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: $177.7M85 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$308K	0.2%Prev: 0.2%	1,746 SH	Decreased+61 SH
AMAZON COM INC	COM	$1.5M	0.8%Prev: 0.7%	6,768 SH	Increased+240 SH
APPLE INC	COM	$8.9M	5.0%Prev: 5.5%	43,186 SH	Decreased+341 SH
APPLIED MATLS INC	COM	$593K	0.3%Prev: 0.6%	3,240 SH	Decreased-16 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$255K	0.1%Prev: 0.2%	524 SH	Decreased-220 SH
BLACKSTONE INC	COM	$223K	0.1%	1,492 SH	New
BOEING CO	COM	$305K	0.2%Prev: 0.1%	1,455 SH	Increased
COINBASE GLOBAL INC	COM CL A	$1.2M	0.7%Prev: 0.3%	3,428 SH	Increased-100 SH
CONSTELLATION ENERGY CORP	COM	$488K	0.3%Prev: 0.4%	1,511 SH	Decreased-1,036 SH
CORMEDIX INC	COM	$616K	0.3%Prev: 0.1%	50,000 SH	Increased+30,000 SH
COSTCO WHSL CORP NEW	COM	$305K	0.2%	308 SH	New
DEERE & CO	COM	$361K	0.2%Prev: 0.2%	709 SH	Decreased-7 SH
DELL TECHNOLOGIES INC	CL C	$310K	0.2%Prev: 0.2%	2,525 SH	Decreased+77 SH
EXXON MOBIL CORP	COM	$459K	0.3%Prev: 0.4%	4,258 SH	Decreased+62 SH
FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$5.8M	3.2%Prev: 3.0%	115,078 SH	Decreased-4,831 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$502K	0.3%Prev: 0.2%	11,238 SH	Increased+2,272 SH
GLOBAL X FDS	US INFR DEV ETF	$349K	0.2%Prev: 0.2%	8,001 SH	Decreased+1,009 SH
HCA HEALTHCARE INC	COM	$223K	0.1%Prev: 0.1%	582 SH	Decreased+24 SH
HOME DEPOT INC	COM	$430K	0.2%Prev: 0.1%	1,172 SH	Increased+328 SH
INTERNATIONAL BUSINESS MACHS	COM	$271K	0.2%Prev: 0.1%	918 SH	Increased-138 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL STP	$744K	0.4%Prev: 0.3%	24,813 SH	Increased+3,203 SH
ISHARES INC	MSCI GBL MIN VOL	$1.3M	0.8%Prev: 0.7%	11,317 SH	Decreased-89 SH
ISHARES TR	0-5YR HI YL CP	$3.6M	2.0%Prev: 0.7%	84,017 SH	Increased+49,558 SH
ISHARES TR	CORE DIV GRWTH	$208K	0.1%Prev: 0.1%	3,257 SH	Decreased-485 SH
ISHARES TR	CORE S&P SCP ETF	$5.7M	3.2%Prev: 2.4%	52,289 SH	Increased+14,654 SH
ISHARES TR	CORE S&P TTL STK	$258K	0.1%Prev: 0.1%	1,911 SH	Increased+115 SH
ISHARES TR	CORE S&P US GWT	$2.6M	1.5%Prev: 1.2%	17,260 SH	Increased+2,398 SH
ISHARES TR	CORE S&P500 ETF	$379K	0.2%	611 SH	New
ISHARES TR	MSCI EAFE MIN VL	$236K	0.1%Prev: 0.1%	2,806 SH	Increased+378 SH
ISHARES TR	MSCI USA MIN VOL	$430K	0.2%Prev: 0.2%	4,585 SH	Decreased-145 SH
ISHARES TR	RUS MDCP VAL ETF	$239K	0.1%Prev: 0.2%	1,811 SH	Decreased-901 SH
ISHARES TR	U.S. TECH ETF	$408K	0.2%Prev: 0.2%	2,355 SH	Increased+525 SH
ISHARES TR	US CONSUM DISCRE	$422K	0.2%Prev: 0.2%	4,233 SH	Increased+251 SH
ISHARES TR	US HLTHCARE ETF	$753K	0.4%Prev: 0.3%	13,341 SH	Increased+4,549 SH
ISHARES TR	US INDUSTRIALS	$1.1M	0.6%Prev: 0.5%	7,395 SH	Increased+624 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.2M	1.8%Prev: 1.8%	56,648 SH	Decreased-5,267 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$858K	0.5%Prev: 0.8%	12,130 SH	Decreased-7,557 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$976K	0.5%Prev: 0.5%	19,664 SH	Decreased-402 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.2M	1.2%Prev: 1.4%	40,182 SH	Decreased-9,008 SH
JPMORGAN CHASE & CO.	COM	$202K	0.1%	698 SH	New
LOWES COS INC	COM	$265K	0.1%Prev: 0.1%	1,195 SH	Decreased-1 SH
MASTERCARD INCORPORATED	CL A	$208K	0.1%	370 SH	New
MCDONALDS CORP	COM	$537K	0.3%Prev: 0.2%	1,837 SH	Increased+454 SH
META PLATFORMS INC	CL A	$223K	0.1%	302 SH	New
MICROSOFT CORP	COM	$1.4M	0.8%Prev: 0.6%	2,857 SH	Increased-594 SH
NEXTERA ENERGY INC	COM	$207K	0.1%Prev: 0.1%	2,989 SH	Decreased-88 SH
NORFOLK SOUTHN CORP	COM	$228K	0.1%Prev: 0.1%	891 SH	Decreased-12 SH
NVIDIA CORPORATION	COM	$2.5M	1.4%Prev: 1.4%	15,962 SH	Decreased+118 SH
PALANTIR TECHNOLOGIES INC	CL A	$269K	0.2%Prev: 0.1%	1,975 SH	Decreased+72 SH
PALO ALTO NETWORKS INC	COM	$444K	0.2%Prev: 0.2%	2,170 SH	Increased+20 SH
PEPSICO INC	COM	$273K	0.2%Prev: 0.1%	2,067 SH	Increased+455 SH
PROCTER AND GAMBLE CO	COM	$254K	0.1%	1,593 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$34.6M	19.5%Prev: 7.5%	1,307,298 SH	Increased+822,250 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$351K	0.2%Prev: 0.2%	13,865 SH	Decreased+560 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$1.3M	0.8%	16,578 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$494K	0.3%	6,045 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$317K	0.2%	513 SH	New
SPDR SERIES TRUST	AEROSPACE DEF	$664K	0.4%	3,145 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$2.7M	1.5%	20,024 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$15.3M	8.6%Prev: 3.2%	194,290 SH	Increased+112,577 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$371K	0.2%Prev: 0.2%	7,433 SH	Increased+143 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.4M	3.0%Prev: 2.3%	12,224 SH	Increased+1,984 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$5.4M	3.1%Prev: 2.7%	19,116 SH	Increased-1,574 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.3M	0.7%Prev: 0.6%	8,016 SH	Increased+1,094 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.2M	1.2%Prev: 0.9%	7,898 SH	Increased+1,548 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	0.8%Prev: 0.7%	2,392 SH	Decreased+60 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.4M	0.8%Prev: 0.7%	7,100 SH	Increased+961 SH
VANGUARD INDEX FDS	SMALL CP ETF	$739K	0.4%Prev: 0.4%	3,117 SH	Decreased+267 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$406K	0.2%Prev: 0.2%	1,465 SH	Decreased+107 SH
VANGUARD INDEX FDS	VALUE ETF	$1.6M	0.9%Prev: 1.0%	9,156 SH	Decreased-954 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$208K	0.1%Prev: 0.2%	4,211 SH	Decreased-2,904 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.1M	2.9%Prev: 2.7%	39,913 SH	Decreased+1,329 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$892K	0.5%Prev: 0.3%	18,190 SH	Increased+5,550 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$232K	0.1%Prev: 0.4%	2,797 SH	Decreased-5,976 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$5.2M	3.0%Prev: 2.1%	66,026 SH	Increased+13,167 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$14.0M	7.9%Prev: 7.5%	68,159 SH	Decreased-850 SH
VANGUARD STAR FDS	VG TL INTL STK F	$443K	0.2%Prev: 0.2%	6,418 SH	Decreased+260 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$226K	0.1%Prev: 0.2%	1,692 SH	Decreased-432 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$264K	0.1%Prev: 0.2%	2,925 SH	Decreased-1,554 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$993K	0.6%Prev: 0.4%	4,001 SH	Increased+1,008 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$6.2M	3.5%Prev: 3.3%	46,919 SH	Decreased+2,543 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$331K	0.2%Prev: 0.2%	905 SH	Decreased-126 SH
VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$10.7M	6.0%Prev: 7.1%	227,341 SH	Decreased-71,350 SH
WALMART INC	COM	$526K	0.3%Prev: 0.4%	5,376 SH	Decreased-521 SH
WSFS FINL CORP	COM	$339K	0.2%Prev: 0.2%	6,157 SH	Decreased-368 SH

Sold (vs prior filing)

ACNB CORP — $212K
AGNC INVT CORP — $175K
CAPITAL SOUTHWEST CORP — $51K
CATERPILLAR INC — $334K
COHERENT CORP — $691K
COSTCO WHOLESALE CORPORATION — $333K
EXELON CORP — $217K
FIDELITY COVINGTON TRUST — $284K
FIDELITY MERRIMACK STR TR — $286K
INVESCO EXCHANGE TRADED FD T — $300K
INVESCO EXCHANGE TRADED FD T — $211K
ISHARES TR — $4.6M
ISHARES TR — $225K
ISHARES TR — $589K
ISHARES TR — $22.4M
ISHARES TR — $713K
ISHARES U S ETF TR — $2.1M
J P MORGAN EXCHANGE TRADED F — $10.6M
J P MORGAN EXCHANGE TRADED F — $216K
JOHNSON & JOHNSON — $208K
… and 12 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