Planned Solutions, Inc. Top Holdings and 13F Report (2025) About Planned Solutions, Inc.Investment ActivityPlanned Solutions, Inc. has $290.81 million in total holdings as of September 30, 2025.Planned Solutions, Inc. owns shares of 137 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 4.77% of the portfolio was purchased this quarter.About 0.73% of the portfolio was sold this quarter.This quarter, Planned Solutions, Inc. has purchased 122 new stocks and bought additional shares in 58 stocks.Planned Solutions, Inc. sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings VanEck Morningstar Wide Moat ETF $29,602,589Schwab Fundamental U.S. Large Company ETF $27,980,172iShares Core S&P Total U.S. Stock Market ETF $26,057,830JPMorgan Income ETF $23,096,765iShares Factors US Growth Style ETF $15,148,662 Largest New Holdings this Quarter 02079K305 - Alphabet $516,404 Holding21037T109 - Constellation Energy $316,236 Holding780259305 - Shell $274,675 Holding464288679 - iShares Short Treasury Bond ETF $251,917 Holding281020107 - Edison International $245,443 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 15,204 shares (about $2.21M)JPMorgan Income ETF 24,129 shares (about $1.12M)iShares Core MSCI EAFE ETF 9,747 shares (about $851.01K)iShares S&P 500 Growth ETF 6,605 shares (about $797.36K)NVIDIA 3,320 shares (about $619.45K) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 5,203 shares (about $515.67K)Invesco QQQ 742 shares (about $445.47K)JPMorgan U.S. Value Factor ETF 5,473 shares (about $259.97K)Eli Lilly and Company 224 shares (about $170.91K)Vanguard Intermediate-Term Bond ETF 1,910 shares (about $149.15K) 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$29,602,589$515,670 ▼-1.7%298,68410.2%ETFFNDXSchwab Fundamental U.S. Large Company ETF$27,980,172$50,943 ▲0.2%1,063,8859.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$26,057,830$2,214,465 ▲9.3%178,9079.0%ETFJPIEJPMorgan Income ETF$23,096,765$1,119,827 ▲5.1%497,6687.9%ETFSTLGiShares Factors US Growth Style ETF$15,148,662$299,056 ▲2.0%230,7845.2%ManufacturingIVWiShares S&P 500 Growth ETF$13,603,333$797,356 ▲6.2%112,6854.7%ETFQQQInvesco QQQ$12,915,619$445,470 ▼-3.3%21,5134.4%FinanceIEFAiShares Core MSCI EAFE ETF$8,991,493$851,007 ▲10.5%102,9843.1%ETFJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$7,118,215$250,510 ▲3.6%109,5112.4%ETFJVALJPMorgan U.S. Value Factor ETF$6,990,247$259,968 ▼-3.6%147,1632.4%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,746,628$120,929 ▲1.8%67,0042.3%ETFAVUVAvantis U.S. Small Cap Value ETF$6,735,338$86,592 ▼-1.3%67,6712.3%ETFIVVBiShares Large Cap Deep Buffer ETF$6,119,556$23,231 ▲0.4%187,0282.1%ETFVANGUARD 0-3 MONTH TREASURY BILL ETF$5,216,693$217,772 ▲4.4%68,9901.8%ETFAAPLApple$5,020,671$237,309 ▲5.0%19,7181.7%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$4,830,926$149,151 ▼-3.0%61,8641.7%ETFITWIllinois Tool Works$4,718,9740.0%18,0971.6%IndustrialsNVDANVIDIA$4,410,389$619,447 ▲16.3%23,6381.5%Computer and TechnologyESTCElastic$3,791,0660.0%44,8701.3%Computer and TechnologyRETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF$3,481,607$12,780 ▲0.4%131,5801.2%ETFSCHBSchwab US Broad Market ETF$3,073,328$39,645 ▲1.3%119,5381.1%ETFMSFTMicrosoft$2,941,755$365,130 ▲14.2%5,6801.0%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$2,774,343$592,107 ▲27.1%27,5511.0%ETFLLYEli Lilly and Company$1,670,970$170,912 ▼-9.3%2,1900.6%MedicalIWMiShares Russell 2000 ETF$1,503,999$3,629 ▲0.2%6,2160.5%FinanceSPGPInvesco S&P 500 GARP ETF$1,468,084$100,213 ▲7.3%12,9210.5%ETFMETAMeta Platforms$1,456,2760.0%1,9830.5%Computer and TechnologyDVYiShares Select Dividend ETF$1,452,774$78,720 ▲5.7%10,2240.5%ETFSCHFSchwab International Equity ETF$1,447,953$21,930 ▲1.5%62,1970.5%ETFGOOGAlphabet$1,414,598$393,350 ▲38.5%5,8080.5%Computer and TechnologyIVViShares Core S&P 500 ETF$1,390,802$329,295 ▲31.0%2,0780.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,310,029$256 ▲0.0%5,1080.5%ETFLRGFiShares U.S. Equity Factor ETF$1,301,914$23,419 ▼-1.8%18,8460.4%ETFSCHASchwab US Small-Cap ETF$1,296,734$1,618 ▼-0.1%46,4780.4%ETFIBMInternational Business Machines$1,088,573$28,216 ▲2.7%3,8580.4%Computer and TechnologyFILLiShares MSCI Global Energy Producers ETF$958,546$13,119 ▲1.4%38,2120.3%ETFBRK.BBerkshire Hathaway$956,211$86,974 ▲10.0%1,9020.3%FinanceNFLXNetflix$951,942$8,392 ▲0.9%7940.3%Consumer DiscretionaryGNMAiShares GNMA Bond ETF$852,609$96,814 ▲12.8%19,2250.3%ETFSCHDSchwab US Dividend Equity ETF$841,887$152,773 ▲22.2%30,8380.3%ETFAXONAxon Enterprise$840,3560.0%1,1710.3%AerospaceSCHOSchwab Short-Term U.S. Treasury ETF$793,017$5,490 ▼-0.7%32,5010.3%ETFJNJJohnson & Johnson$791,060$21,881 ▲2.8%4,2660.3%MedicalARISTA NETWORKS INC COM SHS$766,4350.0%5,2600.3%StockIDViShares International Select Dividend ETF$757,846$17,873 ▲2.4%20,7350.3%ETFTIPiShares TIPS Bond ETF$745,9530.0%6,7070.3%ETFJPMJPMorgan Chase & Co.$739,052$4,416 ▼-0.6%2,3430.3%FinanceIJHiShares Core S&P Mid-Cap ETF$717,487$1,632 ▲0.2%10,9940.2%ETFVEAVanguard FTSE Developed Markets ETF$688,301$45,839 ▼-6.2%11,4870.2%ETFVTVVanguard Value ETF$669,8720.0%3,5920.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$652,681$21,853 ▲3.5%6,5110.2%FinancePGProcter & Gamble$651,012$14,597 ▲2.3%4,2370.2%Consumer StaplesVUGVanguard Growth ETF$646,994$132,372 ▼-17.0%1,3490.2%ETFQQQMInvesco NASDAQ 100 ETF$613,599$93,906 ▼-13.3%2,4830.2%ETFMCDMcDonald's$612,3380.0%2,0150.2%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$569,189$14,672 ▲2.6%2,6380.2%ETFGOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF$568,312$165,990 ▲41.3%11,2060.2%ETFWMTWalmart$559,538$206 ▲0.0%5,4290.2%Retail/WholesaleVVisa$534,8170.0%1,5670.2%Business ServicesBACBank of America$531,7380.0%10,3070.2%FinanceJAAAJanus Henderson AAA CLO ETF$531,205$87,392 ▲19.7%10,4610.2%ETFCVXChevron$525,329$25,156 ▲5.0%3,3830.2%EnergyMOTIVanEck Morningstar International Moat ETF$519,2380.0%14,0070.2%ETFGOOGLAlphabet$516,404$516,404 ▲New Holding2,1240.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$515,623$42,635 ▼-7.6%7740.2%FinanceMRKMerck & Co., Inc.$490,151$252 ▲0.1%5,8400.2%MedicalXOMExxon Mobil$483,359$19,731 ▲4.3%4,2870.2%EnergyGSThe Goldman Sachs Group$477,8100.0%6000.2%FinanceCOSTCostco Wholesale$461,885$9,256 ▲2.0%4990.2%Retail/WholesaleINTUIntuit$458,9160.0%6720.2%Computer and TechnologyCATCaterpillar$448,521$141,236 ▲46.0%9400.2%IndustrialsPHMPulteGroup$445,939$18,762 ▼-4.0%3,3750.2%ConstructionLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$439,4150.0%3,9420.2%FinanceABTAbbott Laboratories$437,984$11,921 ▲2.8%3,2700.2%MedicalTSLATesla$430,0440.0%9670.1%Auto/Tires/TrucksAMZNAmazon.com$420,037$117,689 ▲38.9%1,9130.1%Retail/WholesaleWELLWelltower$410,9690.0%2,3070.1%FinanceCSCOCisco Systems$409,425$14,368 ▲3.6%5,9840.1%Computer and TechnologyDHID.R. Horton$409,1010.0%2,4140.1%ConstructionQCOMQUALCOMM$380,405$29,774 ▲8.5%2,2870.1%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$379,671$10,146 ▲2.7%9,1310.1%ETFSCHESchwab Emerging Markets Equity ETF$378,775$13,648 ▼-3.5%11,3510.1%ETFWFCWells Fargo & Company$373,670$97,902 ▲35.5%4,4580.1%FinanceRPVInvesco S&P 500 Pure Value ETF$371,0850.0%3,7340.1%ETFCALMCal-Maine Foods$364,167$17,879 ▼-4.7%3,8700.1%Basic MaterialsGRMNGarmin$362,928$18,466 ▼-4.8%1,4740.1%Computer and TechnologyMCKMcKesson$357,6860.0%4630.1%MedicalGILDGilead Sciences$350,4270.0%3,1570.1%MedicalIYYiShares Dow Jones U.S. ETF$342,1790.0%2,1060.1%ETFSNASnap-On$337,867$8,663 ▲2.6%9750.1%Consumer DiscretionaryAMATApplied Materials$325,946$409 ▲0.1%1,5920.1%Computer and TechnologyORCLOracle$323,426$56,248 ▲21.1%1,1500.1%Computer and TechnologyNUENucor$322,459$1,761 ▼-0.5%2,3810.1%Basic MaterialsVEUVanguard FTSE All-World ex-US ETF$320,5940.0%4,4920.1%ETFCINFCincinnati Financial$316,516$9,486 ▲3.1%2,0020.1%FinanceCEGConstellation Energy$316,236$316,236 ▲New Holding9610.1%EnergyCFCF Industries$313,322$8,970 ▲2.9%3,4930.1%Basic MaterialsPSAPublic Storage$303,293$29,752 ▲10.9%1,0500.1%FinanceAEMAgnico Eagle Mines$284,5290.0%1,6880.1%Basic MaterialsVTRVentas$278,3500.0%3,9770.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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