Planning Project LLC — 13F holdings

Planning Project LLC reported 26 holdings worth $501M in its 13F filing for Q2 2026, filed September 1, 2026.

Largest positions

  1. IVV ISHARES TR — $196M (39.1%)
  2. IEFA ISHARES TR — $91.6M (18.3%)
  3. AGG ISHARES TR — $61.8M (12.3%)
  4. IJH ISHARES TR — $44.2M (8.8%)
  5. LQD ISHARES TR — $31.8M (6.3%)
  6. IJR ISHARES TR — $28.6M (5.7%)
  7. XOM Exxon Mobil Corp — $11.4M (2.3%)
  8. VOO VANGUARD INDEX FDS — $8.53M (1.7%)
  9. LIN LINDE PLC — $6.71M (1.3%)
  10. VEA VANGUARD TAX-MANAGED FDS — $4.01M (0.8%)