Planned Solutions Inc Investment Activity in Q3 2026
Planned Solutions Inc, as of June 30th, 2026, has shown notable changes in its portfolio holdings with specific increases and decreases observed across various sectors.
As of June 30, 2026, Planned Solutions Inc's investment strategy resulted in a portfolio value of $312.29 million.
The investor has demonstrated activity in several key holdings during this quarter:
- ITOT allocation increased by 4.71%, suggesting confidence in broad US market exposure.
- JPIE saw a modest increase of 2.05% in its portfolio weight, indicating potential interest in income-generating assets through this fund.
- BIV was a significant new purchase for the investor. The allocation jumped to 1.76% with an impressive share increase of 16.41%, suggesting a strategic move into intermediate-term bonds.
- FNDX allocation decreased slightly by 0.9% from its previous period level, showing a reduction in exposure to fundamental large-cap US stocks.
- MOTI and RSST were reduced in allocation, with decreases of 0.11% (from -0.93%) and 0.06% (-0.07%), respectively.
In addition to these changes, the investor also adjusted positions within other funds:
- VUG allocation increased from a negligible 0.16% (previously not listed in top holdings) to its current level, indicating interest in US small-cap growth stocks.
- SCHB allocation also saw a rise from 0.16% (previously not listed in top holdings) to its current level, reflecting increased confidence in broad US market exposure.
- DFAU allocation was newly added at 0.06%, suggesting exploration of Dimensional Fund's approach to the US equity market.
- O, representing Real Estate holdings, was newly added at 0.06%, indicating a diversification into real estate stocks or related REITs.
- IEFA allocation increased from its previous period level, showing continued interest in developed international equities.
The overall portfolio shows a mix of strategic adjustments. While the investor maintained significant exposure to US stocks (including FNDX and ITOT) through funds, there was a notable addition of intermediate-term bonds (BIV). Conversely, exposure to certain international strategies like MOTI and the futures component of RSST was reduced.
The investor's portfolio allocation across sectors remains dominated by 'Unknown' holdings at 82.39%, followed by Technology (6.3%), Financial Services (2.62%), and others like Industrials, Healthcare, Communication Services, Consumer Cyclical, Consumer Defensive, Basic Materials, and Real Estate making up the remaining portion.
For further details on Planned Solutions Inc's holdings or specific stock performance, you can explore their profile at https://www.insiderset.com/institutions/