Planning Directions Inc. ETF holdings
Glen Mills, PA
Reported $185.7M in 70 ETFs in its Form 13F for June 30, 2026.
ETF value
$185.7M
ETFs held
70
Change from prior quarter
+9.8%
With price moves
ETFs as a share of its 13F
86.0%
of $215.9M
Top 10 of 70 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVE | iShares S&P 500 Value ETF | $26.2M | 115,172 | +9,210 shares |
| VIG | Vanguard Dividend Appreciation ETF | $16.1M | 67,945 | −1,064 shares |
| JPIE | JPMorgan Income ETF | $15.4M | 334,845 | +104,911 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $14.6M | 459,308 | −25,740 shares |
| UITB | VictoryShares Core Intermediate Bond ETF | $14.2M | 303,886 | +5,195 shares |
| MGV | Vanguard Morningstar Mega Cap Value ETF | $6.8M | 41,638 | −2,738 shares |
| VOT | Vanguard Morningstar Mid-Cap Growth ETF | $6.8M | 22,040 | +1,350 shares |
| VT | Vanguard Total World Stock ETF | $6.0M | 38,436 | −148 shares |
| IJR | iShares Core S&P Small-Cap ETF | $5.7M | 38,614 | +979 shares |
| FLDR | Fidelity Low Duration Bond Factor ETF | $5.5M | 110,473 | −9,436 shares |
60 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) 0000821103. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Planning Directions Inc. own?
Planning Directions Inc. reported 70 ETF positions worth $185.7M in its Form 13F for June 30, 2026. The largest was IVE, at $26.2M.
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.