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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 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPMORGAN CALIFORNIA TAX FREE BOND ETF 24,471.0 $1.2M 0.35% NEW $50.33
2 EXXONMOBIL HOLDINGS CORP COM SHS 3,920.0 $536K 0.15% NEW $136.72
3 INTC INTEL CORP COM Technology 3,381.0 $472K 0.14% NEW $139.63 -35.9%
4 VTI VANGUARD TOTAL STOCK MARKET ETF 1,087.0 $402K 0.12% NEW $370.04 +2.5%
5 ALL ALLSTATE CORP COM Financial Services 1,418.0 $337K 0.10% NEW $237.94 +9.5%
6 ASML ASML HLDG NV N Y REGISTRY SHS Technology 168.0 $334K 0.10% NEW $1989.44 -14.7%
7 CDNS CADENCE DESIGN SYSTEM INC COM Technology 706.0 $265K 0.08% NEW $375.32 -9.3%
8 AVGO BROADCOM INC COM Technology 692.0 $261K 0.07% NEW $377.75 -2.4%
9 AMD ADVANCED MICRO DEVICES INC COM Technology 424.0 $246K 0.07% NEW $580.91 -19.9%
10 GE GE AEROSPACE COM NEW Industrials 651.0 $243K 0.07% NEW $373.73 -8.3%
11 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 1,040.0 $242K 0.07% NEW $233.10 +0.9%
12 VLUE ISHARES MSCI USA VALUE FACTOR ETF 1,208.0 $241K 0.07% NEW $199.81 +0.7%
13 TOL TOLL BROTHERS INC COM Consumer Cyclical 1,444.0 $238K 0.07% NEW $164.77 -11.3%
14 STT STATE STR CORP COM Financial Services 1,375.0 $233K 0.07% NEW $169.60 +14.0%
15 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 6,696.0 $233K 0.07% NEW $34.81 -0.6%
16 MATX MATSON INC COM Industrials 1,172.0 $225K 0.07% NEW $192.23 +16.7%
17 IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 3,693.0 $223K 0.06% NEW $60.29 +3.8%
18 APH AMPHENOL CORP CL A Technology 1,258.0 $222K 0.06% NEW $176.32 -10.5%
19 NEU NEWMARKET CORP COM Basic Materials 275.0 $218K 0.06% NEW $791.24 +15.6%
20 SSD SIMPSON MFG INC COM Industrials 990.0 $207K 0.06% NEW $209.35 -13.0%
Page 1 of 2  ·  26 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%