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: $197.6M105 positionsView on SEC.gov

			% of Portfolio
ACNB CORP	COM	$212K	0.1%	4,433 SH	New
AGNC INVT CORP	COM	$175K	0.1%	17,481 SH	New
ALPHABET INC	CAP STK CL A	$485K	0.2%Prev: 0.1%	1,685 SH	Increased-405 SH
AMAZON COM INC	COM	$1.4M	0.7%Prev: 0.6%	6,528 SH	Decreased-730 SH
APPLE INC	COM	$10.9M	5.5%Prev: 4.2%	42,845 SH	Increased-1,130 SH
APPLIED MATLS INC	COM	$1.1M	0.6%Prev: 0.2%	3,256 SH	Increased+723 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$357K	0.2%Prev: 0.1%	744 SH	Increased+131 SH
BOEING CO	COM	$290K	0.1%Prev: 0.1%	1,455 SH	Increased
CAPITAL SOUTHWEST CORP	NOTE 5.125%11/1	$51K	0.0%	50,000 SH	New
CATERPILLAR INC	COM	$334K	0.2%	472 SH	New
COHERENT CORP	COM	$691K	0.3%	2,900 SH	New
COINBASE GLOBAL INC	COM CL A	$616K	0.3%Prev: 0.3%	3,528 SH	Decreased-665 SH
CONSTELLATION ENERGY CORP	COM	$711K	0.4%Prev: 0.1%	2,547 SH	Increased+1,036 SH
CORMEDIX INC	COM	$136K	0.1%Prev: 0.1%	20,000 SH	Decreased-30,000 SH
COSTCO WHOLESALE CORPORATION	COM	$333K	0.2%	335 SH	New
DEERE & CO	COM	$403K	0.2%Prev: 0.1%	716 SH	Increased-23 SH
DELL TECHNOLOGIES INC	CL C	$402K	0.2%	2,448 SH	New
EXELON CORP	COM	$217K	0.1%Prev: 0.1%	4,420 SH	Increased+10 SH
EXXON MOBIL CORP	COM	$712K	0.4%Prev: 0.2%	4,196 SH	Increased-296 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$284K	0.1%	5,144 SH	New
FIDELITY MERRIMACK STR TR	INVESTMENT GR BD	$286K	0.1%	6,646 SH	New
FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$6.0M	3.0%Prev: 2.1%	119,909 SH	Increased+20,612 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$422K	0.2%	8,966 SH	New
GLOBAL X FDS	US INFR DEV ETF	$355K	0.2%Prev: 0.1%	6,992 SH	Increased-1,009 SH
HCA HEALTHCARE INC	COM	$264K	0.1%Prev: 0.1%	558 SH	Increased-24 SH
HOME DEPOT INC	COM	$278K	0.1%Prev: 2.3%	844 SH	Decreased-13,690 SH
INTERNATIONAL BUSINESS MACHS	COM	$256K	0.1%Prev: 0.1%	1,056 SH	Increased+80 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$300K	0.2%	1,809 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL STP	$637K	0.3%Prev: 0.3%	21,610 SH	Decreased-3,557 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL UTL	$211K	0.1%	2,602 SH	New
ISHARES INC	MSCI GBL MIN VOL	$1.4M	0.7%Prev: 0.6%	11,406 SH	Decreased-1,127 SH
ISHARES TR	0-5YR HI YL CP	$1.5M	0.7%Prev: 1.4%	34,459 SH	Decreased-41,274 SH
ISHARES TR	CORE 1 5 YR USD	$4.6M	2.3%	95,634 SH	New
ISHARES TR	CORE DIV GRWTH	$263K	0.1%	3,742 SH	New
ISHARES TR	CORE S&P MCP ETF	$225K	0.1%	3,333 SH	New
ISHARES TR	CORE S&P SCP ETF	$4.7M	2.4%Prev: 2.2%	37,635 SH	Decreased-11,579 SH
ISHARES TR	CORE S&P TTL STK	$256K	0.1%Prev: 0.2%	1,796 SH	Decreased-1,110 SH
ISHARES TR	CORE S&P US GWT	$2.3M	1.2%Prev: 1.0%	14,862 SH	Decreased-3,314 SH
ISHARES TR	MSCI EAFE MIN VL	$222K	0.1%Prev: 0.1%	2,428 SH	Increased-333 SH
ISHARES TR	MSCI USA MIN VOL	$439K	0.2%Prev: 0.2%	4,730 SH	Increased+155 SH
ISHARES TR	RUS 1000 VAL ETF	$589K	0.3%Prev: 0.3%	2,756 SH	Decreased-1,217 SH
ISHARES TR	RUS MDCP VAL ETF	$395K	0.2%Prev: 0.1%	2,712 SH	Increased+278 SH
ISHARES TR	S&P 500 VAL ETF	$22.4M	11.3%	105,962 SH	New
ISHARES TR	U.S. TECH ETF	$332K	0.2%Prev: 0.1%	1,830 SH	Increased-424 SH
ISHARES TR	US AER DEF ETF	$713K	0.4%	3,262 SH	New
ISHARES TR	US CONSUM DISCRE	$386K	0.2%Prev: 0.2%	3,982 SH	Increased-245 SH
ISHARES TR	US HLTHCARE ETF	$542K	0.3%Prev: 0.4%	8,792 SH	Decreased-5,091 SH
ISHARES TR	US INDUSTRIALS	$999K	0.5%Prev: 0.5%	6,771 SH	Decreased-1,534 SH
ISHARES U S ETF TR	SHORT DURATION B	$2.1M	1.1%	41,769 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.5M	1.8%Prev: 1.4%	61,915 SH	Increased+5,692 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$10.6M	5.4%	229,934 SH	New
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$1.5M	0.8%	19,687 SH	New
J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$216K	0.1%	4,145 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.0M	0.5%Prev: 0.4%	20,066 SH	Increased+577 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.7M	1.4%Prev: 0.9%	49,190 SH	Increased+9,769 SH
JOHNSON & JOHNSON	COM	$208K	0.1%	850 SH	New
JPMORGAN CHASE & CO	COM	$208K	0.1%	708 SH	New
LOAR HOLDINGS INC	COM SHS	$205K	0.1%	3,572 SH	New
LOWES COS INC	COM	$283K	0.1%Prev: 0.2%	1,196 SH	Decreased-371 SH
MCDONALDS CORP	COM	$430K	0.2%Prev: 0.3%	1,383 SH	Decreased-653 SH
MICROSOFT CORP	COM	$1.3M	0.6%Prev: 0.6%	3,451 SH	Decreased-197 SH
NEXTERA ENERGY INC	COM	$286K	0.1%Prev: 0.2%	3,077 SH	Decreased-2,691 SH
NORFOLK SOUTHN CORP	COM	$259K	0.1%Prev: 0.1%	903 SH	Increased-151 SH
NVIDIA CORPORATION	COM	$2.8M	1.4%Prev: 1.3%	15,844 SH	Decreased-12,357 SH
PALANTIR TECHNOLOGIES INC	CL A	$278K	0.1%Prev: 0.1%	1,903 SH	Decreased-2,000 SH
PALO ALTO NETWORKS INC	COM	$345K	0.2%Prev: 0.2%	2,150 SH	Decreased-20 SH
PEPSICO INC	COM	$250K	0.1%Prev: 1.6%	1,612 SH	Decreased-22,797 SH
PROCTER & GAMBLE CO	COM	$225K	0.1%	1,558 SH	New
ROUNDHILL ETF TRUST	ROUNDHILL S&P500	$281K	0.1%	5,752 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$14.9M	7.5%Prev: 15.3%	485,048 SH	Decreased-795,034 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$387K	0.2%Prev: 0.2%	13,305 SH	Decreased-7,022 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$1.3M	0.7%	15,687 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$593K	0.3%	12,914 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$3.4M	1.7%	21,045 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$407K	0.2%	626 SH	New
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$218K	0.1%	4,374 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$291K	0.1%Prev: 0.1%	3,777 SH	Increased+670 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.4M	3.2%Prev: 6.6%	81,713 SH	Decreased-114,928 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$363K	0.2%Prev: 0.2%	7,290 SH	Decreased-983 SH
VANGUARD INDEX FDS	GROWTH ETF	$4.5M	2.3%Prev: 2.4%	10,240 SH	Decreased-5,147 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$5.3M	2.7%Prev: 1.9%	20,690 SH	Increased+2,194 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.3M	0.6%Prev: 0.9%	6,922 SH	Decreased-5,970 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.8M	0.9%Prev: 0.8%	6,350 SH	Decreased-1,314 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	0.7%Prev: 0.9%	2,332 SH	Decreased-1,891 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.3M	0.7%Prev: 0.8%	6,139 SH	Decreased-3,949 SH
VANGUARD INDEX FDS	SMALL CP ETF	$746K	0.4%Prev: 0.3%	2,850 SH	Increased-390 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$410K	0.2%Prev: 0.9%	1,358 SH	Decreased-7,143 SH
VANGUARD INDEX FDS	VALUE ETF	$2.0M	1.0%Prev: 0.9%	10,110 SH	Decreased-2,651 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$385K	0.2%Prev: 0.2%	7,115 SH	Decreased-3,055 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.3M	2.7%Prev: 2.1%	38,584 SH	Increased-4,255 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$631K	0.3%Prev: 0.4%	12,640 SH	Decreased-5,399 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$726K	0.4%Prev: 0.2%	8,773 SH	Increased+2,349 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.2M	2.1%Prev: 2.4%	52,859 SH	Decreased-18,392 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$14.8M	7.5%Prev: 5.9%	69,009 SH	Increased-1,946 SH
VANGUARD STAR FDS	VG TL INTL STK F	$475K	0.2%Prev: 0.1%	6,158 SH	Increased+1,443 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$315K	0.2%Prev: 1.0%	2,124 SH	Decreased-15,213 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$396K	0.2%	4,479 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$815K	0.4%Prev: 0.6%	2,993 SH	Decreased-1,984 SH
VANGUARD WORLD FD	INF TECH ETF	$220K	0.1%Prev: 0.1%	315 SH	Decreased-251 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$6.4M	3.3%Prev: 2.6%	44,376 SH	Increased-2,591 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$379K	0.2%Prev: 0.1%	1,031 SH	Increased+103 SH
VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$14.0M	7.1%Prev: 4.6%	298,691 SH	Increased+69,868 SH
VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$339K	0.2%	6,692 SH	New
WALMART INC	COM	$733K	0.4%Prev: 0.4%	5,897 SH	Decreased-5,497 SH
WSFS FINL CORP	COM	$427K	0.2%	6,525 SH	New

Sold (vs prior filing)

BLACKSTONE INC — $235K
COSTCO WHSL CORP NEW — $330K
DIMENSIONAL ETF TRUST — $255K
DISNEY WALT CO — $326K
FIRST TR EXCHANGE TRADED FD — $779K
FIRST TR EXCHANGE TRADED FD — $780K
FIRST TR EXCHANGE-TRADED FD — $734K
FIRST TR NASDAQ 100 TECH IND — $597K
FIRST TR VALUE LINE DIVID IN — $499K
INVESCO EXCHANGE TRADED FD T — $886K
ISHARES TR — $410K
ISHARES TR — $542K
ISHARES TR — $1.2M
JPMORGAN CHASE & CO. — $383K
MASTERCARD INCORPORATED — $202K
META PLATFORMS INC — $225K
NETFLIX INC — $559K
NIKE INC — $222K
NUVEEN PFD & INCOME OPPORTUN — $363K
PACER FDS TR — $246K
… and 26 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