Planning Alternatives Ltd. ETF holdings
Birmingham, MI
Reported $838.8M in 40 ETFs in its Form 13F for June 30, 2026.
ETF value
$838.8M
ETFs held
40
Change from prior quarter
+18.1%
With price moves
ETFs as a share of its 13F
89.9%
of $932.6M
Top 10 of 40 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $311.5M | 415,929 | +340 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $121.4M | 751,352 | +6,943 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $100.8M | 1,307,580 | +7,827 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $89.1M | 1,250,803 | +10,599 shares |
| IJR | iShares Core S&P Small-Cap ETF | $52.5M | 354,167 | +1,463 shares |
| IDMO | Invesco S&P International Developed Momentum ETF | $30.4M | 503,718 | +20,740 shares |
| XCEM | Columbia EM Core ex-China ETF | $20.7M | 391,645 | +6,612 shares |
| VUG | Vanguard Morningstar Growth ETF | $18.5M | 214,634 | +178,530 shares |
| SCHF | Schwab International Equity ETF | $18.3M | 659,973 | −7,301 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $12.0M | 16,006 | −359 shares |
30 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) 0000712011. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Planning Alternatives Ltd. own?
Planning Alternatives Ltd. reported 40 ETF positions worth $838.8M in its Form 13F for June 30, 2026. The largest was IVV, at $311.5M.
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.