Planning Project LLC
CIK 0002052480 · THE WOODLANDS, TX · Quarter end: 2026-06-30 · Filed on: 2026-09-01 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$501.4M
2026 Q2
Positions
26
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
96.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
39.1%
IEFA
ISHARES TR
18.3%
AGG
ISHARES TR
12.3%
IJH
ISHARES TR
8.8%
LQD
ISHARES TR
6.3%
IJR
ISHARES TR
5.7%
EXMOC
EXXON MOBIL CORP
2.3%
VOO
VANGUARD SCOTTSDALE FDS
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.