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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 3 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMAT APPLIED MATLS INC COM Technology 1,647.0 $1.2M 0.34% +49.0 +3.1% $723.00 -36.1%
42 JNJ JOHNSON & JOHNSON COM Healthcare 4,312.0 $1.1M 0.31% +213.0 +5.2% $253.98 +5.5%
43 IBM INTERNATIONAL BUSINESS MACHS COM Technology 3,810.0 $1.1M 0.31% +27.0 +0.7% $281.21 -16.2%
44 POWR ISHARES US POWER INFRASTRUCTURE ETF 38,044.0 $1.1M 0.30% $27.96 -9.0%
45 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,959.0 $980K 0.28% +57.0 +3.0% $500.39
46 CVX CHEVRON CORPORATION COM Energy 5,635.0 $934K 0.27% +2K +63.9% $165.76 +21.8%
47 JPM JPMORGAN CHASE & CO COM Financial Services 2,843.0 $931K 0.27% +110.0 +4.0% $327.33 +9.3%
48 ANET ARISTA NETWORKS INC COM SHS Technology 5,464.0 $928K 0.27% +28.0 +0.5% $169.88 +15.0%
49 MRK MERCK & CO INC COM Healthcare 6,896.0 $886K 0.25% +170.0 +2.5% $128.50 +15.4%
50 CSCO CISCO SYS INC COM Technology 7,456.0 $876K 0.25% +137.0 +1.9% $117.46 -6.4%
51 IJH ISHARES CORE S&P MID-CAP ETF 11,071.0 $854K 0.24% $77.11 -1.8%
52 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 19,703.0 $816K 0.23% -145.0 -0.7% $41.43 +7.8%
53 GNMA ISHARES GNMA BOND ETF 17,970.0 $795K 0.23% $44.23 -1.4%
54 VTV VANGUARD VALUE ETF 3,592.0 $783K 0.22% $217.93 +3.4%
55 LRCX LAM RESEARCH CORP COM NEW Technology 1,803.0 $781K 0.22% +83.0 +4.8% $433.33 -30.3%
56 TIP ISHARES TIPS BOND ETF 6,707.0 $734K 0.21% $109.43 -2.3%
57 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 10,072.0 $718K 0.21% +3K +38.8% $71.25 +2.5%
58 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 6,993.0 $692K 0.20% +214.0 +3.2% $98.98 -1.5%
59 PG PROCTER & GAMBLE CO COM Consumer Defensive 4,466.0 $655K 0.19% +94.0 +2.1% $146.63 -2.0%
60 BAC BANK OF AMER CORP COM Financial Services 11,489.0 $655K 0.19% +328.0 +2.9% $56.98 +9.4%
Page 3 of 8  ·  155 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%