Institutional Fund
Planned Solutions, Inc.
Folsom, CACIK 18313325 filings on record
Portfolio Value
$302.96M
Q1 2026
Holdings
138
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-2.0%
from $309.28M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.7%
- Schwab Strategic Tr9.6%
- Vaneck ETF Trust9.3%
- J P Morgan Exchange Traded F8.1%
- Ishares Tr5.1%
- Ishares Tr4.9%
- Other52.3%
Portfolio Holdings
138 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 227.9K | $32.46M | 10.7% | +11.5K | Added |
| 2 | Schwab Strategic Tr | 1.04M | $29.06M | 9.6% | −6.4K | Reduced |
| 3 | Vaneck ETF Trust | 291.5K | $28.19M | 9.3% | −254 | Reduced |
| 4 | J P Morgan Exchange Traded F | 533.1K | $24.56M | 8.1% | +13.6K | Added |
| 5 | Ishares Tr | 240.8K | $15.41M | 5.1% | +5.6K | Added |
| 6 | Ishares Tr | 131.5K | $14.87M | 4.9% | +3.7K | Added |
| 7 | Invesco Qqq Tr | 21.4K | $12.35M | 4.1% | −409 | Reduced |
| 8 | Ishares Tr | 133.7K | $12.11M | 4.0% | +5.2K | Added |
| 9 | American Centy ETF Tr | 77.8K | $8.59M | 2.8% | +1.1K | Added |
| 10 | J P Morgan Exchange Traded F | 144.4K | $7.06M | 2.3% | −1.0K | Reduced |
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