Planning Strategies Inc. ETF holdings
Lancaster, PA
Reported $133.0M in 178 ETFs in its Form 13F for June 30, 2026.
ETF value
$133.0M
ETFs held
178
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
83.2%
of $159.9M
Top 10 of 178 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VONG | Vanguard Russell 1000 Growth ETF | $26.3M | 205,539 | New position |
| LVHI | Franklin International Low Volatility High Dividend Index ETF | $16.0M | 394,118 | New position |
| DGRO | iShares Core Dividend Growth ETF | $15.6M | 205,356 | New position |
| IQLT | iShares MSCI Intl Quality Factor ETF | $10.3M | 206,966 | New position |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | $5.6M | 136,760 | New position |
| VOO | Vanguard S&P 500 ETF | $4.4M | 6,437 | New position |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $4.3M | 53,903 | New position |
| COWZ | Pacer US Cash Cows 100 ETF | $3.9M | 63,236 | New position |
| EQWL | Invesco S&P 100 Equal Weight ETF | $3.9M | 30,222 | New position |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $3.6M | 44,019 | New position |
168 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) 0002139665. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Planning Strategies Inc. own?
Planning Strategies Inc. reported 178 ETF positions worth $133.0M in its Form 13F for June 30, 2026. The largest was VONG, at $26.3M.
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.