Planned Solutions, Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the company's address as 1130 Iron Point Road, Suite 170, Folsom, CA 95630, and identifies Catherine Dunnam as the Chief Compliance Officer responsible for the report.
The report details a portfolio consisting of 157 individual securities. The top holdings by number of shares include NVIDIA Corporation, with 4,781,221 shares; Apple Inc., with 6,734,973 shares; and SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF, with 30,188,021 shares. Other significant positions include SCHWAB U.S. BROAD MARKET ETF (38,828,001 shares), SCHWAB INTERNATIONAL EQUITY ETF (17,684,111 shares), and SCHWAB U.S. SMALL-CAP ETF (14,834,222 shares).
The filing also reveals several specific individual stock positions, including a 2,093,535-share holding in Amazon.com Inc., a 1,093,535-share holding in Microsoft Corporation, and a 1,732,450-share holding in Vanguard Information Technology ETF. The portfolio is diversified across various sectors, including technology, consumer staples, healthcare, and financial services, with a mix of individual equities and exchange-traded funds.
