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Portfolio (Quarterly) Guide ↗

Planning Strategies Inc.

· CIK 0002139665
13F Portfolio $160M AUM 1,069 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1068 New
Page 6 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NVDA CALL NVIDIA CORPORATION COM Technology 500.0 $100K 0.06% NEW $200.09 +15.1%
102 WMT WALMART INC COM Consumer Defensive 862.0 $98K 0.06% NEW $113.26 -5.4%
103 IWF ISHARES RUSSELL 1000 GROWTH ETF 760.0 $94K 0.06% NEW $124.17 -0.6%
104 LAMR LAMAR ADVERTISING CO CL A Real Estate 605.0 $94K 0.06% NEW $155.98 -3.3%
105 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 945.0 $94K 0.06% NEW $98.98 -2.0%
106 SMH VANECK SEMICONDUCTOR ETF 142.0 $93K 0.06% NEW $655.89 -13.6%
107 KO COCA COLA CO COM Consumer Defensive 1,130.0 $92K 0.06% NEW $81.27 +8.4%
108 D DOMINION ENERGY INC COM Utilities 1,336.0 $91K 0.06% NEW $68.29 -3.6%
109 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 313.0 $91K 0.06% NEW $290.62 -0.5%
110 DIVS GUINNESS ATKINSON DIVIDEND BUILDER ETF 2,753.0 $90K 0.06% NEW $32.79 +4.9%
111 UMI USCF MIDSTREAM ENERGY INCOME FUND ETF 1,520.0 $89K 0.06% NEW $58.84 +4.2%
112 IHAK ISHARES CYBERSECURITY & TECH ETF 1,465.0 $89K 0.06% NEW $60.71 +3.8%
113 WM WASTE MGMT INC DEL COM Industrials 395.0 $88K 0.06% NEW $222.88 -1.7%
114 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 1,044.0 $87K 0.06% NEW $83.75 +3.2%
115 CARNIVAL CORP LTD COMMON SHARES 3,044.0 $87K 0.05% NEW $28.57
116 FOUR SHIFT4 PMTS INC CL A Technology 1,746.0 $85K 0.05% NEW $48.64 -5.6%
117 TFC TRUIST FINL CORP COM Financial Services 1,690.0 $84K 0.05% NEW $49.82 +3.7%
118 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 721.0 $84K 0.05% NEW $116.67 +49.4%
119 VGT VANGUARD INFORMATION TECHNOLOGY ETF 696.0 $83K 0.05% NEW $119.52 +1.5%
120 DUK DUKE ENERGY CORP NEW COM NEW Utilities 653.0 $83K 0.05% NEW $126.58 -5.0%
Page 6 of 54  ·  1,068 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 50.2%
Financial Services 12.0%
Consumer Cyclical 6.1%
Industrials 6.0%
Healthcare 5.7%
Communication Services 5.5%
Consumer Defensive 3.8%
Utilities 3.6%
Energy 3.3%
Real Estate 2.4%