Funds · 13F filer · Lancaster, PA

Planning Strategies Inc.

$159.9M in 1,065 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

Returns–Not enough quarters yet

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
VONGVanguard Russell 1000 Growth Etf$26.3M16.4%
LVHIFranklin International Low Volatility High Dividend Index Etf$16.0M10.0%
DGROIshares Core Dividend Growth Etf$15.6M9.7%
IQLTIshares Msci Intl Quality Factor Etf$10.3M6.4%
TCAFT. Rowe Price Capital Appreciation Equity Etf$5.6M3.5%
VOOVanguard S&p 500 Etf$4.4M2.8%
VCSHVanguard Short-term Corporate Bond Etf$4.3M2.7%
COWZPacer Us Cash Cows 100 Etf$3.9M2.5%
EQWLInvesco S&p 100 Equal Weight Etf$3.9M2.4%
VCITVanguard Intermediate-term Corporate Bond Etf$3.6M2.3%
NVDANvidia Corporation Com$3.5M2.2%
EMXCIshares Msci Emerging Markets Ex China Etf$3.4M2.1%
AAPLApple Inc Com$3.1M1.9%
JMEEJpmorgan Small & Mid Cap Enhanced Equity Etf$3.1M1.9%
QUALIshares Msci Usa Quality Factor Etf$2.6M1.6%
EPDEnterprise Prods Partners L P Com$2.5M1.6%
CSRECohen & Steers Real Estate Active Etf$2.2M1.4%
VBVanguard Small-cap Etf$1.8M1.1%
VOVanguard Mid-cap Etf$1.8M1.1%
IBMInternational Business Machs Com$1.4M0.9%
MSFTMicrosoft Corp Com$1.4M0.9%
SPSMState Street Spdr Portfolio S&p 600 Small Cap Etf$1.4M0.8%
SMLFIshares U.s. Smallcap Equity Factor Etf$1.3M0.8%
HDVIshares Core High Dividend Etf$1.2M0.7%
VGSHVanguard Short-term Treasury Etf$1.1M0.7%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 2139665
  2. 2
    Filed July 27, 2026 · accession 0002139665-26-000001