Planned Solutions, Inc. - Q32026 Holdings

Planned Solutions, Inc. holds 155 stocks with a total portfolio value of $ 365.12M as of Q32026. In Q32026, Planned Solutions, Inc. added 9 new positions, increased stakes in 29 stocks, reduced 48 holdings, and fully exited 8 positions. The largest holding is Ishares Core S&P Total U.S. Stock Market Etf (ITOT), representing 9.95% of the total portfolio.