US CONSUM DISCRE	$444K	0.2%Prev: 0.2%	4,237 SH	Increased+250 SH
ISHARES TR	US HLTHCARE ETF	$737K	0.4%Prev: 0.3%	12,546 SH	Increased+4,198 SH
ISHARES TR	US INDUSTRIALS	$1.1M	0.6%Prev: 0.5%	7,252 SH	Decreased+704 SH
ISHARES U S ETF TR	SHORT DURATION B	$943K	0.5%	18,392 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.2M	1.7%Prev: 1.8%	55,900 SH	Decreased-13,144 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$1.2M	0.6%Prev: 0.7%	16,652 SH	Decreased-2,464 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$995K	0.5%Prev: 0.5%	19,710 SH	Decreased-540 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.6M	1.4%Prev: 1.6%	45,283 SH	Decreased-9,821 SH
JPMORGAN CHASE & CO.	COM	$221K	0.1%	701 SH	New
LOWES COS INC	COM	$302K	0.2%Prev: 0.1%	1,200 SH	Increased-2 SH
MASTERCARD INCORPORATED	CL A	$211K	0.1%	370 SH	New
MCDONALDS CORP	COM	$509K	0.3%Prev: 0.2%	1,675 SH	Increased+286 SH
META PLATFORMS INC	CL A	$222K	0.1%	302 SH	New
MICROSOFT CORP	COM	$1.5M	0.8%Prev: 0.6%	2,932 SH	Increased-300 SH
NEXTERA ENERGY INC	COM	$227K	0.1%Prev: 0.1%	3,010 SH	Decreased-374 SH
NORFOLK SOUTHN CORP	COM	$269K	0.1%Prev: 0.1%	895 SH	Decreased-12 SH
NVIDIA CORPORATION	COM	$2.9M	1.5%Prev: 1.0%	15,585 SH	Increased+5,020 SH
PALANTIR TECHNOLOGIES INC	CL A	$374K	0.2%Prev: 0.1%	2,050 SH	Increased-128 SH
PALO ALTO NETWORKS INC	COM	$442K	0.2%Prev: 0.3%	2,170 SH	Decreased+20 SH
PEPSICO INC	COM	$275K	0.1%Prev: 0.1%	1,956 SH	Increased+330 SH
PROCTER AND GAMBLE CO	COM	$246K	0.1%	1,600 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$37.2M	19.4%Prev: 6.7%	1,361,756 SH	Increased+902,448 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$388K	0.2%Prev: 0.2%	13,895 SH	Decreased+1,884 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$1.3M	0.7%	16,105 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$506K	0.3%	5,797 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$342K	0.2%	513 SH	New
SPDR SERIES TRUST	AEROSPACE DEF	$741K	0.4%	3,152 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$2.7M	1.4%	18,927 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$231K	0.1%Prev: 0.1%	2,962 SH	Decreased-947 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$15.2M	7.9%Prev: 2.2%	192,874 SH	Increased+131,241 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$357K	0.2%Prev: 0.2%	7,149 SH	Decreased-564 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.5M	2.9%Prev: 2.4%	11,572 SH	Increased-48,766 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$5.6M	2.9%Prev: 3.1%	19,058 SH	Decreased-2,982 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.4M	0.7%Prev: 0.6%	7,876 SH	Increased+1,241 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.4M	1.2%Prev: 0.8%	8,058 SH	Increased-13,908 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	0.8%Prev: 0.5%	2,399 SH	Increased+716 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.4M	0.7%Prev: 0.7%	6,582 SH	Decreased+583 SH
VANGUARD INDEX FDS	SMALL CP ETF	$800K	0.4%Prev: 0.4%	3,145 SH	Increased+554 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$402K	0.2%Prev: 0.2%	1,350 SH	Decreased+9 SH
VANGUARD INDEX FDS	VALUE ETF	$1.7M	0.9%Prev: 1.0%	8,962 SH	Decreased-495 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$230K	0.1%Prev: 0.2%	4,238 SH	Decreased-4,435 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.6M	2.9%Prev: 2.8%	40,900 SH	Decreased+2,464 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$918K	0.5%Prev: 0.3%	18,344 SH	Increased+5,598 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$389K	0.2%Prev: 0.3%	4,626 SH	Decreased-4,255 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$5.4M	2.8%Prev: 1.8%	67,735 SH	Increased+19,676 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$14.6M	7.6%Prev: 7.4%	67,664 SH	Decreased-281 SH
VANGUARD STAR FDS	VG TL INTL STK F	$474K	0.2%Prev: 0.2%	6,450 SH	Increased+962 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$294K	0.2%Prev: 0.2%	2,084 SH	Decreased-53 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$286K	0.1%Prev: 0.3%	3,198 SH	Decreased-4,567 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$888K	0.5%Prev: 0.4%	3,421 SH	Increased+803 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$6.0M	3.2%Prev: 3.2%	43,821 SH	Decreased+2,183 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$361K	0.2%Prev: 0.2%	898 SH	Decreased-4,162 SH
VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$11.5M	6.0%	241,373 SH	New
WALMART INC	COM	$576K	0.3%Prev: 0.3%	5,587 SH	Decreased-330 SH
WSFS FINL CORP	COM	$333K	0.2%Prev: 0.2%	6,176 SH	Decreased-368 SH

Sold (vs prior filing)

ACNB CORP — $263K
ASTERA LABS INC — $423K
CAPITAL SOUTHWEST CORP — $52K
COHERENT CORP — $1.1M
COSTCO WHOLESALE CORPORATION — $208K
EXELON CORP — $206K
INVESCO EXCHANGE TRADED FD T — $345K
INVESCO EXCHANGE TRADED FD T — $212K
ISHARES TR — $5.1M
ISHARES TR — $292K
ISHARES TR — $391K
ISHARES TR — $710K
ISHARES TR — $26.2M
ISHARES U S ETF TR — $2.4M
J P MORGAN EXCHANGE TRADED F — $15.4M
J P MORGAN EXCHANGE TRADED F — $359K
JOHNSON & JOHNSON — $203K
JPMORGAN CHASE & CO — $233K
LAM RESEARCH CORP — $336K
LOAR HOLDINGS INC — $288K
… and 13 more

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