13F Filings History of Planning Project LLC
- Latest 13F filing
- Q2 2026 - 01 Sep 2026
- Latest reported 13F value
- $501,360,166
- Largest 13F holdings
-
IVV IEFA AGG IJH LQD IJR XOM VOO LIN VEA BND VOOG
+8 more
COP VO WMT MGY VCIT VWO SCHG USHY - Form 13F summary
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- 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 26 equity holdings with a total reported market value of $501,360,166 for Q2 2026. 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
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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
$501,360,166
Quarter delta
+$103,363,897
Accepted
01 Sep 2026, 14:38
Rows shown
1-2 of 2
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 26 | $501,360,166 | +$84,149,151 | -$15,875,516 | +$68,273,635 | IVV, IEFA, AGG, IJH, LQD | 13F-HR | 01 Sep 2026, 14:38 |
| Q4 2025 | 140 | $397,996,269 | $0 | $0 | $0 | IVV, IEFA, AGG, IJH, LQD | 13F-HR | 12 Feb 2026, 15:43 |