Planned Solutions, Inc.
All 13F Filings
- Location
- Folsom, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 311,747
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.463 K
(0.8% of total reported value)
· QoQ Δ:
-145
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54.39 K | 17.6% | 3.43 K | 0 | 3.43 K |
| ETFs | 254.9 K | 82.4% | 17.65 K | 0 | 17.65 K |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
311,747
Holdings
139
QoQ value change ($000)
20,935
(7.2%)
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.