PLANNING DIRECTIONS INC — 13F holdings

PLANNING DIRECTIONS INC reported 110 holdings worth $216M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. IVE ISHARES TR — $26.2M (12.1%)
2. VIG VANGUARD SPECIALIZED FUNDS — $16.1M (7.4%)
3. JPIE J P MORGAN EXCHANGE TRADED F — $15.4M (7.1%)
4. SCHD SCHWAB STRATEGIC TR — $14.6M (6.7%)
5. UITB VICTORY PORTFOLIOS II — $14.2M (6.6%)
6. AAPL APPLE INC — $9.80M (4.5%)
7. MGV VANGUARD WORLD FD — $6.81M (3.2%)
8. VOT VANGUARD INDEX FDS — $6.75M (3.1%)
9. VT VANGUARD INTL EQUITY INDEX F — $6.03M (2.8%)
10. IJR ISHARES TR — $5.73M (2.7%)