Planning Strategies Inc.
CIK 2139665 · Holdings on Jun 30, 2026 · First reported Jul 27, 2026
Top ten holdings
Q2 2026- VONG16.43%
- LVHI10.00%
- DGRO9.73%
- IQLT6.41%
- TCAF3.52%
- VOO2.76%
- VCSH2.66%
- COWZ2.46%
- EQWL2.44%
- VCIT2.28%
Share classes counted separately58.69%
Portfolio value by quarter
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VONGVANGUARD RUSSELL 1000 GROWTHETF View history and evidence | $26.27M | 16.43% | 205.54K shares | Prior unavailable — | — | ↗▾ |
| 02 | LVHIFRANKLIN INTERNATIONAL LOW VETF View history and evidence | $16.00M | 10.00% | 394.12K shares | Prior unavailable — | — | ↗▾ |
| 03 | DGROISHARES CORE DIVIDEND GROWTHETF View history and evidence | $15.56M | 9.73% | 205.36K shares | Prior unavailable — | — | ↗▾ |
| 04 | IQLTISHARES MSCI INTERNATIONAL QETF View history and evidence | $10.26M | 6.41% | 206.97K shares | Prior unavailable — | — | ↗▾ |
| 05 | TCAFT ROWE PRC CAP APPRECIATIONETF View history and evidence | $5.62M | 3.52% | 136.76K shares | Prior unavailable — | — | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $4.42M | 2.76% | 6.44K shares | Prior unavailable — | — | ↗▾ |
| 07 | VCSHVANGUARD S/T CORP BOND ETFETF View history and evidence | $4.26M | 2.66% | 53.90K shares | Prior unavailable — | — | ↗▾ |
| 08 | COWZPACER US CASH COWS 100 ETFETF View history and evidence | $3.93M | 2.46% | 63.24K shares | Prior unavailable — | — | ↗▾ |
| 09 | EQWLINVESCO S&P 100 EQUAL WEIGHTETF View history and evidence | $3.90M | 2.44% | 30.22K shares | Prior unavailable — | — | ↗▾ |
| 10 | VCITVANGUARD INT-TERM CORPORATEETF View history and evidence | $3.64M | 2.28% | 44.02K shares | Prior unavailable — | — | ↗▾ |
Options overlay 3
$418.24K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
METAMETA PLATFORMS INC-CLASS AStock View history and evidence | Call | 300 | $168.99K | — | ▾ |
MSFTMICROSOFT CORPStock View history and evidence | Call | 400 | $149.21K | — | ▾ |
NVDANVIDIA CORPStock View history and evidence | Call | 500 | $100.05K | — | ▾ |
3 / 3 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2139665 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 160326
}Research all 1,068 reported holdings.
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