13F Filings History of Planned Solutions, Inc.
- Latest 13F filing
- Q2 2026 - 13 Jul 2026
- Latest reported 13F value
- $347,587,140
- Largest 13F holdings
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ITOT FNDX MOAT JPIE GARP IVW QQQ IEFA AVUV JVAL HELO MINT
+8 more
BIV AAPL IVVB SGOV NVDA SCHB RSST CAM - Form 13F summary
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- Planned Solutions, Inc. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Planned Solutions, Inc. reported 154 equity holdings with a total reported market value of $347,587,140 for Q2 2026. Top reported holdings included ITOT, FNDX, MOAT, JPIE, and GARP.
- Manager signature
- Catherine Dunnam - CCO
- Manager location
- Folsom, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$347,587,140
Quarter delta
+$44,623,529
Accepted
13 Jul 2026, 13:39
Rows shown
1-23 of 23
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 154 | $347,587,140 | +$15,880,297 | -$7,493,200 | +$8,387,097 | ITOT, FNDX, MOAT, JPIE, GARP | 13F-HR | 13 Jul 2026, 13:39 |
| Q1 2026 | 138 | $302,963,611 | +$8,063,818 | -$6,399,710 | +$1,664,108 | ITOT, FNDX, MOAT, JPIE, GARP | 13F-HR | 09 Apr 2026, 13:42 |
| Q4 2025 | 138 | $309,284,331 | +$20,785,971 | -$5,111,864 | +$15,674,107 | ITOT, MOAT, FNDX, JPIE, GARP | 13F-HR | 27 Jan 2026, 17:39 |
| Q3 2025 | 137 | $288,204,408 | +$13,877,500 | -$2,132,264 | +$11,745,236 | MOAT, FNDX, ITOT, JPIE, GARP | 13F-HR | 23 Oct 2025, 17:16 |
| Q2 2025 | 122 | $260,384,713 | +$39,105,831 | -$37,598,551 | +$1,507,280 | MOAT, FNDX, ITOT, JPIE, GARP | 13F-HR | 29 Jul 2025, 14:38 |
| Q1 2025 | 112 | $243,751,131 | +$10,630,886 | -$4,427,958 | +$6,202,928 | MOAT, FNDX, JPIE, ITOT, QQQ | 13F-HR | 09 Apr 2025, 17:11 |
| Q4 2024 | 110 | $244,572,676 | +$75,456,177 | -$52,363,928 | +$23,092,249 | MOAT, FNDX, JPIE, ITOT, QQQ | 13F-HR | 16 Jan 2025, 19:36 |
| Q3 2024 | 658 | $245,735,353 | +$33,355,754 | -$1,147,598 | +$32,208,156 | MOAT, FNDX, ITOT, JPIE, BIV | 13F-HR | 08 Oct 2024, 19:44 |
| Q2 2024 | 102 | $203,516,480 | +$4,338,435 | -$3,875,233 | +$463,202 | MOAT, FNDX, ITOT, JPIE, BIV | 13F-HR | 24 Jul 2024, 14:56 |
| Q1 2024 | 101 | $203,831,374 | +$3,486,245 | -$23,931,904 | -$20,445,659 | MOAT, FNDX, ITOT, JPIE, BIV | 13F-HR | 26 Apr 2024, 13:43 |
| Q4 2023 | 582 | $213,683,986 | +$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 | -$1,921,909 | +$2,440,503 | MOAT, FNDX, ITOT, JPIE, BIV | 13F-HR | 06 Feb 2024, 19:04 |
| Q2 2023 | 79 | $169,197,452 | +$4,615,444 | -$1,042,126 | +$3,573,318 | MOAT, FNDX, ITOT, JPIE, BIV | 13F-HR | 11 Jul 2023, 14:06 |
| Q1 2023 | 77 | $157,788,720 | +$27,980,436 | -$14,349,146 | +$13,631,290 | MOAT, FNDX, ITOT, JPIE, BIV | 13F-HR | 12 Apr 2023, 14:38 |
| Q4 2022 | 74 | $136,513,335 | +$17,104,766 | -$7,124,144 | +$9,980,622 | MOAT, FNDX, ITOT, JPIE, SPGP | 13F-HR | 25 Jan 2023, 16:39 |
| Q3 2022 | 63 | $116,820,000 | +$21,566,305 | -$2,614,428 | +$18,951,877 | MOAT, FNDX, ITOT, TIP, IVW | 13F-HR | 19 Oct 2022, 18:02 |
| Q2 2022 | 62 | $104,112,000 | +$2,581,935 | -$19,167,986 | -$16,586,051 | MOAT, FNDX, ITOT, TIP, IEFA | 13F-HR | 13 Jul 2022, 17:39 |
| Q1 2022 | 70 | $139,947,000 | +$31,181,713 | -$30,174,598 | +$1,007,115 | MOAT, FNDX, QQQ, ITOT, RPV | 13F-HR | 07 Apr 2022, 18:02 |
| Q4 2021 | 77 | $145,503,000 | +$8,365,152 | -$9,600,757 | -$1,235,605 | MOAT, FNDX, MTUM, ITOT, VEU | 13F-HR | 03 Feb 2022, 17:00 |
| Q2 2021 | 67 | $140,775,000 | +$5,856,626 | -$264,560 | +$5,592,066 | MOAT, FNDX, MTUM, ITOT, SCHO | 13F-HR | 21 Jul 2021, 14:50 |
| Q1 2021 | 60 | $128,068,000 | +$19,925,950 | -$24,276,966 | -$4,351,016 | MOAT, FNDX, MTUM, ITOT, SCHO | 13F-HR | 29 Apr 2021, 14:21 |
| Q4 2020 | 456 | $124,857,000 | +$17,136,349 | -$6,816,868 | +$10,319,481 | MOAT, FNDX, MTUM, ITOT, SCHO | 13F-HR | 28 Jan 2021, 18:01 |
| Q3 2020 | 330 | $102,359,000 | $0 | $0 | $0 | MOAT, MTUM, FNDX, ITOT, ITW | 13F-HR | 05 Nov 2020, 18:58 |