PLANNING ALTERNATIVES LTD /ADV
All 13F Filings
- Location
- Birmingham, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 932,583
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 129 | 932,583 | 13F-HR | PLANNING ALTERNATIVES LTD /ADV |
| Q1 2026 | 5/7/2026 | 111 | 774,751 | 13F-HR | PLANNING ALTERNATIVES LTD /ADV |
| Q4 2025 | 2/6/2026 | 98 | 793,923 | 13F-HR | PLANNING ALTERNATIVES LTD /ADV |
| Q3 2025 | 11/12/2025 | 88 | 778,715 | 13F-HR | PLANNING ALTERNATIVES LTD /ADV |
| Q2 2025 | 8/12/2025 | 80 | 718,648 | 13F-HR | PLANNING ALTERNATIVES LTD /ADV |
| Q2 2014 | 8/11/2014 | 47 | 404,533 | 13F-HR | PLANNING ALTERNATIVES LTD /ADV |
| Q1 2014 | 4/30/2014 | 48 | 341,505 | 13F-HR | PLANNING ALTERNATIVES LTD /ADV |
| Q4 2013 | 1/16/2014 | 39 | 328,048 | 13F-HR | PLANNING ALTERNATIVES LTD /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 92.81 K | 10.0% | 28.98 K | 0 | 28.98 K |
| ETFs | 839.8 K | 90.0% | 128.8 K | 0 | 128.8 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
932,583
Holdings
129
QoQ value change ($000)
157,832
(20.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.