PLANNING DIRECTIONS INC
All 13F Filings
- Location
- Glen Mills, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 197,599
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 106 | 197,599 | 13F-HR | PLANNING DIRECTIONS INC |
| Q4 2025 | 1/21/2026 | 101 | 198,444 | 13F-HR | PLANNING DIRECTIONS INC |
| Q3 2025 | 11/13/2025 | 93 | 191,582 | 13F-HR | PLANNING DIRECTIONS INC |
| Q2 2025 | 8/1/2025 | 85 | 177,665 | 13F-HR | PLANNING DIRECTIONS INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.15 K | 21.8% | 0 | 79.33 K | -79.33 K |
| ETFs | 148 K | 74.9% | 88.83 K | 0 | 88.83 K |
| Debt | 6.458 K | 3.3% | 0 | 10.34 K | -10.34 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
197,599
Holdings
106
QoQ value change ($000)
-845
(-0.4%)
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.