Planned Solutions, Inc. — 13F holdings

Planned Solutions, Inc. reported 156 holdings worth $365M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

1. ITOT ISHARES TR — $36.3M (10.0%)
2. FNDX SCHWAB STRATEGIC TR — $30.2M (8.3%)
3. JPIE J P MORGAN EXCHANGE TRADED F — $29.3M (8.0%)
4. MOAT VANECK ETF TRUST — $25.4M (7.0%)
5. IVW ISHARES TR — $24.0M (6.6%)
6. MINT PIMCO ETF TR — $17.5M (4.8%)
7. GARP ISHARES TR — $15.6M (4.3%)
8. AVUV AMERICAN CENTY ETF TR — $14.5M (4.0%)
9. QQQ INVESCO QQQ TR — $13.8M (3.8%)
10. IEFA ISHARES TR — $10.5M (2.9%)