BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

PLANNING DIRECTIONS INC

· CIK 0000821103
13F Portfolio $198M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 101 New
Page 3 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 5,587.0 $622K 0.31% NEW $111.41 +6.6%
42 GOOGL ALPHABET INC Communication Services 1,735.0 $543K 0.27% NEW $313.02 +25.0%
43 VCIT VANGUARD SCOTTSDALE FDS 6,393.0 $535K 0.27% NEW $83.75 -1.4%
44 XLU SELECT SECTOR SPDR TR 12,464.0 $532K 0.27% NEW $42.69 +5.5%
45 IYW ISHARES TR 2,611.0 $521K 0.26% NEW $199.68 +23.4%
46 COHR COHERENT CORP Technology 2,800.0 $517K 0.26% NEW $184.57 +108.2%
47 XOM EXXON MOBIL CORP Energy 4,204.0 $506K 0.26% NEW $120.35 +23.2%
48 VXUS VANGUARD STAR FDS 6,152.0 $464K 0.23% NEW $75.44 +13.9%
49 USMV ISHARES TR 4,822.0 $454K 0.23% NEW $94.16 +2.2%
50 SPY SPDR S&P 500 ETF TR Financial Services 662.0 $451K 0.23% NEW $681.92 +10.1%
51 MCD MCDONALDS CORP Consumer Cyclical 1,407.0 $430K 0.22% NEW $305.62 -7.9%
52 FVD FIRST TR EXCHANGE-TRADED FD 9,030.0 $416K 0.21% NEW $46.08 +3.7%
53 IYC ISHARES TR 3,978.0 $410K 0.21% NEW $103.13 +0.3%
54 VBK VANGUARD INDEX FDS 1,332.0 $402K 0.20% NEW $302.00 +16.7%
55 PANW PALO ALTO NETWORKS INC Technology 2,170.0 $400K 0.20% NEW $184.20 +34.8%
56 SCHA SCHWAB STRATEGIC TR 13,293.0 $379K 0.19% NEW $28.48 +19.2%
57 ITA ISHARES TR 1,752.0 $376K 0.19% NEW $214.66 +7.5%
58 MGK VANGUARD WORLD FD 891.0 $368K 0.18% NEW $412.58 -78.3%
59 VUSB VANGUARD BD INDEX FDS 7,279.0 $363K 0.18% NEW $49.84 -0.1%
60 IWS ISHARES TR 2,544.0 $359K 0.18% NEW $141.03 +13.4%
Page 3 of 6  ·  101 positions

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 63.8%
Consumer Cyclical 8.8%
Financial Services 7.7%
Consumer Defensive 4.7%
Industrials 4.1%
Utilities 3.6%
Communication Services 3.4%
Healthcare 1.7%
Energy 1.7%
Real Estate 0.5%