Planned Solutions, Inc. - Q12026 Holdings

Planned Solutions, Inc. holds 138 stocks with a total portfolio value of $ 305.57M as of Q12026. In Q12026, Planned Solutions, Inc. added 8 new positions, increased stakes in 32 stocks, reduced 45 holdings, and fully exited 8 positions. The largest holding is Ishares Core S&P Total U.S. Stock Market Etf (ITOT), representing 10.62% of the total portfolio.