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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 8 of 54  ·  1,068 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SO SOUTHERN CO COM Utilities 654.0 $63K 0.04% NEW $95.71 -7.9%
142 CAT CATERPILLAR INC COM Industrials 58.0 $62K 0.04% NEW $1064.90 -23.6%
143 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 864.0 $62K 0.04% NEW $71.25 +3.5%
144 BND VANGUARD TOTAL BOND MARKET ETF 799.0 $59K 0.04% NEW $73.41 -2.0%
145 AMGN AMGEN INC COM Healthcare 159.0 $58K 0.04% NEW $362.12 +20.7%
146 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 1,285.0 $57K 0.04% NEW $44.38 +3.0%
147 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 1,127.0 $57K 0.04% NEW $50.58 -0.3%
148 IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 935.0 $56K 0.04% NEW $60.32 +5.2%
149 VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 548.0 $56K 0.04% NEW $101.31 -0.9%
150 WELL WELLTOWER INC COM Real Estate 241.0 $55K 0.03% NEW $226.97 +4.1%
151 MRK MERCK & CO INC COM Healthcare 411.0 $53K 0.03% NEW $128.50 +17.0%
152 RKLB ROCKET LAB CORP COM Industrials 517.0 $53K 0.03% NEW $101.65 -36.8%
153 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 1,125.0 $51K 0.03% NEW $45.52 +35.6%
154 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 1,147.0 $51K 0.03% NEW $44.03 -0.2%
155 LLY ELI LILLY & CO COM Healthcare 42.0 $50K 0.03% NEW $1199.43 -4.3%
156 WWD WOODWARD INC COM Industrials 118.0 $50K 0.03% NEW $425.44 -18.6%
157 GEV GE VERNOVA INC COM Utilities 43.0 $50K 0.03% NEW $1161.60 -18.9%
158 EVRG EVERGY INC COM Utilities 569.0 $49K 0.03% NEW $86.43 -5.7%
159 RWL INVESCO S&P 500 REVENUE ETF 381.0 $49K 0.03% NEW $127.76 +5.6%
160 ENB ENBRIDGE INC COM Energy 889.0 $48K 0.03% NEW $54.21 -7.6%
Page 8 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%