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Planning Strategies

Latest statistics and disclosures from Planning Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are VONG, LVHI, DGRO, IQLT, TCAF, and represent 46.75% of Planning Strategies's stock portfolio.
Added to shares of these 10 stocks: VONG, LVHI, VTV, TCAF, EQWL, VB, VOO, RSP, IGV, EMXC.
Started 132 new stock positions in BATL, ERIC, SONY, AXTA, MUFG, TIGO, PHG, MDLN, TLN, QGEN.
Reduced shares in these 10 stocks: KBWB, IQLT, SPSM, USMV, QUAL, AAPL, META, AMD, PYLD, VGSH.
Sold out of its positions in AVAV, ALGN, ALGM, ATAI, AVB, BWXT, BBWI, BURL, CSL, CHH.
Planning Strategies was a net buyer of stock by $7.4M.
Planning Strategies has $169M in assets under management (AUM), dropping by 5.35%.
Central Index Key (CIK): 0002139665

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Portfolio Holdings for Planning Strategies

Planning Strategies holds 1156 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Planning Strategies has 1156 total positions. Only the first 250 positions are shown.

Sign up to view all of the Planning Strategies Sept. 30, 2026 positions
Download the Planning Strategies September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Russell 1000 Growth Etf Etf (VONG)	17.3	$29M	+10%	226k	128.93	View chart
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)	10.6	$18M	+9%	430k	41.71	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	9.2	$16M		206k	75.39	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	6.0	$10M		203k	49.47	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	3.7	$6.3M	+8%	148k	42.27	View chart
Vanguard S&p 500 Etf Etf (VOO)	2.8	$4.7M	+4%	6.7k	700.89	View chart
Invesco S&p 100 Equal Weight Etf Etf (EQWL)	2.6	$4.4M	+12%	34k	129.05	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	2.5	$4.2M		55k	77.25	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	2.5	$4.2M		63k	66.76	View chart
Nvidia Corporation Stock (NVDA)	2.5	$4.2M		18k	228.37	View chart
Apple Stock (AAPL)	2.1	$3.5M		11k	333.01	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	2.0	$3.5M		44k	78.31	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.0	$3.4M	+4%	34k	99.08	View chart
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)	1.8	$3.0M	+2%	41k	73.58	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	1.5	$2.6M	-3%	12k	222.23	View chart
Enterprise Prods Partners Stock (EPD)	1.4	$2.4M		69k	35.61	View chart
Cohen & Steers Real Estate Active Etf Etf (CSRE)	1.3	$2.2M	+3%	81k	26.70	View chart
Microsoft Corp Stock (MSFT)	1.3	$2.1M	+2%	4.2k	512.93	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	1.1	$1.9M	+14%	6.8k	284.50	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	1.0	$1.7M		22k	78.42	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.7	$1.2M	+91%	5.8k	216.07	View chart
Ishares U.s. Smallcap Equity Factor Etf Etf (SMLF)	0.7	$1.2M		15k	83.56	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.7	$1.2M	-2%	42k	27.96	View chart
International Business Machs Stock (IBM)	0.7	$1.1M		5.0k	219.93	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.6	$1.1M	-12%	21k	52.86	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.6	$1.1M	-4%	18k	57.56	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$1.0M		1.3k	765.85	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.6	$994k		14k	69.82	View chart
Virtus Reaves Utilities Etf Etf (UTES)	0.5	$899k		13k	70.18	View chart
Exxonmobil Holdings Corp Stock	0.5	$862k		5.3k	162.75	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$861k		1.7k	497.95	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.5	$848k		2.3k	374.18	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.5	$836k	+22%	7.8k	106.48	View chart
Amazon Stock (AMZN)	0.5	$817k	+4%	3.3k	249.14	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$782k	-2%	1.1k	739.95	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$745k	-7%	1.0k	725.50	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.4	$732k	-5%	9.6k	76.40	View chart
Vanguard Materials Etf Etf (VAW)	0.4	$699k		3.2k	218.17	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.4	$639k	-15%	6.6k	97.44	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	0.3	$579k		14k	42.06	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.3	$524k	+9%	10k	52.63	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$497k	+60%	2.4k	208.02	View chart
Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL)	0.3	$471k		10k	45.80	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$451k	+5%	14k	32.53	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$447k	-5%	1.3k	340.62	View chart
Vanguard Energy Etf Etf (VDE)	0.3	$440k		2.6k	172.16	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.3	$424k	-3%	1.3k	337.81	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$398k	+4%	1.2k	344.13	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$388k	+49%	1.9k	207.18	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.2	$378k		6.0k	63.04	View chart
State Street Spdr S&p North American Natural Resources Etf Etf (NANR)	0.2	$368k		4.4k	83.77	View chart
Johnson & Johnson Stock (JNJ)	0.2	$333k		1.3k	264.74	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$328k		2.1k	155.17	View chart
Vanguard Financials Etf Etf (VFH)	0.2	$312k	-3%	2.4k	130.09	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.2	$303k	-14%	12k	25.39	View chart
Broadcom Stock (AVGO)	0.2	$303k	+2%	862.00	351.18	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$269k		813.00	330.80	View chart
Ge Aerospace Stock (GE)	0.2	$267k	+60%	855.00	312.29	View chart
Abbvie Stock (ABBV)	0.2	$264k		1.0k	261.59	View chart
Invesco S&p 500 Equal Weight Materials Etf Etf (RSPM)	0.1	$240k	+7%	6.4k	37.17	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$233k		3.9k	59.31	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$232k		4.9k	47.34	View chart
Chevron Corporation Stock (CVX)	0.1	$228k		1.1k	204.18	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$227k		298.00	762.63	View chart
Philip Morris Intl Stock (PM)	0.1	$225k		1.2k	190.82	View chart
Advanced Micro Devices Stock (AMD)	0.1	$207k	-19%	339.00	611.76	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$202k		1.3k	152.07	View chart
Tesla Stock (TSLA)	0.1	$199k	+2%	560.00	354.81	View chart
Micron Technology Stock (MU)	0.1	$194k	+89%	182.00	1065.21	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.1	$191k		6.1k	31.40	View chart
Mckesson Corp Stock (MCK)	0.1	$184k		216.00	853.81	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$181k	+15%	1.9k	96.88	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$164k	-15%	305.00	538.38	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$159k	+17%	850.00	187.05	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	0.1	$159k	-2%	4.2k	37.42	View chart
Allstate Corp Stock (ALL)	0.1	$157k		706.00	221.86	View chart
Disney Walt Stock (DIS)	0.1	$155k		1.5k	104.90	View chart
Wells Fargo & Co Stock (WFC)	0.1	$155k		1.9k	80.05	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.1	$151k		3.1k	48.70	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$149k		1.6k	92.05	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$148k		2.9k	50.21	View chart
Western Midstream Partners Lp Com Unit Lp Int Stock (WES)	0.1	$142k		3.2k	44.37	View chart
Rtx Corporation Stock (RTX)	0.1	$141k		762.00	185.54	View chart
Tanger Reit (SKT)	0.1	$141k		4.1k	34.30	View chart
Guidewire Software Stock (GWRE)	0.1	$139k		978.00	142.58	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$138k		1.6k	84.97	View chart
Global X Uranium Etf Etf (URA)	0.1	$138k		3.5k	39.85	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$138k		3.2k	42.89	View chart
Cisco Sys Stock (CSCO)	0.1	$136k		1.3k	107.63	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.1	$131k	NEW	672.00	195.53	View chart
Csx Corp Stock (CSX)	0.1	$127k	+2220%	2.7k	46.51	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.1	$126k	-6%	2.4k	53.28	View chart
Hershey Stock (HSY)	0.1	$125k		794.00	157.61	View chart
Verizon Communications Stock (VZ)	0.1	$117k	-3%	2.6k	45.87	View chart
Ge Vernova Stock (GEV)	0.1	$117k	+186%	123.00	946.78	View chart
Eli Lilly & Co Stock (LLY)	0.1	$111k	+128%	96.00	1158.00	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.1	$109k	+2219%	719.00	150.87	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.1	$108k		2.2k	49.63	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$108k		1.2k	89.76	View chart
Mcdonalds Corp Stock (MCD)	0.1	$106k	-2%	460.00	230.94	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.1	$105k	+6%	1.6k	67.62	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS)	0.1	$102k	+1910%	1.1k	90.48	View chart
Coca Cola Stock (KO)	0.1	$100k	+2%	1.2k	86.08	View chart
Air Products And Chemicals Stock (APD)	0.1	$99k		355.00	278.23	View chart
Procter & Gamble Stock (PG)	0.1	$99k	+20%	679.00	145.28	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$95k		760.00	125.26	View chart
S&p Global Stock (SPGI)	0.1	$93k	+1211%	236.00	394.47	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.1	$92k		313.00	294.91	View chart
Snowflake Stock (SNOW)	0.1	$92k		270.00	339.56	View chart
Walmart Stock (WMT)	0.1	$91k		876.00	103.92	View chart
Super Micro Computer Stock (SMCI)	0.1	$90k		2.2k	41.07	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$88k		696.00	125.67	View chart
Lamar Advertising Co Cl A Reit (LAMR)	0.1	$87k		606.00	144.11	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$87k		1.0k	82.97	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$87k		142.00	609.00	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$86k		1.4k	62.40	View chart
Uscf Midstream Energy Income Fund Etf Etf (UMI)	0.1	$86k		1.5k	56.57	View chart
Guinness Atkinson Dividend Builder Etf Etf (DIVS)	0.1	$86k	-5%	2.6k	33.06	View chart
Pfizer Stock (PFE)	0.0	$84k	+3%	3.0k	28.52	View chart
Dominion Energy Stock (D)	0.0	$81k		1.3k	60.52	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$80k	+43%	1.1k	70.15	View chart
Truist Finl Corp Stock (TFC)	0.0	$79k		1.7k	46.30	View chart
Usa Rare Earth Stock (USAR)	0.0	$78k	+2%	5.5k	14.08	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$78k	-5%	1.5k	51.76	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$77k		3.9k	19.77	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$76k	-15%	800.00	94.54	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$75k		336.00	222.26	View chart
Duke Energy Corp Stock (DUK)	0.0	$74k		652.00	114.01	View chart
General Dynamics Corp Stock (GD)	0.0	$74k		223.00	331.83	View chart
Howmet Aerospace Stock (HWM)	0.0	$74k	-23%	327.00	226.18	View chart
Carnival Corp Ltd Common Shares Stock (CCL)	0.0	$74k		3.0k	24.54	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$73k		1.1k	64.59	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$72k	-10%	353.00	203.92	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$72k		981.00	72.86	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$71k	-6%	2.9k	24.36	View chart
Amgen Stock (AMGN)	0.0	$68k		162.00	421.51	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$67k	-7%	1.9k	35.93	View chart
Altria Group Stock (MO)	0.0	$66k		984.00	67.34	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$66k		709.00	93.44	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$66k	+107%	286.00	231.50	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$66k	+8%	934.00	70.61	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$66k		2.0k	33.31	View chart
Shift4 Pmts Inc Cl A Stock (FOUR)	0.0	$63k		1.7k	36.17	View chart
Williams Cos Stock (WMB)	0.0	$63k		919.00	67.97	View chart
Merck & Co Stock (MRK)	0.0	$62k	+3%	425.00	145.31	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$59k	NEW	582.00	101.10	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$57k		1.3k	44.46	View chart
Invesco S&p International Developed Momentum Etf Etf (IDMO)	0.0	$57k		935.00	61.07	View chart
Welltower Reit (WELL)	0.0	$56k		245.00	230.24	View chart
Cameco Corp Stock (CCJ)	0.0	$56k		650.00	86.67	View chart
Boeing Stock (BA)	0.0	$56k		301.00	186.05	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.0	$56k		1.1k	50.40	View chart
Southern Stock (SO)	0.0	$55k		666.00	82.89	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.0	$54k		548.00	98.60	View chart
Dte Energy Stock (DTE)	0.0	$53k		437.00	121.80	View chart
At&t Stock (T)	0.0	$53k		2.2k	24.40	View chart
Metlife Stock (MET)	0.0	$52k		550.00	94.16	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$51k	+208%	605.00	84.25	View chart
Caterpillar Stock (CAT)	0.0	$50k	+5%	61.00	810.79	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.0	$49k		381.00	128.68	View chart
Ugi Corp Stock (UGI)	0.0	$49k		1.4k	35.67	View chart
Qualcomm Stock (QCOM)	0.0	$48k	+2%	260.00	184.04	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.0	$47k		433.00	109.53	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$47k		1.1k	40.91	View chart
Blackrock Stock (BLK)	0.0	$46k		43.00	1058.28	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$45k	+2%	830.00	54.43	View chart
Evergy Stock (EVRG)	0.0	$45k		572.00	78.44	View chart
Emerson Elec Stock (EMR)	0.0	$44k		286.00	155.10	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$44k		762.00	57.82	View chart
Sun Life Financial Stock (SLF)	0.0	$44k		560.00	77.97	View chart
Pepsico Stock (PEP)	0.0	$43k	+26%	338.00	126.72	View chart
Ppl Corp Stock (PPL)	0.0	$43k	-30%	1.3k	32.89	View chart
Texas Instrs Stock (TXN)	0.0	$42k	+2%	151.00	280.09	View chart
Eaton Vance Mortgage Opportunities Etf Etf (EVMO)	0.0	$41k		863.00	47.97	View chart
Enbridge Stock (ENB)	0.0	$41k		889.00	46.49	View chart
Oracle Corp Stock (ORCL)	0.0	$41k	-2%	296.00	137.30	View chart
Madison Square Grdn Sprt Corp Cl A Stock (MSGS)	0.0	$41k		100.00	405.21	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$40k		896.00	44.75	View chart
American Tower Corp Reit (AMT)	0.0	$40k		243.00	163.69	View chart
3M Stock (MMM)	0.0	$40k		242.00	164.15	View chart
Visa Inc Com Cl A Stock (V)	0.0	$40k	+14%	110.00	359.33	View chart
Graco Stock (GGG)	0.0	$39k		505.00	76.84	View chart
Woodward Stock (WWD)	0.0	$39k		118.00	328.59	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.0	$38k		471.00	81.58	View chart
Constellation Energy Corp Stock (CEG)	0.0	$38k	+7%	148.00	254.02	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$37k		1.4k	27.47	View chart
Pinnacle West Cap Corp Stock (PNW)	0.0	$37k		397.00	93.04	View chart
Rocket Lab Corp Stock (RKLB)	0.0	$36k		522.00	69.68	View chart
Cheniere Energy Stock (LNG)	0.0	$36k		135.00	269.03	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$34k		467.00	71.95	View chart
New Jersey Res Corp Stock (NJR)	0.0	$33k		661.00	50.60	View chart
Sandisk Corp Stock (SNDK)	0.0	$33k		19.00	1739.89	View chart
Vivmark Residential Sh Ben Int Reit (EQR)	0.0	$33k	+87%	538.00	60.76	View chart
State Street Spdr S&p 1500 Value Tilt Etf Etf (VLU)	0.0	$31k		131.00	239.21	View chart
Defiance Quantum Etf Etf (QTUM)	0.0	$31k	+98%	202.00	151.72	View chart
Intel Corp Stock (INTC)	0.0	$31k	+8%	254.00	120.23	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$30k	NEW	73.00	416.12	View chart
Illumina Stock (ILMN)	0.0	$30k		110.00	273.68	View chart
Royal Caribbean Group Stock (RCL)	0.0	$30k		113.00	265.86	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$30k	+22%	54.00	551.46	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.0	$30k		202.00	146.68	View chart
Salesforce Stock (CRM)	0.0	$30k	-2%	129.00	229.57	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.0	$29k	-9%	576.00	50.79	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$29k		785.00	36.95	View chart
Lam Research Corp Stock (LRCX)	0.0	$29k	+6%	88.00	328.51	View chart
Rio Tinto Adr (RIO)	0.0	$28k	+20%	300.00	94.17	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$28k	+341%	106.00	264.75	View chart
Fulton Finl Corp Pa Stock (FULT)	0.0	$28k		1.2k	22.56	View chart
American Wtr Wks Stock (AWK)	0.0	$27k		210.00	129.47	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$27k	NEW	15.00	1811.67	View chart
Fidelity Natl Information Svcs Stock (FIS)	0.0	$27k	-3%	825.00	32.90	View chart
Capital One Finl Corp Stock (COF)	0.0	$27k	+3%	139.00	193.07	View chart
Cintas Corp Stock (CTAS)	0.0	$27k	-4%	136.00	195.06	View chart
Sfl Corporation Stock (SFL)	0.0	$26k		2.0k	13.16	View chart
Applied Matls Stock (AMAT)	0.0	$26k	+8%	51.00	511.37	View chart
Nucor Corp Stock (NUE)	0.0	$26k		111.00	233.75	View chart
Ford Mtr Stock (F)	0.0	$26k		2.1k	12.06	View chart
Citigroup Stock (C)	0.0	$26k	+4%	200.00	129.48	View chart
Nextera Energy Stock (NEE)	0.0	$26k	+4%	339.00	75.68	View chart
Norwegian Cruise Line Hldgs Lt Stock (NCLH)	0.0	$26k		1.7k	14.66	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$25k		312.00	81.20	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.0	$25k		109.00	231.17	View chart
Integra Lifesciences Hldgs Cp Stock (IART)	0.0	$25k		1.5k	16.28	View chart
Strategy Inc Series A Perp Pf Convertible Preferred (STRK)	0.0	$25k	+2%	336.00	74.09	View chart
Ebay Stock (EBAY)	0.0	$25k		234.00	106.05	View chart
Himax Technologies Adr (HIMX)	0.0	$25k		1.8k	14.07	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$25k	+4%	47.00	522.81	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.0	$24k		221.00	110.32	View chart
Okta Inc Cl A Stock (OKTA)	0.0	$24k		116.00	209.11	View chart
Entergy Corp Stock (ETR)	0.0	$24k		240.00	99.26	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$24k		103.00	228.11	View chart
Genuine Parts Stock (GPC)	0.0	$23k		186.00	125.74	View chart
General Mills Stock (GIS)	0.0	$23k		721.00	32.16	View chart
Principal Financial Group Stock (PFG)	0.0	$23k		207.00	111.96	View chart
Vanguard Short Duration Tax-exempt Bond Etf Etf (VSDM)	0.0	$23k		307.00	74.38	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$22k		136.00	160.74	View chart
Analog Devices Stock (ADI)	0.0	$22k	+3%	55.00	396.71	View chart
Home Depot Stock (HD)	0.0	$22k	+100%	76.00	284.49	View chart
Palo Alto Networks Stock (PANW)	0.0	$22k	+10%	54.00	397.31	View chart
Bitmine Immersion Techs Stock (BMNR)	0.0	$21k		804.00	26.44	View chart
Realty Income Corp Reit (O)	0.0	$21k	-2%	391.00	54.30	View chart
Adobe Stock (ADBE)	0.0	$21k	-9%	88.00	239.94	View chart
Kla Corp Stock (KLAC)	0.0	$21k	+10%	108.00	194.93	View chart
Orrstown Finl Svcs Stock (ORRF)	0.0	$21k		515.00	40.58	View chart
Oneok Stock	0.0	$21k	NEW	245.00	85.27	View chart
Unitedhealth Group Stock (UNH)	0.0	$21k	+5%	56.00	367.07	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$20k		253.00	79.14	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.0	$20k		177.00	112.67	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$20k	NEW	80.00	247.93	View chart
Linde Stock (LIN)	0.0	$20k	-4%	41.00	474.66	View chart

Past Filings by Planning Strategies

SEC 13F filings are viewable for Planning Strategies going back to 2026

Planning Strategies 2026 Q3 filed Oct. 2, 2026
Planning Strategies 2026 Q2 filed July 27, 2026

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