Planned Solutions, Inc. Top Holdings and 13F Report (2025) About Planned Solutions, Inc.Investment ActivityPlanned Solutions, Inc. has $262.86 million in total holdings as of June 30, 2025.Planned Solutions, Inc. owns shares of 122 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 14.88% of the portfolio was purchased this quarter.About 14.59% of the portfolio was sold this quarter.This quarter, Planned Solutions, Inc. has purchased 112 new stocks and bought additional shares in 35 stocks.Planned Solutions, Inc. sold shares of 38 stocks and completely divested from 9 stocks this quarter.Largest Holdings VanEck Morningstar Wide Moat ETF $28,501,579Schwab Fundamental U.S. Large Company ETF $26,060,204iShares Core S&P Total U.S. Stock Market ETF $22,106,445JPMorgan Income ETF $21,934,321iShares Factors US Growth Style ETF $13,659,647 Largest New Holdings this Quarter 46436E403 - iShares Factors US Growth Style ETF $13,659,647 Holding922040845 - VANGUARD 0-3 MONTH TREASURY BILL ETF $4,994,625 Holding922908736 - Vanguard Growth ETF $712,400 Holding46138G649 - Invesco NASDAQ 100 ETF $650,187 Holding38149W564 - GOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF $394,349 Holding Largest Purchases this Quarter iShares Factors US Growth Style ETF 226,228 shares (about $13.66M)iShares S&P 500 Growth ETF 91,595 shares (about $10.08M)VANGUARD 0-3 MONTH TREASURY BILL ETF 66,110 shares (about $4.99M)iShares Core S&P Total U.S. Stock Market ETF 11,874 shares (about $1.60M)Apple 6,538 shares (about $1.34M) Largest Sales this Quarter Invesco S&P 500 GARP ETF 86,974 shares (about $9.37M)Invesco QQQ 9,892 shares (about $5.46M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 52,589 shares (about $5.29M)JPMorgan U.S. Value Factor ETF 94,631 shares (about $4.19M)iShares 0-3 Month Treasury Bond ETF 36,787 shares (about $3.70M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlanned Solutions, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMOATVanEck Morningstar Wide Moat ETF$28,501,579$451,224 ▲1.6%303,88710.8%ETFFNDXSchwab Fundamental U.S. Large Company ETF$26,060,204$123,559 ▼-0.5%1,061,9489.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$22,106,445$1,603,464 ▲7.8%163,7038.4%ETFJPIEJPMorgan Income ETF$21,934,321$114,040 ▼-0.5%473,5398.3%ETFSTLGiShares Factors US Growth Style ETF$13,659,647$13,659,647 ▲New Holding226,2285.2%ManufacturingQQQInvesco QQQ$12,277,010$5,456,939 ▼-30.8%22,2554.7%FinanceIVWiShares S&P 500 Growth ETF$11,679,408$10,084,610 ▲632.3%106,0804.4%ETFIEFAiShares Core MSCI EAFE ETF$7,783,387$253,361 ▲3.4%93,2373.0%ETFJVALJPMorgan U.S. Value Factor ETF$6,751,079$4,185,522 ▼-38.3%152,6362.6%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,615,501$5,287,032 ▼-44.4%65,8032.5%ETFJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$6,612,015$398,697 ▲6.4%105,6572.5%ETFAVUVAvantis U.S. Small Cap Value ETF$6,244,065$3,140,207 ▼-33.5%68,5412.4%ETFIVVBiShares Large Cap Deep Buffer ETF$5,777,721$65,927 ▲1.2%186,3182.2%ETFVANGUARD 0-3 MONTH TREASURY BILL ETF$4,994,625$4,994,625 ▲New Holding66,1101.9%ETFBIVVanguard Intermediate-Term Bond ETF$4,932,253$14,385 ▼-0.3%63,7741.9%ETFITWIllinois Tool Works$4,474,483$741,750 ▼-14.2%18,0971.7%IndustrialsAAPLApple$3,854,306$1,341,395 ▲53.4%18,7861.5%Computer and TechnologyESTCElastic$3,783,8870.0%44,8701.4%Computer and TechnologyNVDANVIDIA$3,210,041$195,434 ▼-5.7%20,3181.2%Computer and TechnologyRETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF$3,057,182$92,697 ▲3.1%131,0971.2%ETFSCHBSchwab US Broad Market ETF$2,811,842$20,541 ▼-0.7%117,9961.1%ETFMSFTMicrosoft$2,474,422$85,548 ▲3.6%4,9750.9%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$2,182,073$3,704,117 ▼-62.9%21,6710.8%ETFLLYEli Lilly and Company$1,881,785$121,607 ▼-6.1%2,4140.7%MedicalMETAMeta Platforms$1,463,632$8,857 ▲0.6%1,9830.6%Computer and TechnologySCHFSchwab International Equity ETF$1,353,742$4,155 ▼-0.3%61,2550.5%ETFIWMiShares Russell 2000 ETF$1,338,212$171,781 ▼-11.4%6,2010.5%FinanceSPGPInvesco S&P 500 GARP ETF$1,296,600$9,367,098 ▼-87.8%12,0390.5%ETFDVYiShares Select Dividend ETF$1,284,257$3,320 ▲0.3%9,6700.5%ETFLRGFiShares U.S. Equity Factor ETF$1,230,319$14,942 ▲1.2%19,1850.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,227,392$81,233 ▼-6.2%5,1070.5%ETFSCHASchwab US Small-Cap ETF$1,177,359$246,067 ▼-17.3%46,5360.4%ETFIBMInternational Business Machines$1,107,7830.0%3,7580.4%Computer and TechnologyNFLXNetflix$1,053,895$147,304 ▲16.2%7870.4%Consumer DiscretionaryIVViShares Core S&P 500 ETF$984,812$4,347 ▲0.4%1,5860.4%ETFAXONAxon Enterprise$969,5180.0%1,1710.4%AerospaceFILLiShares MSCI Global Energy Producers ETF$893,797$1,053,281 ▼-54.1%37,6890.3%ETFBRK.BBerkshire Hathaway$839,896$112,213 ▼-11.8%1,7290.3%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$797,852$32,108 ▼-3.9%32,7260.3%ETFGNMAiShares GNMA Bond ETF$749,000$51,158 ▼-6.4%17,0420.3%ETFGOOGAlphabet$743,821$21,288 ▲2.9%4,1930.3%Computer and TechnologyTIPiShares TIPS Bond ETF$738,038$38,954 ▼-5.0%6,7070.3%ETFVUGVanguard Growth ETF$712,400$712,400 ▲New Holding1,6250.3%ETFIDViShares International Select Dividend ETF$698,698$14,909 ▼-2.1%20,2460.3%ETFVEAVanguard FTSE Developed Markets ETF$698,487$279,406 ▼-28.6%12,2520.3%ETFJPMJPMorgan Chase & Co.$683,318$4,059 ▲0.6%2,3570.3%FinanceIJHiShares Core S&P Mid-Cap ETF$680,305$1,488 ▲0.2%10,9690.3%ETFSCHDSchwab US Dividend Equity ETF$668,902$6,943 ▲1.0%25,2420.3%ETFPGProcter & Gamble$659,846$13,382 ▲2.1%4,1420.3%Consumer StaplesQQQMInvesco NASDAQ 100 ETF$650,187$650,187 ▲New Holding2,8630.2%ETFVTVVanguard Value ETF$634,8500.0%3,5920.2%ETFJNJJohnson & Johnson$633,564$14,205 ▲2.3%4,1480.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$624,223$4,563 ▲0.7%6,2930.2%FinanceMCDMcDonald's$588,7230.0%2,0150.2%Retail/WholesaleVVisa$556,2330.0%1,5670.2%Business ServicesARISTA NETWORKS INC COM SHS$538,151$6,548 ▼-1.2%5,2600.2%StockWMTWalmart$530,660$489 ▲0.1%5,4270.2%Retail/WholesaleINTUIntuit$529,2870.0%6720.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$526,017$27,631 ▲5.5%2,5700.2%ETFSPYSPDR S&P 500 ETF Trust$517,6620.0%8380.2%FinanceBACBank of America$487,727$13,486 ▲2.8%10,3070.2%FinanceMOTIVanEck Morningstar International Moat ETF$485,628$16,399 ▼-3.3%14,0070.2%ETFCOSTCostco Wholesale$484,0760.0%4890.2%Retail/WholesaleMRKMerck & Co., Inc.$462,057$187,926 ▲68.6%5,8370.2%MedicalCVXChevron$461,262$33,367 ▼-6.7%3,2210.2%EnergyJAAAJanus Henderson AAA CLO ETF$443,562$100,740 ▲29.4%8,7400.2%ETFXOMExxon Mobil$443,274$12,181 ▲2.8%4,1120.2%EnergyABTAbbott Laboratories$432,648$141,450 ▲48.6%3,1810.2%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$432,0830.0%3,9420.2%FinanceGSThe Goldman Sachs Group$424,6500.0%6000.2%FinanceCALMCal-Maine Foods$404,4980.0%4,0600.2%Basic MaterialsCSCOCisco Systems$400,6000.0%5,7740.2%Computer and TechnologyGOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF$394,349$394,349 ▲New Holding7,9330.2%ETFPHMPulteGroup$370,903$48,512 ▲15.0%3,5170.1%ConstructionSRLNSPDR Blackstone Senior Loan ETF$369,597$3,078 ▲0.8%8,8870.1%ETFWELLWelltower$354,6550.0%2,3070.1%FinanceSCHESchwab Emerging Markets Equity ETF$354,439$19,591 ▼-5.2%11,7600.1%ETFRPVInvesco S&P 500 Pure Value ETF$350,100$233,838 ▼-40.0%3,7340.1%ETFGILDGilead Sciences$350,0170.0%3,1570.1%MedicalMCKMcKesson$339,2770.0%4630.1%MedicalQCOMQUALCOMM$335,778$335,778 ▲New Holding2,1080.1%Computer and TechnologyGRMNGarmin$323,3070.0%1,5490.1%Computer and TechnologyIYYiShares Dow Jones U.S. ETF$317,7410.0%2,1060.1%ETFCFCF Industries$312,156$10,488 ▲3.5%3,3930.1%Basic MaterialsDHID.R. Horton$311,2130.0%2,4140.1%ConstructionNUENucor$310,119$18,783 ▲6.4%2,3940.1%Basic MaterialsTSLATesla$307,177$38,119 ▼-11.0%9670.1%Auto/Tires/TrucksAMZNAmazon.com$302,100$302,100 ▲New Holding1,3770.1%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$301,952$60,834 ▲25.2%4,4920.1%ETFTXNTexas Instruments$298,5580.0%1,4380.1%Computer and TechnologySNASnap-On$295,6210.0%9500.1%Consumer DiscretionaryAMATApplied Materials$291,081$291,081 ▲New Holding1,5900.1%Computer and TechnologyCINFCincinnati Financial$289,203$4,914 ▲1.7%1,9420.1%FinanceCBChubb$281,028$579 ▼-0.2%9700.1%FinancePSAPublic Storage$277,8690.0%9470.1%FinanceWFCWells Fargo & Company$263,595$12,018 ▼-4.4%3,2900.1%FinanceVZVerizon Communications$258,062$15,361 ▼-5.6%5,9640.1%Computer and TechnologyVTRVentas$251,1480.0%3,9770.1%FinanceCATCaterpillar$250,007$7,376 ▼-2.9%6440.1%IndustrialsIVEiShares S&P 500 Value ETF$247,597$57,649 ▼-18.9%1,2670.1%ETFShowing largest 100 holdings. View all holdings. 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