Planning Strategies Inc.
All 13F Filings
- Location
- Lancaster, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 160,326
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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):
418
(0.3% of total reported value)
· QoQ Δ:
+418
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.87 K | 16.8% | 26.87 K | 0 | 26.87 K |
| ETFs | 133 K | 83.2% | 133 K | 0 | 133 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
160,326
Holdings
1068
QoQ value change ($000)
—
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.