Planned Solutions, Inc. - Q42025 Holdings

Planned Solutions, Inc. holds 138 stocks with a total portfolio value of $ 311.75M as of Q42025. In Q42025, Planned Solutions, Inc. added 8 new positions, increased stakes in 65 stocks, reduced 27 holdings, and fully exited 7 positions. The largest holding is Ishares Core S&P Total U.S. Stock Market Etf (ITOT), representing 10.32% of the total portfolio.