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Planned Solutions, Inc.

CIK:0001831332
Investment Adviser
$0 AUM
123 holdings
Folsom, CA, US
Founded:1988
plannedsolutions.com
Latest filing:Jun 30, 2025

Planned Solutions, Inc. is a SEC-registered investment adviser providing custom portfolios, tax preparation, retirement planning, investment advice, and comprehensive risk management. They offer guidance for individuals, families, and entrepreneurs seeking financial stability and growth, emphasizing strategic investment management, tax efficiency, and retirement solutions. Their process includes personalized financial planning, ongoing monitoring, and adjustments as needed.

Investment Strategy

Customized portfolios based on client goals, comprehensive tax and retirement planning, risk management, and investment strategies designed to help clients grow and protect their wealth.

Latest 13F Filing Activity

Planned Solutions, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 122 equity positions and 1 options positions with a total 13F market value of $263M. The fund increased holdings in Ishares Msci USA Quality Garp Etf, Ishares S&P 500 Growth Etf, Vanguard 0-3 Month Treasury Bill Etf among other positions. Planned Solutions, Inc. reduced exposure to Invesco S&P 500 Garp Etf, PIMCO Enhanced Short Maturity Active Exchange-traded Fund, Ishares 0-3 Month Treasury Bond Etf among others.

Top Buys
G
GARPISHARES MSCI USA QUALITY GARP ETF
+$13.7M
I
IVWISHARES S&P 500 GROWTH ETF
+$10.3M
V
VBILVANGUARD 0-3 MONTH TREASURY BILL ETF
+$5.0M
I
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$3.6M
M
MOATVANECK MORNINGSTAR WIDE MOAT ETF
+$2.2M
Top Sells
S
SPGPINVESCO S&P 500 GARP ETF
-$8.6M
M
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$5.3M
S
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
-$3.7M
J
JVALJP MORGAN US VALUE FACTOR ETF
-$3.5M
Q
QQQINVESCO QQQ TRUST SERIES I
-$2.8M

Top Holdings

M
MOATVANECK MORNINGSTAR WIDE MOAT ETF
+10.8%$28.5M
F
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+9.9%$26.1M
I
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+8.4%$22.1M
J
JPIEJPMORGAN INCOME ETF
+8.3%$21.9M
G
GARPISHARES MSCI USA QUALITY GARP ETF
+5.2%$13.7M

Equity Positions (122)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF10.84%$28.5M303,887$76.35$93.79+$2.2M
F
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF9.91%$26.1M1,061,948$19.54$24.54+$868.7K
I
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF8.41%$22.1M163,703$107.07$135.04+$3.6M
J
JPIE
JPMORGAN INCOME ETF8.34%$21.9M473,539$45.35$46.32+$5.0K
G
GARP
ISHARES MSCI USA QUALITY GARP ETF5.20%$13.7M226,228$60.38$60.38+$13.7M

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
I
ITW
ILLINOIS TOOL WKS INC COMSold
Put
$2.5M100$247.25$246.80-30-$751.6K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+2.7%
SEMICONDUCTORS & RELATED DEVICES
+1.9%
ELECTRONIC COMPUTERS
+1.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.7%
GENERAL INDUSTRIAL MACHINERY & EQUIPMENT
+1.6%
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