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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 4 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USTB VICTORY PORTFOLIOS II 6,935.0 $353K 0.18% NEW $50.84 -0.5%
62 WSFS WSFS FINL CORP Financial Services 6,195.0 $342K 0.17% NEW $55.24 +30.2%
63 PAVE GLOBAL X FDS 7,027.0 $336K 0.17% NEW $47.79 +18.7%
64 DE DEERE & CO Industrials 714.0 $332K 0.17% NEW $465.64 +13.7%
65 HD HOME DEPOT INC Consumer Cyclical 949.0 $327K 0.17% NEW $344.24 -7.6%
66 BA BOEING CO Industrials 1,455.0 $316K 0.16% NEW $217.18 +3.3%
67 IBM INTERNATIONAL BUSINESS MACHS Technology 1,050.0 $311K 0.16% NEW $296.26 -13.8%
68 DELL DELL TECHNOLOGIES INC Technology 2,438.0 $307K 0.15% NEW $125.90 +142.3%
69 VYM VANGUARD WHITEHALL FDS 2,062.0 $296K 0.15% NEW $143.55 +10.3%
70 BIV VANGUARD BD INDEX FDS 3,752.0 $292K 0.15% NEW $77.87 -1.6%
71 FDVV FIDELITY COVINGTON TRUST 5,103.0 $289K 0.15% NEW $56.69 +7.3%
72 COST COSTCO WHSL CORP NEW Consumer Defensive 334.0 $288K 0.14% NEW $862.96 +16.3%
73 LOW LOWES COS INC Consumer Cyclical 1,191.0 $287K 0.14% NEW $241.25 -10.1%
74 FIGB FIDELITY MERRIMACK STR TR 6,578.0 $286K 0.14% NEW $43.43 -1.3%
75 ITOT ISHARES TR 1,899.0 $282K 0.14% NEW $148.68 +10.3%
76 VWO VANGUARD INTL EQUITY INDEX F 5,082.0 $273K 0.14% NEW $53.76 +12.1%
77 CAT CATERPILLAR INC Industrials 471.0 $270K 0.14% NEW $572.68 +58.9%
78 IVV ISHARES TR 389.0 $267K 0.13% NEW $685.43 +10.0%
79 BERKSHIRE HATHAWAY INC DEL 524.0 $263K 0.13% NEW $502.65
80 PLTR PALANTIR TECHNOLOGIES INC Technology 1,475.0 $262K 0.13% NEW $177.75 -25.5%
Page 4 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%