Planning Strategies
$160M 13F equity value
1,065 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Planning Strategies covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 205,539 | $26M | 16.4% |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | 394,118 | $16M | 10.0% |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 205,356 | $16M | 9.7% |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 206,966 | $10M | 6.4% |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 136,760 | $6M | 3.5% |
| VOO | VANGUARD S&P 500 ETF | 6,437 | $4M | 2.8% |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 53,903 | $4M | 2.7% |
| COWZ | PACER US CASH COWS 100 ETF | 63,236 | $4M | 2.5% |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | 30,222 | $4M | 2.4% |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 44,019 | $4M | 2.3% |
Track Planning Strategies's 13F portfolio: $160M in reported holdings, 1,065 positions. Top holdings and quarterly changes on SentiSense.
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