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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 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 O REALTY INCOME CORP COM Real Estate 3,324.0 $206K 0.06% NEW $61.96 +0.0%
22 GEV GE VERNOVA INC COM Utilities 174.0 $204K 0.06% NEW $1174.86 -22.4%
23 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 406.0 $204K 0.06% NEW $501.36 +24.1%
24 SBUX STARBUCKS CORP COM Consumer Cyclical 1,981.0 $202K 0.06% NEW $102.19 +5.5%
25 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 3,909.0 $202K 0.06% NEW $51.69 +2.8%
26 DGX QUEST DIAGNOSTICS INC COM Healthcare 950.0 $201K 0.06% NEW $211.95 +14.5%
Page 2 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%