Planning Strategies Inc.
Planning Strategies Inc. is an Investment Adviser institutional filer with the SEC under CIK 2139665, reporting 1,156 portfolio positions, with 2 historical 13F filings on file. Most recent reporting period: 2026-09-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: PA
- Filing type: 13F-HR
- Latest reporting period: 2026-09-30
- Last filed: 2026-10-02
Top 10 portfolio positions
The largest reported holdings in Planning Strategies Inc.'s most recent 13F filing, ranked by reported market value.
- VANGUARD RUSSELL 1000 GROWTH ETF (VONG)
- FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI)
- ISHARES CORE DIVIDEND GROWTH ETF (DGRO)
- ISHARES MSCI INTL QUALITY FACTOR ETF (IQLT)
- T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF (TCAF)
- VANGUARD S&P 500 ETF (VOO)
- INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL)
- VANGUARD SHORT-TERM CORPORATE BOND ETF (VCSH)
- PACER US CASH COWS 100 ETF (COWZ)
- NVIDIA CORPORATION COM (NVDA)
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