Planning Directions Inc Portfolio Holdings

Planning Directions Inc

  • $193 Million
  • Q4 2025

Planning Directions Inc has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $193 Million distributed in 101 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 $36.6M, Vanguard Bd Index Fd Inc Short with a value of $16.7M, Usaa ETF Tr Core Intermediate with a value of $13.3M, Vanguard Dividend Appreciation with a value of $12.4M, and Apple Inc. with a value of $11.4M.

Examining the 13F form we can see an increase of $4.55M in the current position value, from $188M to 193M.

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

Portfolio value $193 Million
ETFs: $164 Million
Technology: $18.8 Million
Consumer Cyclical: $2.58 Million
Consumer Defensive: $1.35 Million
Financial Services: $1.21 Million
Industrials: $1.13 Million
Utilities: $1.03 Million
Communication Services: $888,000
Other: $1.11 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$40.3B
$973,000 0.51% of portfolio
3,428
Q2 2025 Reduced 18.24%
$111B
$769,000 0.4% of portfolio
2,273
Q4 2025 Added 45.15%
$197B
$743,000 0.39% of portfolio
3,253
Q4 2025 Added 0.15%
$61.4B
$445,000 0.23% of portfolio
2,170
Q1 2025 Reduced 20.98%
$144B
$339,000 0.18% of portfolio
714
Q4 2025 Added 0.28%
$34.7B
$326,000 0.17% of portfolio
2,438
Q4 2025 Reduced 5.65%
$168B
$262,000 0.14% of portfolio
3,059
Q4 2025 Added 1.63%
$136B
$263,000 0.14% of portfolio
558
Q3 2025 Reduced 4.12%
$140B
$267,000 0.14% of portfolio
1,191
Q4 2025 Reduced 0.75%
$114B
$279,000 0.14% of portfolio
1,455
Q1 2025 Reduced 14.76%
$65.7B
$255,000 0.13% of portfolio
899
Q4 2025 Added 0.45%
$98.1B
$191,000 0.1% of portfolio
1,382
Q4 2025 Reduced 7.87%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $193 Million
  • Prior Value $188 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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