Planned Solutions, Inc. ETF holdings
Folsom, CA
Reported $286.9M in 61 ETFs in its Form 13F for June 30, 2026.
ETF value
$286.9M
ETFs held
61
Change from prior quarter
+12.7%
With price moves
ETFs as a share of its 13F
82.5%
of $347.6M
Top 10 of 61 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $39.2M | 238,648 | +10,739 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $32.2M | 1,034,102 | −9,365 shares |
| MOAT | VanEck Morningstar Wide Moat ETF | $30.0M | 288,767 | −2,718 shares |
| JPIE | JPMorgan Income ETF | $25.1M | 544,008 | +10,939 shares |
| GARP | iShares MSCI USA Quality GARP ETF | $20.1M | 243,037 | +2,206 shares |
| IVW | iShares S&P 500 Growth ETF | $18.2M | 132,587 | +1,098 shares |
| QQQ | Invesco QQQ Trust | $15.8M | 21,415 | +15 shares |
| IEFA | iShares Core MSCI EAFE ETF | $13.4M | 138,302 | +4,566 shares |
| AVUV | Avantis US Small Cap Value ETF | $9.7M | 78,054 | +278 shares |
| JVAL | JPMorgan U.S. Value Factor ETF | $8.4M | 143,018 | −1,393 shares |
51 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001831332. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Planned Solutions, Inc. own?
Planned Solutions, Inc. reported 61 ETF positions worth $286.9M in its Form 13F for June 30, 2026. The largest was ITOT, at $39.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.