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Planning Strategies

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

Central Index Key (CIK): 0002139665

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Positions held by Planning Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Planning Strategies

Planning Strategies holds 1065 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Planning Strategies has 1065 total positions. Only the first 250 positions are shown.

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Download the Planning Strategies June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Russell 1000 Growth Etf Etf (VONG)	16.4	$26M	206k	127.81	View chart
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)	10.0	$16M	394k	40.59	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	9.7	$16M	205k	75.79	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	6.4	$10M	207k	49.55	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	3.5	$5.6M	137k	41.10	View chart
Vanguard S&p 500 Etf Etf (VOO)	2.8	$4.4M	6.4k	686.84	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	2.7	$4.3M	54k	79.03	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	2.5	$3.9M	63k	62.20	View chart
Invesco S&p 100 Equal Weight Etf Etf (EQWL)	2.4	$3.9M	30k	129.02	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	2.3	$3.6M	44k	82.65	View chart
Nvidia Corporation Stock (NVDA)	2.3	$3.6M	18k	200.09	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.1	$3.4M	33k	102.30	View chart
Apple Stock (AAPL)	1.9	$3.1M	11k	289.36	View chart
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)	1.9	$3.1M	39k	78.03	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	1.6	$2.6M	12k	219.43	View chart
Enterprise Prods Partners Stock (EPD)	1.6	$2.5M	68k	36.76	View chart
Cohen & Steers Real Estate Active Etf Etf (CSRE)	1.4	$2.2M	79k	28.38	View chart
Vanguard Small-cap Etf Etf (VB)	1.1	$1.8M	5.9k	303.12	View chart
Vanguard Mid-cap Etf Etf (VO)	1.1	$1.8M	22k	80.57	View chart
Microsoft Corp Stock (MSFT)	0.9	$1.5M	4.1k	373.06	View chart
International Business Machs Stock (IBM)	0.9	$1.4M	5.0k	281.21	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.8	$1.4M	24k	57.67	View chart
Ishares U.s. Smallcap Equity Factor Etf Etf (SMLF)	0.8	$1.3M	15k	89.14	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.7	$1.2M	43k	27.41	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.7	$1.1M	19k	58.20	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.7	$1.1M	14k	73.66	View chart
Virtus Reaves Utilities Etf Etf (UTES)	0.7	$1.1M	13k	81.74	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$1.0M	1.3k	748.89	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$861k	1.7k	500.39	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.5	$834k	2.3k	370.01	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$796k	1.1k	736.58	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.5	$790k	10k	77.91	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.5	$750k	7.8k	96.46	View chart
Amazon Stock (AMZN)	0.5	$747k	3.1k	238.34	View chart
Vanguard Materials Etf Etf (VAW)	0.5	$733k	3.2k	228.79	View chart
Exxonmobil Holdings Corp Stock	0.5	$722k	5.3k	136.71	View chart
Vanguard Value Etf Etf (VTV)	0.4	$657k	3.0k	217.93	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$623k	1.1k	563.45	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.4	$578k	6.4k	90.60	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	0.4	$574k	14k	41.63	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$488k	1.4k	353.39	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.3	$487k	9.1k	53.33	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.3	$474k	1.3k	365.70	View chart
Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL)	0.3	$460k	10k	45.07	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$417k	13k	31.71	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.3	$406k	6.0k	67.56	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$394k	1.1k	357.35	View chart
Vanguard Energy Etf Etf (VDE)	0.2	$384k	2.6k	150.13	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.2	$369k	14k	26.52	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$333k	2.1k	158.02	View chart
State Street Spdr S&p North American Natural Resources Etf Etf (NANR)	0.2	$332k	4.4k	75.50	View chart
Vanguard Financials Etf Etf (VFH)	0.2	$325k	2.5k	131.60	View chart
Johnson & Johnson Stock (JNJ)	0.2	$317k	1.2k	253.97	View chart
Broadcom Stock (AVGO)	0.2	$317k	838.00	377.65	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$316k	1.5k	212.77	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$303k	1.3k	242.42	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$262k	800.00	327.20	View chart
Abbvie Stock (ABBV)	0.2	$252k	1.0k	251.64	View chart
Invesco Kbw Bank Etf Etf (KBWB)	0.2	$245k	2.6k	92.98	View chart
Advanced Micro Devices Stock (AMD)	0.2	$245k	421.00	580.91	View chart
Invesco S&p 500 Equal Weight Materials Etf Etf (RSPM)	0.1	$233k	6.0k	38.64	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$231k	3.9k	59.69	View chart
Tesla Stock (TSLA)	0.1	$229k	545.00	420.60	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$223k	298.00	746.77	View chart
Philip Morris Intl Stock (PM)	0.1	$212k	1.2k	180.91	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$208k	1.3k	156.30	View chart
Ge Aerospace Stock (GE)	0.1	$200k	534.00	373.73	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.1	$192k	6.1k	31.73	View chart
Chevron Corporation Stock (CVX)	0.1	$182k	1.1k	165.71	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	0.1	$172k	4.3k	39.47	View chart
Allstate Corp Stock (ALL)	0.1	$168k	704.00	237.94	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$163k	4.9k	33.29	View chart
Mckesson Corp Stock (MCK)	0.1	$163k	216.00	755.60	View chart
Tanger Reit (SKT)	0.1	$162k	4.1k	39.47	View chart
Wells Fargo & Co Stock (WFC)	0.1	$158k	1.9k	82.64	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.1	$157k	3.1k	50.83	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$157k	363.00	431.57	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$156k	1.6k	96.58	View chart
Global X Uranium Etf Etf (URA)	0.1	$151k	3.5k	43.70	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$149k	2.9k	50.39	View chart
Cisco Sys Stock (CSCO)	0.1	$147k	1.3k	117.46	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$147k	1.6k	90.79	View chart
Rtx Corporation Stock (RTX)	0.1	$143k	753.00	189.74	View chart
Disney Walt Stock (DIS)	0.1	$142k	1.5k	96.25	View chart
Hershey Stock (HSY)	0.1	$140k	796.00	175.45	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$139k	1.6k	85.49	View chart
Western Midstream Partners Lp Com Unit Lp Int Stock (WES)	0.1	$138k	3.2k	43.77	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$134k	3.2k	41.82	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.1	$127k	2.5k	50.61	View chart
Mcdonalds Corp Stock (MCD)	0.1	$127k	470.00	270.31	View chart
Guidewire Software Stock (GWRE)	0.1	$120k	971.00	123.05	View chart
Usa Rare Earth Stock (USAR)	0.1	$117k	5.4k	21.58	View chart
Howmet Aerospace Stock (HWM)	0.1	$115k	429.00	268.86	View chart
Verizon Communications Stock (VZ)	0.1	$112k	2.6k	42.34	View chart
Micron Technology Stock (MU)	0.1	$111k	96.00	1154.29	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.1	$110k	2.2k	50.38	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$106k	1.2k	87.88	View chart
Air Products And Chemicals Stock (APD)	0.1	$104k	355.00	293.18	View chart
Walmart Stock (WMT)	0.1	$98k	862.00	113.26	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$94k	760.00	124.17	View chart
Lamar Advertising Co Cl A Reit (LAMR)	0.1	$94k	605.00	155.98	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$94k	945.00	98.98	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$93k	142.00	655.89	View chart
Coca Cola Stock (KO)	0.1	$92k	1.1k	81.27	View chart
Dominion Energy Stock (D)	0.1	$91k	1.3k	68.29	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.1	$91k	313.00	290.62	View chart
Guinness Atkinson Dividend Builder Etf Etf (DIVS)	0.1	$90k	2.8k	32.79	View chart
Uscf Midstream Energy Income Fund Etf Etf (UMI)	0.1	$89k	1.5k	58.84	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.1	$89k	1.5k	60.71	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$88k	395.00	222.88	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$87k	1.0k	83.75	View chart
Carnival Corp Ltd Common Shares Stock (CCL)	0.1	$87k	3.0k	28.57	View chart
Shift4 Pmts Inc Cl A Stock (FOUR)	0.1	$85k	1.7k	48.64	View chart
Truist Finl Corp Stock (TFC)	0.1	$84k	1.7k	49.82	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$84k	721.00	116.67	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$83k	696.00	119.52	View chart
Duke Energy Corp Stock (DUK)	0.1	$83k	653.00	126.58	View chart
Procter & Gamble Stock (PG)	0.1	$83k	563.00	146.64	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$83k	335.00	246.22	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$82k	1.6k	51.78	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$80k	3.1k	25.52	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$78k	1.4k	57.62	View chart
General Dynamics Corp Stock (GD)	0.0	$78k	219.00	354.24	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$76k	706.00	107.50	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$75k	981.00	76.70	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$74k	3.9k	19.12	View chart
Altria Group Stock (MO)	0.0	$71k	984.00	71.95	View chart
Pfizer Stock (PFE)	0.0	$69k	2.9k	24.08	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$69k	2.0k	34.81	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$68k	2.0k	33.84	View chart
Ppl Corp Stock (PPL)	0.0	$68k	1.9k	36.35	View chart
Williams Cos Stock (WMB)	0.0	$68k	912.00	74.34	View chart
Snowflake Stock (SNOW)	0.0	$68k	266.00	254.50	View chart
Cameco Corp Stock (CCJ)	0.0	$66k	650.00	101.86	View chart
Dte Energy Stock (DTE)	0.0	$65k	429.00	152.37	View chart
Boeing Stock (BA)	0.0	$64k	297.00	216.47	View chart
Super Micro Computer Stock (SMCI)	0.0	$64k	2.2k	29.33	View chart
Southern Stock (SO)	0.0	$63k	654.00	95.71	View chart
Caterpillar Stock (CAT)	0.0	$62k	58.00	1064.90	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$62k	864.00	71.25	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$59k	799.00	73.41	View chart
Amgen Stock (AMGN)	0.0	$58k	159.00	362.12	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$57k	1.3k	44.38	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.0	$57k	1.1k	50.58	View chart
Invesco S&p International Developed Momentum Etf Etf (IDMO)	0.0	$56k	935.00	60.32	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.0	$56k	548.00	101.31	View chart
Welltower Reit (WELL)	0.0	$55k	241.00	226.97	View chart
Merck & Co Stock (MRK)	0.0	$53k	411.00	128.50	View chart
Rocket Lab Corp Stock (RKLB)	0.0	$53k	517.00	101.65	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$51k	1.1k	45.52	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$51k	1.1k	44.03	View chart
Eli Lilly & Co Stock (LLY)	0.0	$50k	42.00	1199.43	View chart
Woodward Stock (WWD)	0.0	$50k	118.00	425.44	View chart
Ge Vernova Stock (GEV)	0.0	$50k	43.00	1161.60	View chart
Evergy Stock (EVRG)	0.0	$49k	569.00	86.43	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.0	$49k	381.00	127.76	View chart
Enbridge Stock (ENB)	0.0	$48k	889.00	54.21	View chart
Ugi Corp Stock (UGI)	0.0	$47k	1.4k	34.54	View chart
Qualcomm Stock (QCOM)	0.0	$47k	253.00	184.79	View chart
Metlife Stock (MET)	0.0	$46k	547.00	84.61	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$46k	809.00	56.98	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.0	$46k	433.00	105.16	View chart
Oracle Corp Stock (ORCL)	0.0	$45k	304.00	146.55	View chart
At&t Stock (T)	0.0	$44k	2.1k	20.70	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.0	$44k	471.00	93.63	View chart
Sun Life Financial Stock (SLF)	0.0	$44k	560.00	78.42	View chart
Texas Instrs Stock (TXN)	0.0	$44k	147.00	298.07	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$44k	756.00	57.84	View chart
Sandisk Corp Stock (SNDK)	0.0	$43k	19.00	2273.74	View chart
Eaton Vance Mortgage Opportunities Etf Etf (EVMO)	0.0	$43k	863.00	50.01	View chart
Pinnacle West Cap Corp Stock (PNW)	0.0	$43k	397.00	107.00	View chart
Blackrock Stock (BLK)	0.0	$41k	43.00	961.56	View chart
Emerson Elec Stock (EMR)	0.0	$40k	281.00	143.15	View chart
Madison Square Grdn Sprt Corp Cl A Stock (MSGS)	0.0	$40k	100.00	401.84	View chart
American Tower Corp Reit (AMT)	0.0	$40k	242.00	163.57	View chart
3M Stock (MMM)	0.0	$39k	242.00	161.91	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$39k	896.00	43.30	View chart
Graco Stock (GGG)	0.0	$38k	504.00	75.61	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$38k	1.4k	27.70	View chart
Norwegian Cruise Line Hldgs Lt Stock (NCLH)	0.0	$37k	1.8k	21.11	View chart
Honeywell Intl Stock (HON)	0.0	$37k	166.00	223.90	View chart
New Jersey Res Corp Stock (NJR)	0.0	$37k	661.00	56.04	View chart
Honeywell Aerospace Stock (HONA)	0.0	$37k	166.00	221.08	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$37k	475.00	77.11	View chart
Pepsico Stock (PEP)	0.0	$36k	267.00	135.40	View chart
Lam Research Corp Stock (LRCX)	0.0	$36k	83.00	433.33	View chart
Royal Caribbean Group Stock (RCL)	0.0	$35k	111.00	317.53	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$35k	196.00	176.76	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.0	$34k	202.00	170.05	View chart
Constellation Energy Corp Stock (CEG)	0.0	$34k	138.00	248.37	View chart
Applied Matls Stock (AMAT)	0.0	$34k	47.00	723.00	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$34k	138.00	246.21	View chart
Fidelity Natl Information Svcs Stock (FIS)	0.0	$33k	857.00	38.88	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.0	$33k	635.00	52.34	View chart
Visa Inc Com Cl A Stock (V)	0.0	$33k	96.00	343.09	View chart
Intel Corp Stock (INTC)	0.0	$33k	235.00	139.63	View chart
Ishares Esg Aware 40/60 Moderate Allocation Etf Etf (EAOM)	0.0	$33k	1.0k	31.46	View chart
Cheniere Energy Stock (LNG)	0.0	$32k	133.00	239.01	View chart
Dt Midstream Stock (DTM)	0.0	$32k	216.00	146.74	View chart
State Street Spdr S&p 1500 Value Tilt Etf Etf (VLU)	0.0	$31k	131.00	237.40	View chart
Fulton Finl Corp Pa Stock (FULT)	0.0	$30k	1.2k	24.19	View chart
Kla Corp Stock (KLAC)	0.0	$30k	98.00	301.71	View chart
Ford Mtr Stock (F)	0.0	$30k	2.1k	13.90	View chart
Nextera Energy Stock (NEE)	0.0	$28k	324.00	87.79	View chart
American Wtr Wks Stock (AWK)	0.0	$28k	210.00	131.58	View chart
Integra Lifesciences Hldgs Cp Stock (IART)	0.0	$28k	1.5k	17.96	View chart
Entergy Corp Stock (ETR)	0.0	$28k	240.00	114.86	View chart
Capital One Finl Corp Stock (COF)	0.0	$27k	134.00	200.62	View chart
Morgan Stanley Stock (MS)	0.0	$27k	129.00	208.33	View chart
Himax Technologies Adr (HIMX)	0.0	$27k	1.8k	15.34	View chart
Citigroup Stock (C)	0.0	$27k	191.00	139.96	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$27k	109.00	242.86	View chart
Ebay Stock (EBAY)	0.0	$26k	232.00	111.75	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$26k	312.00	82.11	View chart
General Mills Stock (GIS)	0.0	$26k	734.00	34.80	View chart
Realty Income Corp Reit (O)	0.0	$25k	400.00	61.96	View chart
Terawulf Stock (WULF)	0.0	$25k	1.0k	24.70	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.0	$24k	221.00	110.35	View chart
Nucor Corp Stock (NUE)	0.0	$24k	109.00	222.75	View chart
Cintas Corp Stock (CTAS)	0.0	$24k	142.00	170.08	View chart
Edison Intl Stock (EIX)	0.0	$24k	322.00	74.45	View chart
Rio Tinto Adr (RIO)	0.0	$24k	250.00	94.93	View chart
Vanguard Short Duration Tax-exempt Bond Etf Etf (VSDM)	0.0	$24k	307.00	76.63	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$23k	102.00	229.57	View chart
Electronic Arts Stock (EA)	0.0	$23k	112.00	205.21	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$23k	44.00	513.59	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$23k	24.00	935.46	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$22k	136.00	164.60	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$22k	45.00	496.73	View chart
Linde Stock (LIN)	0.0	$22k	43.00	518.93	View chart
Principal Financial Group Stock (PFG)	0.0	$22k	206.00	107.78	View chart
Cognex Corp Stock (CGNX)	0.0	$22k	306.00	72.40	View chart
Unitedhealth Group Stock (UNH)	0.0	$22k	53.00	415.62	View chart
Genuine Parts Stock (GPC)	0.0	$22k	186.00	117.98	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.0	$22k	177.00	121.45	View chart
Oneok Stock (OKE)	0.0	$21k	246.00	86.94	View chart
Analog Devices Stock (ADI)	0.0	$21k	53.00	397.17	View chart
Orrstown Finl Svcs Stock (ORRF)	0.0	$21k	515.00	40.83	View chart
Salesforce Stock (CRM)	0.0	$21k	132.00	156.66	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$21k	60.00	342.83	View chart
Sfl Corporation Stock (SFL)	0.0	$20k	2.0k	10.20	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$20k	785.00	25.95	View chart
State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.0	$20k	764.00	26.23	View chart
Adobe Stock (ADBE)	0.0	$20k	97.00	205.02	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$20k	169.00	117.45	View chart
Equity Residential Sh Ben Int Reit (EQR)	0.0	$20k	287.00	67.93	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$19k	253.00	76.55	View chart
Strategy Inc Series A Perp Pf Convertible Preferred (STRK)	0.0	$19k	327.00	58.83	View chart
Goldman Sachs Group Stock (GS)	0.0	$19k	19.00	1011.37	View chart
Illumina Stock (ILMN)	0.0	$19k	109.00	175.83	View chart

Past Filings by Planning Strategies

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

Planning Strategies 2026 Q2 filed July 27, 2026

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