13F Filings History of Planning Project LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$397,996,269
Signature - Title
Joel Hergenreter - CCO
Location
The Woodlands, TX
Summary
This page shows a list of all the recent 13F filings made by Planning Project LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Planning Project LLC reported 140 stock holdings with total value $397,996,269 as of Q4 2025. Top holdings included IVV, IEFA, AGG, IJH, and LQD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 140 $397,996,269 $0 $0 $0 IVV, IEFA, AGG, IJH, LQD 13F-HR 12 Feb 2026, 15:43