Notify me when Planned Solutions, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 138 | $309,284,331 | +$20,785,973 | -$5,111,866 | +$15,674,107 | ITOT, MOAT, FNDX, JPIE, GARP | 13F-HR | 27 Jan 2026, 17:39 |
| Q3 2025 | 137 | $288,204,408 | +$13,877,498 | -$2,132,264 | +$11,745,234 | MOAT, FNDX, ITOT, JPIE, GARP | 13F-HR | 23 Oct 2025, 17:16 |
| Q2 2025 | 122 | $260,384,713 | +$39,105,833 | -$37,598,549 | +$1,507,284 | MOAT, FNDX, ITOT, JPIE, GARP | 13F-HR | 29 Jul 2025, 14:38 |
| Q1 2025 | 112 | $243,751,131 | +$10,630,889 | -$4,427,958 | +$6,202,931 | MOAT, FNDX, JPIE, ITOT, QQQ | 13F-HR | 09 Apr 2025, 17:11 |
| Q4 2024 | 110 | $244,572,676 | +$75,456,185 | -$52,363,925 | +$23,092,260 | MOAT, FNDX, JPIE, ITOT, QQQ | 13F-HR | 16 Jan 2025, 19:36 |
| Q3 2024 | 658 | $245,735,353 | +$33,355,752 | -$1,147,598 | +$32,208,154 | MOAT, FNDX, ITOT, JPIE, BIV | 13F-HR | 08 Oct 2024, 19:44 |
| Q2 2024 | 102 | $203,516,480 | +$4,338,436 | -$3,875,233 | +$463,203 | MOAT, FNDX, ITOT, JPIE, BIV | 13F-HR | 24 Jul 2024, 14:56 |
| Q1 2024 | 101 | $203,831,374 | +$3,486,245 | -$23,931,905 | -$20,445,660 | MOAT, FNDX, ITOT, JPIE, BIV | 13F-HR | 26 Apr 2024, 13:43 |
| Q4 2023 | 581 | $213,683,985 | +$34,398,201 | -$2,731,140 | +$31,667,061 | MOAT, FNDX, ITOT, JPIE, BIV | 13F-HR | 17 Jan 2024, 19:34 |
| Q3 2023 | 79 | $166,304,274 | +$4,362,412 | -$1,921,910 | +$2,440,502 | MOAT, FNDX, ITOT, JPIE, BIV | 13F-HR | 06 Feb 2024, 19:04 |
| Q2 2023 | 79 | $169,197,452 | +$4,615,443 | -$586,511 | +$4,028,932 | MOAT, FNDX, ITOT, JPIE, BIV | 13F-HR | 11 Jul 2023, 14:06 |
| Q1 2023 | 77 | $157,788,720 | +$27,980,436 | -$12,813,697 | +$15,166,739 | MOAT, FNDX, ITOT, JPIE, BIV | 13F-HR | 12 Apr 2023, 14:38 |
| Q4 2022 | 74 | $136,513,335 | +$17,104,766 | -$6,735,143 | +$10,369,623 | MOAT, FNDX, ITOT, JPIE, SPGP | 13F-HR | 25 Jan 2023, 15:39 |
| Q3 2022 | 64 | $119,710,000 | +$21,566,310 | -$1,544,429 | +$20,021,881 | MOAT, FNDX, ITOT, TIP, IVW | 13F-HR | 19 Oct 2022, 18:02 |
| Q2 2022 | 63 | $107,028,000 | +$2,581,935 | -$16,929,986 | -$14,348,051 | MOAT, FNDX, ITOT, TIP, IEFA | 13F-HR | 13 Jul 2022, 17:39 |
| Q1 2022 | 71 | $143,297,000 | +$31,181,708 | -$16,813,596 | +$14,368,112 | MOAT, FNDX, QQQ, ITOT, RPV | 13F-HR | 07 Apr 2022, 18:02 |
| Q4 2021 | 78 | $149,452,000 | +$8,365,153 | -$9,847,570 | -$1,482,417 | MOAT, FNDX, MTUM, ITOT, VEU | 13F-HR | 03 Feb 2022, 16:00 |
| Q2 2021 | 67 | $140,775,000 | +$5,856,627 | -$264,560 | +$5,592,067 | MOAT, FNDX, MTUM, ITOT, SCHO | 13F-HR | 21 Jul 2021, 14:50 |
| Q1 2021 | 60 | $128,068,000 | +$19,925,944 | -$24,275,961 | -$4,350,017 | MOAT, FNDX, MTUM, ITOT, SCHO | 13F-HR | 29 Apr 2021, 14:21 |
| Q4 2020 | 448 | $124,856,000 | +$17,148,661 | -$6,411,867 | +$10,736,794 | MOAT, FNDX, MTUM, ITOT, SCHO | 13F-HR | 28 Jan 2021, 17:01 |
| Q3 2020 | 319 | $102,359,000 | $0 | MOAT, MTUM, FNDX, ITOT, ITW | 13F-HR | 05 Nov 2020, 17:58 |