Planning Directions Inc Portfolio Holdings

Planning Directions Inc

  • $188 Million
  • Q3 2025

Planning Directions Inc has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $188 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $37.2M, Vanguard Bd Index Fd Inc Short with a value of $15.2M, Vanguard Dividend Appreciation with a value of $12.3M, Usaa ETF Tr Core Intermediate with a value of $11.5M, and Apple Inc. with a value of $11M.

Examining the 13F form we can see an increase of $13.1M in the current position value, from $175M to 188M.

Below you can find more details about Planning Directions Inc portfolio as well as his latest detailed transactions.

Portfolio value $188 Million
ETFs: $160 Million
Technology: $18.7 Million
Consumer Cyclical: $2.71 Million
Financial Services: $1.49 Million
Consumer Defensive: $1.38 Million
Industrials: $1.13 Million
Healthcare: $835,000
Utilities: $742,000
Other: $1.23 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.2 Million 19.78% of portfolio
1,361,756
Q3 2025 Added 4.17%
$0
$15.2 Million 8.1% of portfolio
192,874
Q3 2025 Reduced 0.73%
$0
$12.3 Million 6.56% of portfolio
67,664
Q3 2025 Reduced 0.73%
$0
$11.5 Million 6.1% of portfolio
241,373
Q3 2025 Added 6.17%
$4.3T
$11 Million 5.83% of portfolio
43,052
Q3 2025 Reduced 0.31%
$0
$6.32 Million 3.36% of portfolio
53,204
Q3 2025 Added 1.75%
$0
$6.04 Million 3.21% of portfolio
43,821
Q3 2025 Reduced 6.6%
$0
$5.97 Million 3.18% of portfolio
118,993
Q3 2025 Added 3.4%
$0
$5.64 Million 3.0% of portfolio
40,900
Q3 2025 Added 2.47%
$0
$5.6 Million 2.98% of portfolio
19,058
Q3 2025 Reduced 0.3%
$0
$5.55 Million 2.95% of portfolio
11,572
Q3 2025 Reduced 5.33%
$0
$5.41 Million 2.88% of portfolio
67,735
Q3 2025 Added 2.59%
$0
$4.62 Million 2.46% of portfolio
106,752
Q3 2025 Added 27.06%
$0
$3.19 Million 1.7% of portfolio
55,900
Q3 2025 Reduced 1.32%
$465B
$2.91 Million 1.55% of portfolio
15,585
Q3 2025 Reduced 2.36%
$0
$2.78 Million 1.48% of portfolio
16,912
Q3 2025 Reduced 2.02%
$0
$2.6 Million 1.39% of portfolio
45,283
Q3 2025 Added 12.69%
$0
$2.37 Million 1.26% of portfolio
8,058
Q3 2025 Added 2.03%
$0
$1.67 Million 0.89% of portfolio
8,962
Q3 2025 Reduced 2.12%
$3.78T
$1.52 Million 0.81% of portfolio
2,932
Q3 2025 Added 2.63%
$0
$1.47 Million 0.78% of portfolio
2,399
Q3 2025 Added 0.29%
$2.39T
$1.47 Million 0.78% of portfolio
6,679
Q3 2025 Reduced 1.32%
$0
$1.37 Million 0.73% of portfolio
6,582
Q3 2025 Reduced 7.3%
$0
$1.37 Million 0.73% of portfolio
7,876
Q3 2025 Reduced 1.75%
$0
$1.36 Million 0.72% of portfolio
11,317
Q2 2025 Reduced 9.7%
$0
$1.22 Million 0.65% of portfolio
16,105
Q3 2025 Reduced 2.85%
$0
$1.22 Million 0.65% of portfolio
16,652
Q3 2025 Added 37.28%
$40.3B
$1.16 Million 0.62% of portfolio
3,428
Q2 2025 Reduced 18.24%
$0
$1.06 Million 0.56% of portfolio
7,252
Q3 2025 Reduced 1.93%
$0
$994,000 0.53% of portfolio
19,710
Q3 2025 Added 0.23%
$0
$943,000 0.5% of portfolio
18,392
Q3 2025 New
$0
$918,000 0.49% of portfolio
18,344
Q3 2025 Added 0.85%
$0
$888,000 0.47% of portfolio
3,421
Q3 2025 Reduced 14.5%
$0
$799,000 0.43% of portfolio
3,145
Q3 2025 Added 0.9%
$0
$740,000 0.39% of portfolio
3,152
Q3 2025 Added 0.22%
$0
$736,000 0.39% of portfolio
12,546
Q3 2025 Reduced 5.96%
$197B
$664,000 0.35% of portfolio
3,248
Q3 2025 Added 0.25%
$467M
$598,000 0.32% of portfolio
50,000
Q2 2020 New
$279B
$575,000 0.31% of portfolio
5,587
Q3 2025 Added 3.92%
$0
$508,000 0.27% of portfolio
10,989
Q3 2025 Reduced 2.22%
$224B
$509,000 0.27% of portfolio
1,675
Q3 2025 Reduced 8.82%
$0
$505,000 0.27% of portfolio
5,797
Q3 2025 Reduced 4.1%
$111B
$515,000 0.27% of portfolio
1,566
Q3 2025 Added 3.64%
$0
$487,000 0.26% of portfolio
2,488
Q3 2025 Added 5.65%
$490B
$473,000 0.25% of portfolio
4,202
Q3 2025 Reduced 1.32%
$0
$473,000 0.25% of portfolio
6,450
Q3 2025 Added 0.5%
$0
$457,000 0.24% of portfolio
4,809
Q3 2025 Added 4.89%
$0
$444,000 0.24% of portfolio
4,237
Q3 2025 Added 0.09%
$61.4B
$441,000 0.23% of portfolio
2,170
Q1 2025 Reduced 20.98%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $188 Million
  • Prior Value $175 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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