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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 5 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FENY FIDELITY MSCI ENERGY 1,272.0 $32K 0.01% NEW $24.77 +19.3%
82 TOTALENERGIES F 471.0 $31K 0.01% NEW $65.42
83 SPG SIMON PPTY GROUP INC NEW Real Estate 160.0 $30K 0.01% NEW $184.72 +18.7%
84 XLF STE STRT FINCL SLCT 495.0 $27K 0.01% NEW $54.78 -2.0%
85 VGK VANGUARD FTSE EUROPE 300.0 $25K 0.01% NEW $83.61 +3.8%
86 DIHP DIMENSIONAL INTERN HIGH 784.0 $25K 0.01% NEW $31.66 +5.6%
87 TEL TE CONNECTIVITY PLC F Technology 101.0 $23K 0.01% NEW $228.18 -12.8%
88 DFGR DIMENSIONL GLOBAL REAL 783.0 $21K 0.01% NEW $26.42 +9.7%
89 PFF ISHARES PREFERRED INCOME 645.0 $20K 0.01% NEW $30.97 -1.2%
90 FNDA SCHWAB FUNDAMNTL US SML 562.0 $18K 0.00% NEW $31.51 +17.4%
91 IJT ISHARES S&P SMLL CAP 600 125.0 $18K 0.00% NEW $140.98 +22.6%
92 FIDELITY MSCI HEALTH 226.0 $17K 0.00% NEW $74.28
93 XLI STATE STRT INDSTL SLCT 105.0 $16K 0.00% NEW $155.79 +15.3%
94 IUSG ISHARES CORE S&P US 92.0 $15K 0.00% NEW $168.15 +8.5%
95 FMAT FIDELITY MSCI MATERIALS 277.0 $15K 0.00% NEW $53.11 +10.4%
96 IJS ISHARES S&P SMALL CAP 125.0 $14K 0.00% NEW $113.50 +17.7%
97 PSA PUBLIC STORAGE Real Estate 49.0 $13K 0.00% NEW $259.51 +21.1%
98 VOT VANGUARD MID CAP GROWTH 45.0 $12K 0.00% NEW $276.04 +8.8%
99 GSLC GOLDMAN SACHS ACTVBETA 91.0 $12K 0.00% NEW $133.02 +4.8%
100 O REALTY INCOME CORP Real Estate 211.0 $12K 0.00% NEW $56.37 +9.7%
Page 5 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%