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Planning Strategies - Q3 2026 13F Filings

PL

Planning Strategies Inc.

CIK: 0002139665
Address: Pennsylvania Lancaster 147 N Shippen St
$168.91 M
Portfolio Value
1158
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/02/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. VONG Vanguard Russell 1000 Growth Etf
+$2.68 M
2. LVHI Franklin International Low Volatility High Dividend Index Etf
+$1.49 M
3. VTV Vanguard Value Etf
+$595,476.58
4. TCAF T Rowe Price Capital Appreciation Equity Etf
+$486,612.13
5. EQWL Invesco S&P 100 Equal Weight Etf
+$475,804.47

Top Sells

Q3 2026
1. KBWB Invesco Kbw Bank Etf
−$244,723
2. IQLT Ishares Msci Intl Quality Factor Etf
−$185,364.31
3. SPSM Spdr Portfolio S&P 600 Small Cap Etf
−$158,794.77
4. USMV Ishares Msci Usa Min Vol Factor Etf
−$118,389.63
5. QUAL Ishares Msci Usa Quality Factor Etf
−$94,671.34

Asset Allocation

Stocks/ETFs
+5.29%
$166.42 M 98.53%
Options
+28.37%
$536,904 0.32%
Debt
+29.41%
$24,894 0.01%
Other
+5.41%
$1.93 M 1.14%

Sector Allocation (Stocks)

Planning Strategies Q3 2026 Filing Summary

Planning Strategies Inc. filed its 13F report for Q3 2026 on October 02, 2026. The portfolio totaled 168.91 M reflecting a +5.35% change from the prior quarter, spanning 1,158 assets. The top 10 holdings comprised 60.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 125 new positions and 40 complete exits.

Report Type

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Planning Strategies’s Q3 2026 Filing

Planning Strategies submitted their Form 13F-HR for the Q3 2026 period on 10/02/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Planning Strategies reported a managed portfolio value of 168.91 M, consisting of 1,159 individual positions.

This page displays the raw filing documents. To see which stocks Planning Strategies bought or sold during Q3 2026, please visit Planning Strategies's Portfolio Analysis page.