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Portfolio (Quarterly) Guide ↗

Planning Project LLC

· CIK 0002052480
13F Portfolio $398M AUM 144 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 144 New
Page 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWM ISHARES RUSSELL 2000 232.0 $57K 0.01% NEW $246.18 +20.5%
62 SHV ISHARES 0 1 YEAR 490.0 $54K 0.01% NEW $110.15 +0.1%
63 SLB SLB LIMITED F Energy 1,403.0 $54K 0.01% NEW $38.38 +21.4%
64 TT TRANE TECHNOLOGIES PLC F Industrials 137.0 $53K 0.01% NEW $389.20 +24.1%
65 ETN EATON CORP PLC F Industrials 163.0 $52K 0.01% NEW $318.51 +27.0%
66 CB CHUBB LTD F Financial Services 166.0 $52K 0.01% NEW $312.28 +7.3%
67 VGT VANGUARD INFORMATION 68.0 $51K 0.01% NEW $754.43 -84.7%
68 FNDX SCHWAB FUNDMNTL US LARGE 1,842.0 $50K 0.01% NEW $27.21 +13.4%
69 VBR VANGUARD SMALL CAP VALUE 237.0 $50K 0.01% NEW $211.36 +13.8%
70 SPLV INVESCO S&P 500 LOW 650.0 $46K 0.01% NEW $71.46 +4.5%
71 DFAE DIMENSIONAL EMERG CORE 1,344.0 $44K 0.01% NEW $32.57 +21.5%
72 VWO VANGUARD FTSE EMERGING 814.0 $44K 0.01% NEW $53.77 +9.7%
73 RCL ROYAL CARIBBEAN GROU F Consumer Cyclical 150.0 $42K 0.01% NEW $279.62 +14.8%
74 DVYE ISHARES EMERGING MARKETS 1,216.0 $38K 0.01% NEW $31.16 +3.5%
75 FUTY FIDELITY MSCI UTILITIES 655.0 $36K 0.01% NEW $55.22 +6.4%
76 DEM WISDOMTREE EMRG MRKT HG 772.0 $36K 0.01% NEW $46.71 +16.3%
77 NXPI NXP SEMICONDUCTORS N V F Technology 158.0 $34K 0.01% NEW $217.06 +35.5%
78 VXF VANGUARD EXTENDED MARKET 164.0 $34K 0.01% NEW $208.86 +14.5%
79 IJK ISHARES S&P MID CAP 400 343.0 $33K 0.01% NEW $97.00 +18.5%
80 MDT MEDTRONIC PLC F Healthcare 340.0 $33K 0.01% NEW $96.06 -16.6%
Page 4 of 8  ·  144 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
Basic Materials 68.5%
Financial Services 25.4%
Energy 2.2%
Industrials 1.2%
Real Estate 0.9%
Technology 0.7%
Consumer Cyclical 0.5%
Healthcare 0.4%