Planning Directions Inc Q2 2026 Portfolio Activity: Significant ETF Purchases and Select Sales Observed

Planning Directions Inc's portfolio activity for the quarter ending June 30, 2026 (Q2 2026), reveals a pattern of strategic adjustments focused on Exchange-Traded Funds (ETFs). The firm increased its stake in several funds while reducing holdings in others.

Among the most notable purchases during this period was a substantial increase in J P MORGAN EXCHANGE TRADED F ETF, identified by symbol JPIE. The fund's holdings grew significantly by 45.63%, indicating strong confidence in this specific investment vehicle.

Another significant addition was VANGUARD INDEX FDS (VUG), symbol VUG. Planning Directions Inc boosted its position by an impressive 489.24%, suggesting a major strategic shift towards this fund.

Additionally, the investor showed strong interest in VANGUARD WORLD FD (MGV), symbol MGV, increasing its allocation by 6.17%. They also increased their position in VANGUARD INDEX FDS, symbol VOT (formerly MGV), by a smaller percentage of -6.17%.

The firm maintained its significant allocation to APPLE INC stock (AAPL) at 4.54%, though it saw a slight reduction in shares (-20.98%). Furthermore, they increased their stake in ISHARES TR (IVE), symbol IVE, by 8.69%.

On the other side of its investment strategy, Planning Directions Inc reduced its position in SCHWAB STRATEGIC TR ETF (SCHD), symbol SCHD, by 5.31%. Similarly, the investor decreased holdings of VANGUARD BD INDEX FDS (BSV), symbol BSV (-24.57%), and Vanguard Total Bond Market ETF (BNDW) was also sold, though specific details for BNDW are not provided in the changed holdings data.

In summary, Planning Directions Inc's Q2 2026 activity highlights a continued focus on diversified exchange-traded funds. The quarter featured significant new purchases across several Vanguard and iShares ETFs alongside modest reductions or exits from certain other ETF positions like SCHD and BSV.