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Portfolio (Quarterly) Guide ↗

Planned Solutions, Inc.

· CIK 0001831332
13F Portfolio $349M AUM 155 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 71 Added 21 Reduced 10 Exited
Page 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS COM Technology 3,810.0 $1.1M 0.31% +27.0 +0.7% $281.21 -16.7%
22 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,959.0 $980K 0.28% +57.0 +3.0% $500.39
23 CVX CHEVRON CORPORATION COM Energy 5,635.0 $934K 0.27% +2K +63.9% $165.76 +23.7%
24 JPM JPMORGAN CHASE & CO COM Financial Services 2,843.0 $931K 0.27% +110.0 +4.0% $327.33 +8.8%
25 ANET ARISTA NETWORKS INC COM SHS Technology 5,464.0 $928K 0.27% +28.0 +0.5% $169.88 +14.8%
26 MRK MERCK & CO INC COM Healthcare 6,896.0 $886K 0.25% +170.0 +2.5% $128.50 +15.2%
27 CSCO CISCO SYS INC COM Technology 7,456.0 $876K 0.25% +137.0 +1.9% $117.46 -6.0%
28 LRCX LAM RESEARCH CORP COM NEW Technology 1,803.0 $781K 0.22% +83.0 +4.8% $433.33 -30.5%
29 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 10,072.0 $718K 0.21% +3K +38.8% $71.25 +2.1%
30 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 6,993.0 $692K 0.20% +214.0 +3.2% $98.98 -1.6%
31 PG PROCTER & GAMBLE CO COM Consumer Defensive 4,466.0 $655K 0.19% +94.0 +2.1% $146.63 -1.1%
32 BAC BANK OF AMER CORP COM Financial Services 11,489.0 $655K 0.19% +328.0 +2.9% $56.98 +8.9%
33 SCHO SCHWAB SHORT-TERM US TREASURY ETF 26,135.0 $631K 0.18% +670.0 +2.6% $24.14 -0.3%
34 GS GOLDMAN SACHS GROUP INC COM Financial Services 611.0 $618K 0.18% +11.0 +1.8% $1011.37 +1.5%
35 WMT WALMART INC COM Consumer Defensive 5,429.0 $615K 0.18% +144.0 +2.7% $113.26 -7.8%
36 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 648.0 $606K 0.17% +19.0 +3.0% $935.47 +0.9%
37 NFLX NETFLIX INC. COM Communication Services 8,309.0 $593K 0.17% +807.0 +10.8% $71.40 +14.1%
38 AMZN AMAZON COM INC COM Consumer Cyclical 2,474.0 $590K 0.17% +373.0 +17.8% $238.34 +9.4%
39 SCHD SCHWAB US DIVIDEND EQUITY ETF 17,888.0 $567K 0.16% +315.0 +1.8% $31.71 +9.9%
40 VUG VANGUARD GROWTH ETF 6,498.0 $560K 0.16% +5K +372.9% $86.14 +2.1%
Page 2 of 4  ·  71 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.5%
Financial Services 32.0%
Industrials 8.5%
Healthcare 7.5%
Consumer Cyclical 4.6%
Communication Services 3.7%
Consumer Defensive 3.0%
Basic Materials 2.4%
Real Estate 1.9%
Energy 1.7%