PLANNING DIRECTIONS INC
All 13F Filings
- Location
- Glen Mills, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 215,912
- 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 | 8/10/2026 | 110 | 215,912 | 13F-HR | PLANNING DIRECTIONS INC |
| 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 | 30.71 K | 14.2% | 0 | 12.44 K | -12.44 K |
| ETFs | 180.4 K | 83.5% | 32.36 K | 0 | 32.36 K |
| Debt | 4.854 K | 2.2% | 0 | 1.604 K | -1.604 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
215,912
Holdings
110
QoQ value change ($000)
18,313
(9.3%)
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.