Investor
Planned Solutions, Inc.
CIK 0001831332 · filed 2026-01-28 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 216.4K | $32.2M | 10.3% | — | Held |
| Vaneck Etf Trust | — | 291.7K | $30.2M | 9.7% | — | Held |
| Schwab Strategic Tr | — | 1.05M | $28.6M | 9.2% | — | Held |
| J P Morgan Exchange Traded F | — | 519.5K | $24M | 7.7% | — | Held |
| Ishares Tr | — | 235.3K | $16M | 5.1% | — | Held |
| Ishares Tr | — | 127.8K | $15.8M | 5.1% | — | Held |
| Invesco Qqq Tr | — | 21.8K | $13.4M | 4.3% | — | Held |
| Ishares Tr | — | 128.5K | $11.5M | 3.7% | — | Held |
| American Centy Etf Tr | — | 76.6K | $7.82M | 2.5% | — | Held |
| J P Morgan Exchange Traded F | — | 109.9K | $7.3M | 2.3% | — | Held |
| J P Morgan Exchange Traded F | — | 145.4K | $7.14M | 2.3% | — | Held |
| Pimco Etf Tr | — | 67.5K | $6.78M | 2.2% | — | Held |
| Apple Inc. | AAPL | 22.2K | $6.04M | 1.9% | — | Held |
| Blackrock Etf Trust Ii | — | 182.3K | $6.03M | 1.9% | — | Held |
| Vanguard Bd Index Fds | — | 63.8K | $4.97M | 1.6% | — | Held |
| Vanguard Instl Index Fd | — | 65.5K | $4.94M | 1.6% | — | Held |
| Nvidia Corp | NVDA | 24.6K | $4.58M | 1.5% | — | Held |
| Return Stacked Us Stk | — | 124.8K | $3.54M | 1.1% | — | Held |
| Elastic N.V. | ESTC | 44.9K | $3.38M | 1.1% | — | Held |
| Schwab Strategic Tr | — | 124.6K | $3.27M | 1.0% | — | Held |
| Ishares 0-3 Month | — | 29.1K | $2.92M | 0.9% | — | Held |
| Microsoft Corp | MSFT | 5.64K | $2.73M | 0.9% | — | Held |
| Ab Active Etfs Inc | — | 105.2K | $2.64M | 0.8% | — | Held |
| Eli Lilly & Co | LLY | 2.09K | $2.25M | 0.7% | — | Held |
| Illinois Tool Wks Inc | — | 8.11K | $2M | 0.6% | — | Held |
| Alphabet Inc | — | 5.83K | $1.83M | 0.6% | — | Held |
| Ishares Tr | — | 6.23K | $1.53M | 0.5% | — | Held |
| Schwab Strategic Tr | — | 63K | $1.52M | 0.5% | — | Held |
| Invesco Exchange Traded Fd T | — | 12.8K | $1.46M | 0.5% | — | Held |
| Ishares Tr | — | 9.72K | $1.37M | 0.4% | — | Held |
| Meta Platforms, Inc. | META | 2.01K | $1.33M | 0.4% | — | Held |
| Schwab Strategic Tr | — | 46.5K | $1.32M | 0.4% | — | Held |
| Ishares Tr | — | 1.87K | $1.28M | 0.4% | — | Held |
| Ishares Tr | — | 5.11K | $1.28M | 0.4% | — | Held |
| International Business Machs | — | 3.88K | $1.15M | 0.4% | — | Held |
| Ishares Tr | — | 16K | $1.11M | 0.4% | — | Held |
| Berkshire Hathaway Inc Del | — | 1.9K | $956K | 0.3% | — | Held |
| Caterpillar Inc | CAT | 1.61K | $925.2K | 0.3% | — | Held |
| Ishares Inc | — | 38.2K | $899.1K | 0.3% | — | Held |
| Jpmorgan Chase & Co. | — | 2.73K | $880.6K | 0.3% | — | Held |
| Johnson & Johnson | JNJ | 4.21K | $872.2K | 0.3% | — | Held |
| Ishares Tr | — | 17.9K | $797.5K | 0.3% | — | Held |
| Goldman Sachs Etf Tr | — | 15.6K | $795.3K | 0.3% | — | Held |
| Mcdonalds Corp | MCD | 2.6K | $794.6K | 0.3% | — | Held |
| Ishares Tr | — | 19.8K | $782.4K | 0.3% | — | Held |
| Netflix Inc | NFLX | 7.94K | $744.5K | 0.2% | — | Held |
| Ishares Tr | — | 6.71K | $737.2K | 0.2% | — | Held |
| Ishares Tr | — | 11K | $728.2K | 0.2% | — | Held |
| Arista Networks, Inc. | ANET | 5.44K | $712.3K | 0.2% | — | Held |
| Vanguard Tax-Managed Fds | — | 11.3K | $707.7K | 0.2% | — | Held |
| Merck & Co., Inc. | MRK | 6.64K | $698.5K | 0.2% | — | Held |
| Vanguard Index Fds | — | 3.64K | $694.8K | 0.2% | — | Held |
| Vanguard Growth Etf | — | 1.4K | $681.5K | 0.2% | — | Held |
| Ishares Tr | — | 6.75K | $674.2K | 0.2% | — | Held |
| Alphabet Inc | — | 2.14K | $669.6K | 0.2% | — | Held |
| Procter And Gamble Co | PG | 4.57K | $654.7K | 0.2% | — | Held |
| Walmart Inc. | WMT | 5.65K | $629.7K | 0.2% | — | Held |
| Schwab Strategic Tr | — | 25.7K | $626.2K | 0.2% | — | Held |
| Costco Whsl Corp New | — | 724 | $624.3K | 0.2% | — | Held |
| Bank America Corp | — | 11.3K | $622.5K | 0.2% | — | Held |
| Cisco Sys Inc | — | 8K | $616.3K | 0.2% | — | Held |
| Axon Enterprise, Inc. | AXON | 1.08K | $613.4K | 0.2% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 2.33K | $589.8K | 0.2% | — | Held |
| Vanguard Specialized Funds | — | 2.64K | $580K | 0.2% | — | Held |
| Visa Inc. | V | 1.6K | $560.3K | 0.2% | — | Held |
| Chevron Corp New | CVX | 3.48K | $530.1K | 0.2% | — | Held |
| Spdr S&P 500 Etf Tr | — | 774 | $527.8K | 0.2% | — | Held |
| Goldman Sachs Group Inc | — | 600 | $527.4K | 0.2% | — | Held |
| Exxon Mobil Corp | — | 4.29K | $515.9K | 0.2% | — | Held |
| Vaneck Etf Trust | — | 14K | $513.8K | 0.2% | — | Held |
| Schwab Strategic Tr | — | 17.6K | $482.3K | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 2.05K | $472.7K | 0.2% | — | Held |
| Wells Fargo Co New | — | 5.06K | $471.4K | 0.2% | — | Held |
| Intuit Inc. | INTU | 672 | $445.1K | 0.1% | — | Held |
| Tesla, Inc. | TSLA | 980 | $440.7K | 0.1% | — | Held |
| Amgen Inc | AMGN | 1.33K | $434.7K | 0.1% | — | Held |
| Ishares Tr | — | 3.94K | $434.4K | 0.1% | — | Held |
| Pulte Group Inc | — | 3.7K | $434.1K | 0.1% | — | Held |
| Micron Technology Inc | MU | 1.52K | $433.3K | 0.1% | — | Held |
| Welltower Inc. | WELL | 2.31K | $428.2K | 0.1% | — | Held |
| Abbott Labs | ABT | 3.37K | $422K | 0.1% | — | Held |
| Applied Matls Inc | — | 1.59K | $409.1K | 0.1% | — | Held |
| Qualcomm Inc | — | 2.35K | $401.6K | 0.1% | — | Held |
| Janus Detroit Str Tr | — | 7.78K | $393.7K | 0.1% | — | Held |
| Nucor Corp | NUE | 2.38K | $388.4K | 0.1% | — | Held |
| Mckesson Corp | MCK | 463 | $379.8K | 0.1% | — | Held |
| Gilead Sciences, Inc. | GILD | 2.89K | $354.5K | 0.1% | — | Held |
| Chubb Limited | — | 1.13K | $352.7K | 0.1% | — | Held |
| Ishares Tr | — | 2.11K | $349.2K | 0.1% | — | Held |
| D R Horton Inc | — | 2.41K | $347.7K | 0.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 3.36K | $347.2K | 0.1% | — | Held |
| Cincinnati Finl Corp | — | 2.1K | $343.8K | 0.1% | — | Held |
| Snap-on Inc | SNA | 990 | $341.2K | 0.1% | — | Held |
| Vanguard Intl Equity Index F | — | 4.49K | $330.4K | 0.1% | — | Held |
| Ssga Active Etf Tr | — | 7.78K | $320.9K | 0.1% | — | Held |
| Garmin Ltd | GRMN | 1.53K | $311.2K | 0.1% | — | Held |
| Cal-Maine Foods Inc | CALM | 3.88K | $308.5K | 0.1% | — | Held |
| Synchrony Financial | — | 3.69K | $307.9K | 0.1% | — | Held |
| Ventas, Inc. | VTR | 3.98K | $307.7K | 0.1% | — | Held |
| Lam Research Corp | LRCX | 1.72K | $294.4K | 0.1% | — | Held |
| Agnico Eagle Mines Ltd | AEM | 1.69K | $286.2K | 0.1% | — | Held |
| Shell Plc | — | 3.88K | $285.3K | 0.1% | — | Held |
| Cf Inds Hldgs Inc | — | 3.69K | $285.2K | 0.1% | — | Held |
| Hershey Co | HSY | 1.54K | $279.9K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 8.4K | $275K | 0.1% | — | Held |
| Public Storage Oper Co | — | 1.06K | $274.8K | 0.1% | — | Held |
| Evercore Inc. | EVR | 800 | $272.2K | 0.1% | — | Held |
| Ishares Tr | — | 1.27K | $268.7K | 0.1% | — | Held |
| Vanguard World Fd | — | 354 | $266.7K | 0.1% | — | Held |
| Edison Intl | — | 4.44K | $266.5K | 0.1% | — | Held |
| Steel Dynamics Inc | STLD | 1.56K | $265K | 0.1% | — | Held |
| Verizon Communications Inc | VZ | 6.39K | $260.3K | 0.1% | — | Held |
| Vanguard World Fd | — | 895 | $257.6K | 0.1% | — | Held |
| Capital Group Growth Etf | — | 5.77K | $256.6K | 0.1% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 843 | $256.2K | 0.1% | — | Held |
| Texas Instrs Inc | — | 1.46K | $253.3K | 0.1% | — | Held |
| Hartford Insurance Group Inc | — | 1.83K | $252.2K | 0.1% | — | Held |
| Regions Financial Corp New | — | 9.29K | $251.6K | 0.1% | — | Held |
| Pnc Finl Svcs Group Inc | — | 1.18K | $246.5K | 0.1% | — | Held |
| Ishares Tr | — | 2.55K | $245.3K | 0.1% | — | Held |
| Mastercard Inc | MA | 414 | $236.3K | 0.1% | — | Held |
| Ishares Tr | — | 1.3K | $235.9K | 0.1% | — | Held |
| At&T Inc | — | 9.2K | $228.5K | 0.1% | — | Held |
| Oracle Corp | — | 1.16K | $225.1K | 0.1% | — | Held |
| Packaging Corp Amer | — | 1.09K | $224.4K | 0.1% | — | Held |
| Victory Cap Hldgs Inc | — | 3.55K | $223.7K | 0.1% | — | Held |
| Thermo Fisher Scientific Inc. | TMO | 386 | $223.7K | 0.1% | — | Held |
| Morgan Stanley | — | 1.26K | $223.2K | 0.1% | — | Held |
| Vanguard Index Fds | — | 793 | $221.4K | 0.1% | — | Held |
| Duke Energy Corp New | — | 1.88K | $220.2K | 0.1% | — | Held |
| Fastenal Co | FAST | 5.44K | $218.5K | 0.1% | — | Held |
| Sanofi Sa | — | 4.46K | $216.2K | 0.1% | — | Held |
| Cadence Design System Inc | — | 685 | $214.1K | 0.1% | — | Held |
| Intel Corp | INTC | 5.8K | $213.9K | 0.1% | — | Held |
| Capital One Finl Corp | — | 854 | $207K | 0.1% | — | Held |
| Ge Aerospace | — | 657 | $202.4K | 0.1% | — | Held |
| Fs Kkr Cap Corp | — | 13K | $192.1K | 0.1% | — | Held |
| Banco Santander Sa | — | 10.9K | $128.2K | 0.0% | — | Held |
Positions as of Q4 2025. 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.