PLANNING DIRECTIONS INC
PLANNING DIRECTIONS INC reported 110 positions worth $215.9M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: IVE (12.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVE | SH | $26.2M | 12.11% | 115,172 | — | — | |
| ▸ 2 | VIG | SH | $16.1M | 7.45% | 67,945 | — | — | |
| ▸ 3 | JPIE | SH | $15.4M | 7.14% | 334,845 | — | — | |
| ▸ 4 | SCHD | SH | $14.6M | 6.75% | 459,308 | — | — | |
| ▸ 5 | UITB | SH | $14.2M | 6.59% | 303,886 | — | — | |
| ▸ 6 | AAPL | SH | $9.8M | 4.54% | 33,856 | — | — | |
| ▸ 7 | MGV | SH | $6.8M | 3.15% | 41,638 | — | — | |
| ▸ 8 | VOT | SH | $6.8M | 3.13% | 22,040 | — | — | |
| ▸ 9 | VT | SH | $6.0M | 2.79% | 38,436 | — | — | |
| ▸ 10 | IJR | SH | $5.7M | 2.65% | 38,614 | — | — |
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Frequently Asked Questions
What stocks does PLANNING DIRECTIONS INC hold as of Q2 2026?
PLANNING DIRECTIONS INC reported 110 positions worth $215.9M in its Q2 2026 13F filing. Largest positions: IVE (12.1%), VIG (7.4%), JPIE (7.1%), SCHD (6.7%) and UITB (6.6%).
What did PLANNING DIRECTIONS INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PLANNING DIRECTIONS INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.