Investor
Planned Solutions, Inc.
CIK 0001831332 · filed 2026-04-09 · SEC filing
13F book
$305.6M
Positions
138
8 new · 8 sold
Largest name
10.6%
Ishares Tr
Est. mark
−$7.76M
Price effect on 130 names still held. Flow $1.44M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 227.9K | $32.5M | 10.6% | −$1.35M | Added$288.4K |
| Schwab Strategic Tr | — | 1.04M | $29.1M | 9.5% | $667.8K | Cut$493.4K |
| Vaneck Etf Trust | — | 291.5K | $28.2M | 9.2% | −$2M | Cut−$2.03M |
| J P Morgan Exchange Traded F | — | 533.1K | $24.6M | 8.0% | −$114.3K | Added$510.8K |
| Ishares Tr | — | 240.8K | $15.4M | 5.0% | −$971.6K | Added−$615.1K |
| Ishares Tr | — | 131.5K | $14.9M | 4.9% | −$1.3M | Added−$878.4K |
| Invesco Qqq Tr | — | 21.4K | $12.4M | 4.0% | −$795K | Cut−$1.05M |
| Ishares Tr | — | 133.7K | $12.1M | 4.0% | $137.5K | Added$610.4K |
| American Centy Etf Tr | — | 77.8K | $8.59M | 2.8% | $650.7K | Added$776.5K |
| J P Morgan Exchange Traded F | — | 144.4K | $7.06M | 2.3% | −$31.8K | Cut−$81.1K |
| J P Morgan Exchange Traded F | — | 109.9K | $7.02M | 2.3% | −$276.8K | Added−$274.8K |
| Pimco Etf Tr | — | 68.6K | $6.9M | 2.3% | $15.5K | Added$118.5K |
| Blackrock Etf Trust Ii | — | 177.3K | $5.68M | 1.9% | −$182.6K | Cut−$347.4K |
| Vanguard Bd Index Fds | — | 68.3K | $5.27M | 1.7% | −$44.6K | Added$308.5K |
| Apple Inc. | AAPL | 19.8K | $5.02M | 1.6% | −$357K | Cut−$1.02M |
| Vanguard Instl Index Fd | — | 64.9K | $4.91M | 1.6% | $14.3K | Cut−$29.3K |
| Ishares 0-3 Month | — | 44.5K | $4.48M | 1.5% | $8.11K | Added$1.57M |
| Return Stacked Us Stk | — | 123K | $3.48M | 1.1% | −$8.61K | Cut−$59.1K |
| Nvidia Corp | NVDA | 19.5K | $3.4M | 1.1% | −$236.2K | Cut−$1.18M |
| Schwab Strategic Tr | — | 128.2K | $3.22M | 1.1% | −$140.8K | Added−$50.8K |
| Ab Active Etfs Inc | — | 106.1K | $2.65M | 0.9% | −$13.4K | Added$9.39K |
| Elastic N.V. | ESTC | 44.9K | $2.24M | 0.7% | −$1.14M | Held |
| Illinois Tool Wks Inc | — | 8.11K | $2.11M | 0.7% | $113.4K | Held |
| Microsoft Corp | MSFT | 5.35K | $1.98M | 0.6% | −$607.3K | Cut−$745.1K |
| Eli Lilly & Co | LLY | 1.86K | $1.71M | 0.6% | −$288.1K | Cut−$536.4K |
| Schwab Strategic Tr | — | 63.8K | $1.58M | 0.5% | $44.8K | Added$62.6K |
| Ishares Tr | — | 6.24K | $1.55M | 0.5% | $11.3K | Added$13.8K |
| Ishares Tr | — | 9.73K | $1.47M | 0.5% | $99.7K | Added$101.2K |
| Alphabet Inc | — | 4.84K | $1.39M | 0.5% | −$130.2K | Cut−$440.9K |
| Invesco Exchange Traded Fd T | — | 12.8K | $1.37M | 0.4% | −$79.7K | Cut−$84K |
| Schwab Strategic Tr | — | 46.5K | $1.35M | 0.4% | $27.9K | Cut$27.4K |
| Ishares Tr | — | 5.11K | $1.23M | 0.4% | −$52.9K | Added−$52.6K |
| Ishares Tr | — | 1.88K | $1.22M | 0.4% | −$59.6K | Added−$58.9K |
| Meta Platforms, Inc. | META | 2.03K | $1.16M | 0.4% | −$177.2K | Added−$165.7K |
| Goldman Sachs Etf Tr | — | 21.8K | $1.1M | 0.4% | −$3.86K | Added$308K |
| Ishares Tr | — | 16.5K | $1.09M | 0.4% | −$54.9K | Added−$26.7K |
| Johnson & Johnson | JNJ | 4.1K | $1M | 0.3% | $153.7K | Cut$129.7K |
| Ishares Inc | — | 38.2K | $1M | 0.3% | $103.1K | Cut$102.2K |
| Caterpillar Inc | CAT | 1.36K | $964.9K | 0.3% | $184.7K | Cut$39.7K |
| International Business Machs | — | 3.78K | $917K | 0.3% | −$203.6K | Cut−$233.2K |
| Berkshire Hathaway Inc Del | — | 1.9K | $911.4K | 0.3% | −$44.6K | Held |
| Ishares Tr | — | 19.8K | $844.7K | 0.3% | $61.6K | Added$62.4K |
| Merck & Co., Inc. | MRK | 6.73K | $809.1K | 0.3% | $99.7K | Added$110.6K |
| Jpmorgan Chase & Co. | — | 2.73K | $803.9K | 0.3% | −$76.7K | Held |
| Ishares Tr | — | 17.9K | $792.9K | 0.3% | −$3.71K | Cut−$4.65K |
| Mcdonalds Corp | MCD | 2.42K | $750.9K | 0.2% | $12.5K | Cut−$43.8K |
| Ishares Tr | — | 11.1K | $746.3K | 0.2% | $16.8K | Added$18.1K |
| Ishares Tr | — | 6.71K | $740.2K | 0.2% | $3.02K | Held |
| Netflix Inc | NFLX | 7.5K | $721.3K | 0.2% | $17.9K | Cut−$23.1K |
| Chevron Corp New | CVX | 3.44K | $711.3K | 0.2% | $187.3K | Cut$181.2K |
| Vanguard Index Fds | — | 3.59K | $704.8K | 0.2% | $18.7K | Cut$9.93K |
| Ishares Tr | — | 6.78K | $673K | 0.2% | −$4.05K | Added−$1.18K |
| Arista Networks, Inc. | ANET | 5.44K | $667.4K | 0.2% | −$44.8K | Held |
| Exxon Mobil Corp | — | 3.9K | $662.5K | 0.2% | $192.6K | Cut$146.6K |
| Walmart Inc. | WMT | 5.29K | $656.8K | 0.2% | $68K | Cut$27.1K |
| Procter And Gamble Co | PG | 4.37K | $631.5K | 0.2% | $4.98K | Cut−$23.3K |
| Costco Whsl Corp New | — | 629 | $626.8K | 0.2% | $84.3K | Cut$2.42K |
| Schwab Strategic Tr | — | 25.5K | $618K | 0.2% | −$2.55K | Cut−$8.18K |
| Vanguard Growth Etf | — | 1.37K | $600.2K | 0.2% | −$70.2K | Cut−$81.4K |
| Vanguard Specialized Funds | — | 2.65K | $569.4K | 0.2% | −$12.3K | Added−$10.6K |
| Cisco Sys Inc | — | 7.32K | $567.9K | 0.2% | $4.07K | Cut−$48.5K |
| Invesco Exch Traded Fd Tr Ii | — | 2.33K | $554.1K | 0.2% | −$35.7K | Held |
| Applied Matls Inc | — | 1.6K | $546.2K | 0.2% | $135K | Added$137.1K |
| Bank America Corp | — | 11.2K | $544.1K | 0.2% | −$69.8K | Cut−$78.4K |
| Schwab Strategic Tr | — | 17.6K | $539.1K | 0.2% | $57.1K | Cut$56.9K |
| Micron Technology Inc | MU | 1.59K | $536.8K | 0.2% | $79.6K | Added$103.6K |
| Goldman Sachs Group Inc | — | 600 | $507.6K | 0.2% | −$19.8K | Held |
| Spdr S&P 500 Etf Tr | — | 774 | $503.4K | 0.2% | −$24.4K | Held |
| Cf Inds Hldgs Inc | — | 3.69K | $478.9K | 0.2% | $193.6K | Held |
| Vaneck Etf Trust | — | 14K | $478.4K | 0.2% | −$35.4K | Held |
| Vanguard Tax-Managed Fds | — | 7.25K | $464.9K | 0.2% | $11.7K | Cut−$242.8K |
| Visa Inc. | V | 1.53K | $462K | 0.2% | −$74.1K | Cut−$98.3K |
| Axon Enterprise, Inc. | AXON | 1.08K | $458.7K | 0.1% | −$154.7K | Held |
| Welltower Inc. | WELL | 2.31K | $456.1K | 0.1% | $27.9K | Held |
| Amazon Com Inc | AMZN | 2.1K | $437.6K | 0.1% | −$46.2K | Added−$35.1K |
| Pulte Group Inc | — | 3.7K | $435.4K | 0.1% | $1.29K | Held |
| Ishares Tr | — | 3.94K | $429.6K | 0.1% | −$4.73K | Held |
| Janus Detroit Str Tr | — | 8.49K | $427.7K | 0.1% | −$1.64K | Added$34.1K |
| Nucor Corp | NUE | 2.38K | $402.6K | 0.1% | $14.3K | Held |
| Gilead Sciences, Inc. | GILD | 2.71K | $377.4K | 0.1% | $45K | Cut$22.9K |
| Chubb Limited | — | 1.13K | $368.3K | 0.1% | $15.6K | Held |
| Lam Research Corp | LRCX | 1.72K | $367.5K | 0.1% | $73.1K | Held |
| Shell Plc | — | 3.88K | $361.1K | 0.1% | $75.8K | Held |
| Invesco Exchange Traded Fd T | — | 3.36K | $360.7K | 0.1% | $13.5K | Held |
| Tesla, Inc. | TSLA | 970 | $360.6K | 0.1% | −$75.6K | Cut−$80.1K |
| Amgen Inc | AMGN | 1.02K | $359.6K | 0.1% | $25.1K | Cut−$75.1K |
| Snap-on Inc | SNA | 990 | $359.6K | 0.1% | $18.4K | Held |
| Garmin Ltd | GRMN | 1.53K | $355.9K | 0.1% | $44.7K | Held |
| Agnico Eagle Mines Ltd | AEM | 1.69K | $342.6K | 0.1% | $56.5K | Held |
| Vanguard Intl Equity Index F | — | 4.49K | $337.3K | 0.1% | $6.92K | Held |
| Alphabet Inc | — | 1.16K | $334.3K | 0.1% | −$29.5K | Cut−$335.3K |
| Ishares Tr | — | 2.11K | $333.7K | 0.1% | −$15.5K | Held |
| D R Horton Inc | — | 2.41K | $331.2K | 0.1% | −$16.4K | Held |
| Cincinnati Finl Corp | — | 2.1K | $331.2K | 0.1% | −$12.6K | Held |
| Ventas, Inc. | VTR | 3.98K | $325.2K | 0.1% | $17.5K | Held |
| Edison Intl | — | 4.44K | $324.9K | 0.1% | $58.4K | Held |
| Verizon Communications Inc | VZ | 6.39K | $320.8K | 0.1% | $60.5K | Held |
| Hershey Co | HSY | 1.54K | $319.7K | 0.1% | $39.8K | Held |
| Ssga Active Etf Tr | — | 7.84K | $314.7K | 0.1% | −$8.78K | Added−$6.25K |
| Cal-Maine Foods Inc | CALM | 3.88K | $306.9K | 0.1% | −$1.63K | Held |
| Wells Fargo Co New | — | 3.67K | $292.6K | 0.1% | −$49.9K | Cut−$178.8K |
| Intuit Inc. | INTU | 672 | $290.6K | 0.1% | −$154.6K | Held |
| Mckesson Corp | MCK | 330 | $285.6K | 0.1% | $14.9K | Cut−$94.2K |
| Taiwan Semiconductor Mfg Ltd | — | 843 | $284.9K | 0.1% | $28.7K | Held |
| Texas Instrs Inc | — | 1.46K | $283.4K | 0.1% | $30.1K | Held |
| Steel Dynamics Inc | STLD | 1.56K | $281.5K | 0.1% | $16.5K | Held |
| Schwab Strategic Tr | — | 8.47K | $279.1K | 0.1% | $1.68K | Added$4.05K |
| Totalenergies Se | TTE | 2.99K | $272.4K | 0.1% | — | New |
| Ishares Tr | — | 1.27K | $267.5K | 0.1% | −$1.17K | Held |
| Public Storage Oper Co | — | 956 | $259K | 0.1% | $10.9K | Cut−$15.8K |
| At&T Inc | — | 8.91K | $258.3K | 0.1% | $37K | Cut$29.8K |
| Myr Group Inc Del | MYRG | 900 | $254.1K | 0.1% | — | New |
| Fastenal Co | FAST | 5.44K | $252.6K | 0.1% | $34.1K | Held |
| Synchrony Financial | — | 3.69K | $251K | 0.1% | −$56.9K | Held |
| Ishares Tr | — | 2.55K | $248.1K | 0.1% | $2.81K | Held |
| Hartford Insurance Group Inc | — | 1.83K | $247.5K | 0.1% | −$4.7K | Held |
| Ishares Tr | — | 1.3K | $246.8K | 0.1% | $10.9K | Held |
| Duke Energy Corp New | — | 1.88K | $246K | 0.1% | $25.8K | Held |
| Pnc Finl Svcs Group Inc | — | 1.18K | $245.8K | 0.1% | −$756 | Held |
| Vanguard World Fd | — | 895 | $243.7K | 0.1% | −$13.9K | Held |
| Regions Financial Corp New | — | 9.29K | $242.5K | 0.1% | −$9.1K | Held |
| Vanguard World Fd | — | 347 | $242K | 0.1% | −$19.4K | Cut−$24.7K |
| Conocophillips | COP | 1.83K | $241K | 0.1% | — | New |
| Evercore Inc. | EVR | 800 | $238.8K | 0.1% | −$33.4K | Held |
| Capital Group Growth Etf | — | 5.86K | $235.4K | 0.1% | −$24.7K | Added−$21.2K |
| Victory Cap Hldgs Inc | — | 3.55K | $232.2K | 0.1% | $8.47K | Held |
| Packaging Corp Amer | — | 1.09K | $230.9K | 0.1% | $6.52K | Held |
| Perdoceo Ed Corp | — | 6.13K | $228.3K | 0.1% | — | New |
| Cboe Global Mkts Inc | — | 760 | $213.6K | 0.1% | — | New |
| Qualcomm Inc | — | 1.66K | $213.1K | 0.1% | −$70K | Cut−$188.5K |
| Spdr Gold Tr | — | 488 | $210K | 0.1% | — | New |
| Morgan Stanley | — | 1.26K | $206.9K | 0.1% | −$16.3K | Held |
| Mastercard Inc | MA | 414 | $206.9K | 0.1% | −$29.5K | Held |
| Abbott Labs | ABT | 2K | $205.8K | 0.1% | −$45.3K | Cut−$216.2K |
| Vanguard Index Fds | — | 793 | $204.1K | 0.1% | −$17.3K | Held |
| Citizens Finl Group Inc | — | 3.35K | $201.1K | 0.1% | — | New |
| Paccar Inc | PCAR | 1.74K | $200.6K | 0.1% | — | New |
| Banco Santander Sa | — | 10.9K | $123.2K | 0.0% | −$4.92K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.