Planning Strategies Inc.
All 13F Filings
- Location
- Lancaster, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 168,906
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/2/2026 | 1,159 | 168,906 | 13F-HR | Planning Strategies Inc. |
| Q2 2026 | 7/27/2026 | 1,068 | 160,326 | 13F-HR | Planning Strategies Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
537
(0.3% of total reported value)
· QoQ Δ:
+119
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.88 K | 17.2% | 2.004 K | 0 | 2.004 K |
| ETFs | 139.5 K | 82.8% | 6.442 K | 0 | 6.442 K |
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Fund Snapshot
Q3 2026
Latest filed
10/2/2026
Total value ($000)
168,906
Holdings
1159
QoQ value change ($000)
8,580
(5.4%)
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.