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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 6 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VOE VANGUARD MID CAP VALUE 66.0 $12K 0.00% NEW $178.32 +11.2%
102 YANGARRA RES LTD F 13,715.0 $11K 0.00% NEW $0.79
103 PLD PROLOGIS INC Real Estate 84.0 $11K 0.00% NEW $128.10 +10.0%
104 SCHB SCHWAB US BROAD MARKET 366.0 $10K 0.00% NEW $26.24 +8.2%
105 GSIE GOLDMAN SACHS ACTVBT 215.0 $9K 0.00% NEW $43.00 +4.7%
106 AON AON PLC F Financial Services 24.0 $8K 0.00% NEW $352.88 -7.8%
107 SCHV SCHWAB US LARGE CAP 285.0 $8K 0.00% NEW $29.64 +15.8%
108 EFV ISHARES MSCI EAFE VALUE 110.0 $8K 0.00% NEW $71.65 +5.7%
109 TFI STAT STRT SPDR NVN ICE 171.0 $8K 0.00% NEW $45.66 +0.1%
110 MDY SPDR S&P MIDCAP 400 ETF Financial Services 12.0 $7K 0.00% NEW $603.25 +14.6%
111 WELL WELLTOWER INC Real Estate 37.0 $7K 0.00% NEW $186.38 +18.9%
112 SLYG ST STRT SPDR S&P 600 S C 71.0 $7K 0.00% NEW $94.07 +22.5%
113 SCZ ISHARES MSCI EAFE SMALL 79.0 $6K 0.00% NEW $77.53 +5.9%
114 ARKK ARK INNOVATION ETF 75.0 $6K 0.00% NEW $76.92 -0.3%
115 IWS ISHARES RUSSELL MID CAP 41.0 $6K 0.00% NEW $139.61 +16.9%
116 ACN ACCENTURE PLC IRELAND F Technology 19.0 $5K 0.00% NEW $268.32 -51.9%
117 IWN ISHARES RUSSELL 2000 28.0 $5K 0.00% NEW $181.68 +20.3%
118 IUSB ISHARES CORE UNIVERSAL 105.0 $5K 0.00% NEW $46.34 -0.2%
119 EQIX EQUINIX INC Real Estate 6.0 $5K 0.00% NEW $807.67 +35.6%
120 KBS REAL ESTATE INVESTME 1,634.0 $4K 0.00% NEW $2.70
Page 6 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%