13F Filings History of Planning Project LLC
- Latest 13F filing
- Q4 2025 - 12 Feb 2026
- Latest reported 13F value
- $397,996,269
- Largest 13F holdings
-
IVV IEFA AGG IJH LQD IJR VOO LIN VEA BND VTI SPY
+8 more
VO VCIT JPLD IWF VB IWB MUB FBND - Form 13F summary
-
- Planning Project LLC 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.
- Planning Project LLC reported 140 equity holdings with a total reported market value of $397,996,269 for Q4 2025. Top reported holdings included IVV, IEFA, AGG, IJH, and LQD.
- Manager signature
- Joel Hergenreter - CCO
- Manager location
- The Woodlands, TX
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow Planning Project LLC with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q4 2025
Latest value
$397,996,269
Quarter delta
n/a
Accepted
12 Feb 2026, 15:43
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 140 | $397,996,269 | $0 | $0 | $0 | IVV, IEFA, AGG, IJH, LQD | 13F-HR | 12 Feb 2026, 15:43 |