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Portfolio (Quarterly) Guide ↗

Planned Solutions, Inc.

· CIK 0001831332
13F Portfolio $306M AUM 139 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 22 Added 39 Reduced 8 Exited
Page 3 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS COM Technology 3,783.0 $917K 0.30% -100.0 -2.6% $242.39 +12.1%
42 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,902.0 $911K 0.30% $479.20
43 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 19,848.0 $845K 0.28% $42.56 -2.8%
44 MRK MERCK & CO INC COM Healthcare 6,726.0 $809K 0.27% +90.0 +1.4% $120.29 +6.7%
45 JPM JPMORGAN CHASE & CO COM Financial Services 2,733.0 $804K 0.26% $294.16 +11.9%
46 GNMA ISHARES GNMA BOND ETF 17,885.0 $793K 0.26% $44.33 +0.2%
47 MCD MCDONALDS CORP COM Consumer Cyclical 2,416.0 $751K 0.25% -184.0 -7.1% $310.79 -13.2%
48 IJH ISHARES CORE S&P MID-CAP ETF 11,052.0 $746K 0.24% $67.53 +12.8%
49 TIP ISHARES TIPS BOND ETF 6,707.0 $740K 0.24% $110.36 -0.6%
50 NFLX NETFLIX INC. COM Communication Services 7,502.0 $721K 0.24% -438.0 -5.5% $96.15 -23.2%
51 CVX CHEVRON CORPORATION COM Energy 3,438.0 $711K 0.23% -40.0 -1.1% $206.89 -17.3%
52 VTV VANGUARD VALUE ETF 3,592.0 $705K 0.23% -46.0 -1.3% $196.20 +11.3%
53 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 6,779.0 $673K 0.22% $99.28 +0.1%
54 ANET ARISTA NETWORKS INC COM SHS Technology 5,436.0 $667K 0.22% $122.78 +28.4%
55 XOM EXXON MOBIL CORP COM Energy 3,905.0 $663K 0.22% -382.0 -8.9% $169.66 -19.5%
56 WMT WALMART INC COM Consumer Defensive 5,285.0 $657K 0.21% -367.0 -6.5% $124.28 -6.9%
57 PG PROCTER & GAMBLE CO COM Consumer Defensive 4,372.0 $631K 0.21% -197.0 -4.3% $144.43 +3.2%
58 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 629.0 $627K 0.20% -95.0 -13.1% $996.43 -4.4%
59 SCHO SCHWAB SHORT-TERM US TREASURY ETF 25,465.0 $618K 0.20% -231.0 -0.9% $24.27 -0.5%
60 VUG VANGUARD GROWTH ETF 1,374.0 $600K 0.20% -23.0 -1.6% $436.80 -81.1%
Page 3 of 7  ·  139 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
Financial Services 31.1%
Technology 29.3%
Healthcare 7.9%
Industrials 7.6%
Communication Services 6.9%
Consumer Defensive 4.6%
Consumer Cyclical 4.2%
Energy 3.3%
Basic Materials 2.5%
Real Estate 1.7%