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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 4 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHO SCHWAB SHORT-TERM US TREASURY ETF 26,135.0 $631K 0.18% +670.0 +2.6% $24.14 -0.3%
62 VIG VANGUARD DIVIDEND APPRECIATION ETF 2,648.0 $627K 0.18% $236.63 +2.7%
63 GS GOLDMAN SACHS GROUP INC COM Financial Services 611.0 $618K 0.18% +11.0 +1.8% $1011.37 +2.2%
64 WMT WALMART INC COM Consumer Defensive 5,429.0 $615K 0.18% +144.0 +2.7% $113.26 -9.0%
65 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 648.0 $606K 0.17% +19.0 +3.0% $935.47 +1.1%
66 AXON AXON ENTERPRISE INC COM Industrials 1,080.0 $605K 0.17% $560.61 +7.2%
67 NFLX NETFLIX INC. COM Communication Services 8,309.0 $593K 0.17% +807.0 +10.8% $71.40 +14.5%
68 AMZN AMAZON COM INC COM Consumer Cyclical 2,474.0 $590K 0.17% +373.0 +17.8% $238.34 +11.8%
69 SPY STATE STREET SPDR S&P 500 ETF Financial Services 774.0 $578K 0.17% $746.77 +3.0%
70 SCHD SCHWAB US DIVIDEND EQUITY ETF 17,888.0 $567K 0.16% +315.0 +1.8% $31.71 +10.1%
71 VUG VANGUARD GROWTH ETF 6,498.0 $560K 0.16% +5K +372.9% $86.14 +2.8%
72 V VISA INC COM CL A Financial Services 1,585.0 $544K 0.16% +56.0 +3.7% $343.01 +11.3%
73 MCD MCDONALDS CORP COM Consumer Cyclical 1,996.0 $540K 0.15% -420.0 -17.4% $270.31 -2.0%
74 EXXONMOBIL HOLDINGS CORP COM SHS 3,920.0 $536K 0.15% NEW $136.72
75 NUE NUCOR CORP COM Basic Materials 2,397.0 $534K 0.15% +16.0 +0.7% $222.75 +12.5%
76 QQQM INVESCO NASDAQ 100 ETF 1,754.0 $531K 0.15% -578.0 -24.8% $302.97 -2.6%
77 WELL WELLTOWER INC COM Real Estate 2,326.0 $528K 0.15% +19.0 +0.8% $226.97 +4.9%
78 PHM PULTE GROUP INC COM Consumer Cyclical 3,502.0 $481K 0.14% -200.0 -5.4% $137.21 -6.3%
79 GOOGL ALPHABET INC CAP STK CL A Communication Services 1,337.0 $478K 0.14% +175.0 +15.1% $357.50 -3.1%
80 INTC INTEL CORP COM Technology 3,381.0 $472K 0.14% NEW $139.63 -35.9%
Page 4 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%