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Portfolio (Quarterly) Guide ↗

PLANNING DIRECTIONS INC

· CIK 0000821103
13F Portfolio $198M AUM 106 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 42 Added 33 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVE ISHARES TR 105,962.0 $22.4M 11.32% NEW $211.15 +8.1%
2 JPIE J P MORGAN EXCHANGE TRADED F 229,934.0 $10.6M 5.36% NEW $46.07 -0.1%
3 ISTB ISHARES TR 95,634.0 $4.6M 2.35% NEW $48.46 -0.4%
4 IWD ISHARES TR 2,756.0 $589K 0.30% NEW $213.71 +11.3%
5 PPA INVESCO EXCHANGE TRADED FD T 1,809.0 $300K 0.15% NEW $165.69 +4.7%
6 IJH ISHARES TR 3,333.0 $225K 0.11% NEW $67.53 +10.1%
7 EXC EXELON CORP Utilities 4,420.0 $217K 0.11% NEW $49.02 -5.9%
8 JNJ JOHNSON & JOHNSON Healthcare 850.0 $208K 0.10% NEW $244.42 -4.8%
9 LOAR LOAR HOLDINGS INC Industrials 3,572.0 $205K 0.10% NEW $57.29 +9.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 63.3%
Consumer Cyclical 8.3%
Financial Services 6.6%
Consumer Defensive 5.4%
Industrials 5.2%
Utilities 4.3%
Energy 2.5%
Healthcare 2.1%
Communication Services 1.7%
Real Estate 0.6%