Planned Solutions, Inc.
All 13F Filings
- Location
- Folsom, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 348,939
- 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 | 7/13/2026 | 155 | 348,939 | 13F-HR | Planned Solutions, Inc. |
| Q1 2026 | 4/9/2026 | 139 | 305,567 | 13F-HR | Planned Solutions, Inc. |
| Q4 2025 | 1/28/2026 | 139 | 311,747 | 13F-HR | Planned Solutions, Inc. |
| Q3 2025 | 10/23/2025 | 138 | 290,812 | 13F-HR | Planned Solutions, Inc. |
| Q2 2025 | 7/29/2025 | 123 | 262,857 | 13F-HR | Planned Solutions, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.352 K
(0.4% of total reported value)
· QoQ Δ:
-1.251 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 60.73 K | 17.5% | 12.21 K | 0 | 12.21 K |
| ETFs | 286.9 K | 82.5% | 32.41 K | 0 | 32.41 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
348,939
Holdings
155
QoQ value change ($000)
43,372
(14.2%)
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.