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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
Page 3 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ITA ISHARES TR 3,262.0 $713K 0.36% +2K +86.2% $218.72 +5.5%
42 XOM EXXON MOBIL CORP Energy 4,196.0 $712K 0.36% $169.65 -12.6%
43 CEG CONSTELLATION ENERGY CORP Utilities 2,547.0 $711K 0.36% +274.0 +12.1% $279.25 +2.7%
44 COHR COHERENT CORP Technology 2,900.0 $691K 0.35% +100.0 +3.6% $238.21 +61.3%
45 RSPS INVESCO EXCHANGE TRADED FD T 21,610.0 $637K 0.32% -1K -6.5% $29.50 +2.1%
46 VTEB VANGUARD MUN BD FDS 12,640.0 $631K 0.32% -6K -31.9% $49.89 +0.6%
47 COIN COINBASE GLOBAL INC Financial Services 3,528.0 $616K 0.31% +100.0 +2.9% $174.61 +0.6%
48 XLU SELECT SECTOR SPDR TR 12,914.0 $593K 0.30% +450.0 +3.6% $45.89 -1.9%
49 IWD ISHARES TR 2,756.0 $589K 0.30% NEW $213.71 +11.4%
50 IYH ISHARES TR 8,792.0 $542K 0.27% -1K -12.1% $61.64 +1.6%
51 GOOGL ALPHABET INC Communication Services 1,685.0 $485K 0.24% -50.0 -2.9% $287.57 +36.1%
52 VXUS VANGUARD STAR FDS 6,158.0 $475K 0.24% $77.11 +11.4%
53 USMV ISHARES TR 4,730.0 $439K 0.22% -92.0 -1.9% $92.75 +3.8%
54 MCD MCDONALDS CORP Consumer Cyclical 1,383.0 $430K 0.22% -24.0 -1.7% $310.79 -9.5%
55 WSFS WSFS FINL CORP Financial Services 6,525.0 $427K 0.22% +330.0 +5.3% $65.46 +10.0%
56 FVD FIRST TR EXCHANGE-TRADED FD 8,966.0 $422K 0.21% -64.0 -0.7% $47.03 +1.6%
57 VBK VANGUARD INDEX FDS 1,358.0 $410K 0.21% +26.0 +1.9% $302.24 +16.6%
58 SPY STATE STR SPDR S&P 500 ETF T Financial Services 626.0 $407K 0.21% -36.0 -5.4% $650.68 +15.4%
59 DE DEERE & CO Industrials 716.0 $403K 0.20% $563.38 -6.0%
60 DELL DELL TECHNOLOGIES INC Technology 2,448.0 $402K 0.20% $164.15 +87.9%
Page 3 of 6  ·  106 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 63.3%
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%