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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 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIG VANGUARD DIVIDEND APPRECIATION ETF 2,647.0 $569K 0.19% $215.10 +9.0%
62 CSCO CISCO SYS INC COM Technology 7,319.0 $568K 0.19% -682.0 -8.5% $77.59 +46.6%
63 QQQM INVESCO NASDAQ 100 ETF 2,332.0 $554K 0.18% $237.62 +22.4%
64 AMAT APPLIED MATLS INC COM Technology 1,598.0 $546K 0.18% $341.79 +83.4%
65 BAC BANK AMERICA CORP COM Financial Services 11,161.0 $544K 0.18% -158.0 -1.4% $48.75 +18.7%
66 SCHD SCHWAB US DIVIDEND EQUITY ETF 17,573.0 $539K 0.18% $30.68 +4.5%
67 MU MICRON TECHNOLOGY INC COM Technology 1,589.0 $537K 0.18% +71.0 +4.7% $337.84 +235.2%
68 GS GOLDMAN SACHS GROUP INC COM Financial Services 600.0 $508K 0.17% $845.99 +20.5%
69 SPY STATE STREET SPDR S&P 500 ETF Financial Services 774.0 $503K 0.17% $650.34 +12.2%
70 CF CF INDUSTRIES HOLD COM Basic Materials 3,688.0 $479K 0.16% $129.84 -18.6%
71 MOTI VANECK MORNINGSTAR INTERNATIONAL MOAT ETF 14,007.0 $478K 0.16% $34.15 -4.4%
72 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 7,255.0 $465K 0.15% -4K -36.0% $64.08 +10.1%
73 V VISA INC COM CL A Financial Services 1,529.0 $462K 0.15% -69.0 -4.3% $302.17 +11.3%
74 AXON AXON ENTERPRISE INC COM Industrials 1,080.0 $459K 0.15% $424.69 +9.5%
75 WELL WELLTOWER INC COM Real Estate 2,307.0 $456K 0.15% $197.71 +14.9%
76 AMZN AMAZON COM INC COM Consumer Cyclical 2,101.0 $438K 0.14% +53.0 +2.6% $208.27 +11.7%
77 PHM PULTE GROUP INC COM Consumer Cyclical 3,702.0 $435K 0.14% $117.61 +17.0%
78 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 3,942.0 $430K 0.14% $108.99 +0.5%
79 JAAA JANUS HENDERSON AAA CLO ETF 8,492.0 $428K 0.14% +709.0 +9.1% $50.37 +0.6%
80 NUE NUCOR CORP COM Basic Materials 2,381.0 $403K 0.13% $169.10 +41.8%
Page 4 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%