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
$367B
$431,000 0.23% of portfolio
1,064
Q3 2025 Reduced 9.22%
$1.65T
$413,000 0.22% of portfolio
1,699
Q3 2025 Reduced 2.69%
$0
$387,000 0.21% of portfolio
13,895
Q3 2025 Added 0.22%
$0
$401,000 0.21% of portfolio
1,350
Q3 2025 Reduced 7.85%
$0
$389,000 0.21% of portfolio
4,626
Q3 2025 Added 65.39%
$342B
$373,000 0.2% of portfolio
2,050
Q3 2025 Added 3.8%
$0
$381,000 0.2% of portfolio
8,011
Q3 2025 Added 0.12%
$0
$373,000 0.2% of portfolio
558
Q3 2025 Reduced 8.67%
$0
$361,000 0.19% of portfolio
898
Q3 2025 Reduced 0.77%
$34.7B
$366,000 0.19% of portfolio
2,584
Q3 2025 Added 2.34%
$3.38B
$333,000 0.18% of portfolio
6,176
Q3 2025 Added 0.31%
$0
$341,000 0.18% of portfolio
513
Q2 2025 Reduced 93.28%
$144B
$325,000 0.17% of portfolio
712
Q3 2025 Added 0.42%
$114B
$314,000 0.17% of portfolio
1,455
Q1 2025 Reduced 14.76%
$0
$318,000 0.17% of portfolio
2,282
Q3 2025 Added 26.01%
$0
$293,000 0.16% of portfolio
2,084
Q3 2025 Added 23.17%
$266B
$294,000 0.16% of portfolio
1,045
Q3 2025 Added 13.83%
$0
$286,000 0.15% of portfolio
3,198
Q3 2025 Added 9.33%
$0
$275,000 0.15% of portfolio
1,893
Q3 2025 Reduced 0.94%
$404B
$286,000 0.15% of portfolio
309
Q3 2025 Added 0.32%
$204B
$274,000 0.15% of portfolio
1,956
Q3 2025 Reduced 5.37%
$98.1B
$256,000 0.14% of portfolio
1,500
Q3 2025 Added 0.54%
$65.7B
$268,000 0.14% of portfolio
895
Q3 2025 Added 0.45%
$662B
$263,000 0.14% of portfolio
524
Q2 2025 Reduced 14.52%
$0
$248,000 0.13% of portfolio
1,188
Q3 2025 New
$136B
$237,000 0.13% of portfolio
558
Q3 2025 Reduced 4.12%
$0
$240,000 0.13% of portfolio
3,532
Q3 2025 Added 8.44%
$346B
$245,000 0.13% of portfolio
1,600
Q3 2025 Added 0.44%
$0
$238,000 0.13% of portfolio
2,806
Q2 2025 Added 1.63%
$291B
$224,000 0.12% of portfolio
470
Q3 2025 New
$0
$229,000 0.12% of portfolio
4,238
Q3 2025 Added 0.64%
$1.37T
$221,000 0.12% of portfolio
302
Q2 2025 Reduced 22.37%
$168B
$227,000 0.12% of portfolio
3,010
Q3 2025 Added 0.7%
$881B
$221,000 0.12% of portfolio
701
Q3 2025 Added 0.43%
$0
$231,000 0.12% of portfolio
2,962
Q3 2025 New
$0
$206,000 0.11% of portfolio
3,702
Q3 2025 New
$255B
$202,000 0.11% of portfolio
610
Q3 2025 New
$512B
$210,000 0.11% of portfolio
370
Q2 2025 Added 0.27%
$5.6B
$119,000 0.06% of portfolio
12,248
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 New
$0
$0 0.0% of portfolio
24,672
Q3 2025 Reduced 0.57%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 3.82%

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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