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Planning Strategies Inc. 13F Filings, Portfolio & Analysis

CIK: 0002139665
Lancaster 147 N Shippen St
Zip Code: 17602
Latest Portfolio Value
$168.91 M
+5.35%
Total Holdings
1,158
91
Latest Report Date
Q3 2026
Top 10 Concentration
60.39%

Planning Strategies Inc. — Portfolio Overview & Company Profile

Planning Strategies Inc. (CIK: 0002139665) is a financial institution headquartered at 147 N Shippen St, , Lancaster, Pennsylvania 17602. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $168.91 M, comprising 1,158 distinct securities. Over its filing history, it has submitted 2 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 60.4%. Quarterly turnover: 1.1%. ▲ 125 new, +444 added, −200 reduced, ×40 exited.

Portfolio Summary (Q3 2026)

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)

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
226,311 $29.18 M 17.27% ▲ 20,772 Add 10.1%
429,932 $17.93 M 10.62% ▲ 35,814 Add 9.1%
205,989 $15.53 M 9.19% ▲ 633 Add 0.3%
203,219 $10.05 M 5.95% ▼ 3,747 Reduce -1.8%
148,272 $6.27 M 3.71% ▲ 11,512 Add 8.4%
6,711 $4.7 M 2.78% ▲ 274 Add 4.3%
33,909 $4.38 M 2.59% ▲ 3,687 Add 12.2%
54,614 $4.22 M 2.50% ▲ 711 Add 1.3%
62,743 $4.19 M 2.48% ▼ 493 Reduce -0.8%
17,706 $4.04 M 2.39% ▲ 110 Add 0.6%

Historical Portfolio Charts