What does PLANNING DIRECTIONS INC hold?

PLANNING DIRECTIONS INC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/821103.

What is PLANNING DIRECTIONS INC's AUM?

PLANNING DIRECTIONS INC reported approximately $215.9M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $542.4M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source PLANNING DIRECTIONS INC's holdings?

All PLANNING DIRECTIONS INC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 821103. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is PLANNING DIRECTIONS INC's 13F data updated on 13F Pro?

PLANNING DIRECTIONS INC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

PLANNING DIRECTIONS INC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 821103

Institutional-grade research for retail investors

Sector Allocation

Other80.5%$173.9M
Technology11.8%$25.4M
Industrials3.5%$7.6M
Financials1.5%$3.2M
Consumer Discretionary1.0%$2.2M
Consumer Staples0.6%$1.3M
Utilities0.5%$1.0M
Healthcare0.3%$577,099
Energy0.3%$573,889
Real Estate0.1%$190,929

AUM History

13fpro.ai/research/fund/planning-directions-inc-821103

Conviction and streaks

Stable · top 10 = 56.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold7.5% weight · held 7 quarters

$Conviction hold6.8% weight · held 7 quarters

$Conviction hold6.6% weight · held 7 quarters

$AAPLConviction hold4.5% weight · held 7 quarters

$Conviction hold3.1% weight · held 7 quarters

$Accumulating+428% shares · 7 quarters running

$AMATAccumulating+70% shares · 7 quarters running

$Accumulating+12% shares · 6 quarters running

$Accumulating+34% shares · 4 quarters running

$Accumulating+218% shares · 4 quarters running

$Trimming-38% shares · 7 quarters running

$Trimming-34% shares · 7 quarters running

$Trimming-60% shares · 7 quarters running

$Trimming-63% shares · 7 quarters running

$IVZTrimming-60% shares · 7 quarters running

Largest positions — Q2 2026

ISHARES
$26.2M
VANGUARD
$16.1M
J
$15.4M
SCHWAB
$14.6M
VICTORY
$14.2M
AAPL
$9.8M
VANGUARD
$6.8M
VANGUARD
$6.8M
DOV
$6.0M
ISHARES
$5.7M
FIDELITY
$5.5M
VANGUARD
$5.2M
ISHARES
$5.1M
META
$4.8M
J
$3.9M
VANGUARD
$3.8M
J
$3.4M
SPDR
$2.8M
ISHARES
$2.7M
ISHARES
$2.4M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/planning-directions-inc-821103

PLANNING DIRECTIONS INC 13F holdings — Q2 2026

$215.9M portfolio (+9.3% QoQ) · 110 holdings · Q2 2026 13F · top 10 are 56% of the stock portfolio

1
ISHARES TR - S&P 500 VAL ETF
$26.2M
12.1% of stocks
+9%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$16.1M
7.5% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
3
J P MORGAN EXCHANGE TRADED F - INCOME ETF
$15.4M
7.1% of stocks
+46%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$14.6M
6.8% of stocks
-5%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VICTORY PORTFOLIOS II - CORE BD ETF
$14.2M
6.6% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
6
Apple Inc.
$AAPL
$9.8M
4.5% of stocks
-21%This quarter+11.6%Since filed7+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
7
VANGUARD WORLD FD - MEGA CAP VAL ETF
$6.8M
3.1% of stocks
-6%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VANGUARD INDEX FDS - MCAP GR IDXVIP
$6.8M
3.1% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
9
DOVER Corp
$DOV
$6.0M
2.8% of stocks
-0.4%This quarter-3.6%Since filed7+ qtrsHeld
AIQuality59.5#922Est. buyEstimated buy price is Pro: unlock with a free trial
10
ISHARES TR - CORE S&P SCP ETF
$5.7M
2.6% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - S&P 500 VAL ETF	$26.2M	12.1%	+9%	—	—	—	—
2	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$16.1M	7.5%	-2%	—	—	—	—
3	J P MORGAN EXCHANGE TRADED F - INCOME ETF	$15.4M	7.1%	+46%	—	—	—	—
4	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$14.6M	6.8%	-5%	—	—	—	—
5	VICTORY PORTFOLIOS II - CORE BD ETF	$14.2M	6.6%	+2%	—	—	—	—
6	Apple Inc.$AAPL	$9.8M	4.5%	-21%	+11.6%	7+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
7	VANGUARD WORLD FD - MEGA CAP VAL ETF	$6.8M	3.1%	-6%	—	—	—	—
8	VANGUARD INDEX FDS - MCAP GR IDXVIP	$6.8M	3.1%	+7%	—	—	—	—
9	DOVER Corp$DOV	$6.0M	2.8%	-0.4%	-3.6%	7+ qtrs	59.5#922	Estimated buy price is Pro: unlock with a free trial
10	ISHARES TR - CORE S&P SCP ETF	$5.7M	2.6%	+3%	—	—	—	—

All holdings — PLANNING DIRECTIONS INC (Q2 2026)

Sort

110 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	FIDELITY MERRIMACK STR TR - LOW DURTIN ETFetf/fund	—	$5.5M	2.6%	110K	-8%	—	—	13F
12	—	VANGUARD INDEX FDS - GROWTH ETFetf/fund	—	$5.2M	2.4%	60K	+489%	—	—	13F
13	—	ISHARES TR - CORE 1 5 YR USDetf/fund	—	$5.1M	2.4%	106K	+11%	—	—	13F
14	$META	Meta Platforms, Inc.note	Technology	$4.8M	2.2%	62K	-25%	7+ qtrsTrimmed 2 qtrs in a row	78.0	13F
15	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$3.9M	1.8%	69K	+12%	—	—	13F
16	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund	—	$3.8M	1.8%	48K	-9%	—	—	13F
17	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$3.4M	1.6%	55K	+12%	—	—	13F
18	—	SPDR SERIES TRUST - ST STR SP DIVetf/fund	—	$2.8M	1.3%	19K	+5%	—	—	13F
19	—	ISHARES TR - CORE S&P US GWTetf/fund	—	$2.7M	1.3%	15K	-2%	—	—	13F
20	—	ISHARES U S ETF TR - SHOR DURA BD ETFetf/fund	—	$2.4M	1.1%	47K	+12%	—	—	13F
21	$AMAT	APPLIED MATERIALS INC /DE	Technology	$2.4M	1.1%	3,259	+0.1%	7+ qtrs	71.6	13F
22	$NVDA	NVIDIA CORP	Technology	$2.1M	1.0%	11K	-33%	7+ qtrs	86.0	13F
23	—	VANGUARD INDEX FDS - VALUE ETFetf/fund	—	$2.1M	0.9%	9,457	-6%	—	—	13F
24	—	VANGUARD INDEX FDS - MID CAP ETFetf/fund	—	$1.8M	0.8%	22K	+246%	—	—	13F
25	—	J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT	—	$1.6M	0.7%	19K	-3%	—	—	13F
26	—	ISHARES TR - 0-5YR HI YL CP	—	$1.5M	0.7%	35K	+2%
27	—	VANGUARD INDEX FDS - SM CP VAL ETF	—	$1.5M	0.7%	5,999	-2%
28	—	ISHARES INC - MSCI GBL MIN VOL	—	$1.4M	0.6%	11K	-1%
29	—	VANGUARD INDEX FDS - MCAP VL IDXVIP	—	$1.3M	0.6%	6,635	-4%
30	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.3M	0.6%	5,477	-16%
31	—	SELECT SECTOR SPDR TR - ST STR STAPL ETF	—	$1.2M	0.6%	15K	-6%
32	$MSFT	MICROSOFT CORP	Technology	$1.2M	0.6%	3,232	-6%
33	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$1.2M	0.5%	1,683	-28%
34	$COHR	COHERENT CORP.	Technology	$1.1M	0.5%	2,900	—
35	—	ISHARES TR - US INDUSTRIALS	—	$1.1M	0.5%	6,548	-3%
36	—	SPDR SERIES TRUST - ST STR SP AERO	—	$1.1M	0.5%	3,706	+17%
37	$DELL	Dell Technologies Inc.	Technology	$1.0M	0.5%	2,405	-2%
38	—	J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF	—	$1.0M	0.5%	20K	+0.9%
39	—	VANGUARD WORLD FD - INF TECH ETF	—	$862K	0.4%	7,208	+2188%
40	—	ISHARES TR - US AER DEF ETF	—	$812K	0.4%	3,347	+3%
41	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$785K	0.4%	2,591	-9%
42	—	VANGUARD WORLD FD - HEALTH CAR ETF	—	$783K	0.4%	2,618	-13%
43	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$734K	0.3%	8,881	+1%
44	$PANW	Palo Alto Networks Inc	Technology	$733K	0.3%	2,150	—
45	—	VANGUARD WHITEHALL FDS - INTL DVD ETF	—	$725K	0.3%	7,765	+73%
46	—	ISHARES TR - RUS 1000 VAL ETF	—	$710K	0.3%	2,930	+6%
47	$WMT	Walmart Inc.	Consumer Staples	$670K	0.3%	5,917	+0.3%
48	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$645K	0.3%	13K	+0.8%
49	$GOOGL	Alphabet Inc.	Technology	$610K	0.3%	1,706	+1%
50	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$595K	0.3%	13K	+2%
51	$XOM.R34088	EXXON MOBIL CORP	Energy	$574K	0.3%	4,198	+0.0%
52	—	ISHARES TR - US HLTHCARE ETF	—	$559K	0.3%	8,348	-5%
53	$CEG	Constellation Energy Corp	Utilities	$522K	0.2%	2,103	-17%
54	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$518K	0.2%	8,673	+22%
55	$COIN	Coinbase Global, Inc.	Financials	$516K	0.2%	3,528	—
56	$IVZ	Invesco Ltd.	Financials	$515K	0.2%	17K	-20%
57	$CAT	CATERPILLAR INC	Industrials	$503K	0.2%	472	—
58	$WSFS	WSFS FINANCIAL CORP	Financials	$502K	0.2%	6,544	+0.3%
59	—	VANGUARD INDEX FDS - SML CP GRW ETF	—	$490K	0.2%	1,341	-1%
60	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$469K	0.2%	5,488	-11%
61	$SPY	SPDR S&P 500 ETF TRUST	—	$468K	0.2%	627	+0.2%
62	—	ISHARES TR - RUS MDCP VAL ETF	—	$459K	0.2%	2,791	+3%
63	$DE	DEERE & CO	Industrials	$456K	0.2%	718	+0.3%
64	—	ISHARES TR - U.S. TECH ETF	—	$450K	0.2%	1,786	-2%
65	—	VANGUARD WORLD FD - MEGA GRWTH IND	—	$445K	0.2%	5,060	+391%
66	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$434K	0.2%	12K	-10%
67	$ALAB	Astera Labs, Inc.	Technology	$423K	0.2%	875	New
68	—	GLOBAL X FDS - US INFR DEV ETF	—	$412K	0.2%	6,992	—
69	—	ISHARES TR - US CONSUM DISCRE	—	$403K	0.2%	3,987	+0.1%
70	—	ISHARES TR - MSCI USA MIN ETF	—	$391K	0.2%	4,053	-14%
71	—	VANGUARD BD INDEX FDS - VANGUARD ULTRA	—	$384K	0.2%	7,713	+6%
72	$MCD	MCDONALDS CORP	Consumer Discretionary	$375K	0.2%	1,389	+0.4%
73	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$372K	0.2%	744	—
74	—	J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR	—	$359K	0.2%	6,871	+66%
75	—	FIDELITY COVINGTON TRUST - HIGH DIVID ETF	—	$353K	0.2%	5,857	+14%
76	$IVZ	Invesco Ltd.	Financials	$345K	0.2%	1,952	+8%
77	—	VICTORY PORTFOLIOS II - SHORT TRM BD ETF	—	$343K	0.2%	6,768	+1%
78	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$338K	0.2%	2,137	+0.6%
79	$LRCX	LAM RESEARCH CORP	Technology	$336K	0.2%	775	New
80	—	ROUNDHILL ETF TRUST - ROUNDHILL S&P500	—	$325K	0.1%	6,077	+6%
81	$MRVL	Marvell Technology, Inc.	Technology	$322K	0.1%	1,080	New
82	—	VANGUARD BD INDEX FDS - INTERMED TERM	—	$300K	0.1%	3,909	+3%
83	$HD	HOME DEPOT, INC.	Consumer Discretionary	$298K	0.1%	845	+0.1%
84	$NEE	NEXTERA ENERGY INC	Utilities	$297K	0.1%	3,384	+10%
85	—	ISHARES TR - CORE S&P TTL STK	—	$296K	0.1%	1,800	+0.2%
86	—	ISHARES TR - CORE S&P MCP ETF	—	$292K	0.1%	3,786	+14%
87	$LOAR	Loar Holdings Inc.	Industrials	$288K	0.1%	3,572	—
88	—	FIDELITY MERRIMACK STR TR - INVESTMENT GR BD	—	$287K	0.1%	6,712	+1.0%
89	$NSC	NORFOLK SOUTHERN CORP	Industrials	$285K	0.1%	907	+0.4%
90	—	ISHARES TR - CORE S&P500 ETF	—	$278K	0.1%	372	New
91	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$270K	0.1%	5,609	-37%
92	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$265K	0.1%	1,202	+0.5%
93	$ACNB	ACNB CORP	Financials	$263K	0.1%	4,433	—
94	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$261K	0.1%	927	-12%
95	$PLTR	Palantir Technologies Inc.	Technology	$254K	0.1%	2,178	+14%
96	$JPM	JPMORGAN CHASE & CO	Financials	$233K	0.1%	712	+0.6%
97	—	NUSHARES ETF TR - NUVEEN ESG LRGCP	—	$227K	0.1%	1,943	New
98	$AXP	AMERICAN EXPRESS CO	Financials	$227K	0.1%	671	New
99	$PEP	PEPSICO INC	Consumer Staples	$220K	0.1%	1,626	+0.9%
100	$HCA	HCA Healthcare, Inc.	Healthcare	$217K	0.1%	558	—
101	—	ISHARES TR - MSCI EAFE MIN VL	—	$217K	0.1%	2,474	+2%
102	$IVZ	Invesco Ltd.	Financials	$212K	0.1%	2,614	+0.5%
103	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$208K	0.1%	222	-34%
104	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$207K	0.1%	2,905	New
105	$EXC	EXELON CORP	Utilities	$206K	0.1%	4,422	+0.0%
106	$PG	PROCTER & GAMBLE Co	Consumer Staples	$203K	0.1%	1,384	-11%
107	$JNJ	JOHNSON & JOHNSON	Healthcare	$203K	0.1%	798	-6%
108	$AGNC	AGNC Investment Corp.	Real Estate	$191K	0.1%	18K	+0.2%
109	$CRMD	CorMedix Inc.	Healthcare	$157K	0.1%	20K	—
110	$CSWC	CAPITAL SOUTHWEST CORP	Other	$52K	0.0%	50K	—

What changed in Q2 2026

Against the previous quarter's 13F: 7 new, 56 added to, 36 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (7)

$ALABAstera Labs, Inc.$423K
first bought this quarter
$LRCXLAM RESEARCH CORP$336K
first bought this quarter
$MRVLMarvell Technology, Inc.$322K
first bought this quarter
ISHARES TR - CORE S&P500 ETF$278K
first bought this quarter
NUSHARES ETF TR - NUVEEN ESG LRGCP$227K
first bought this quarter
$AXPAMERICAN EXPRESS CO$227K
first bought this quarter

+1 more in the Excel export

Added to (56)

J P MORGAN EXCHANGE TRADED F - INCOME ETF+46%
now $15.4M
VANGUARD INDEX FDS - GROWTH ETF+489%
now $5.2M
ISHARES TR - S&P 500 VAL ETF+9%
now $26.2M
VANGUARD INDEX FDS - MID CAP ETF+246%
now $1.8M
VANGUARD WORLD FD - INF TECH ETF+2188%
now $862K
ISHARES TR - CORE 1 5 YR USD+11%
now $5.1M

+50 more in the Excel export

Trimmed (36)

$AAPLApple Inc.-21%
now $9.8M · held 7+ qtrs
$METAMeta Platforms, Inc.-25%
now $4.8M · held 7+ qtrs, 2 trims in a row
$NVDANVIDIA CORP-33%
now $2.1M · held 7+ qtrs
SCHWAB STRATEGIC TR - US DIVIDEND EQ-5%
now $14.6M
FIDELITY MERRIMACK STR TR - LOW DURTIN ETF-8%
now $5.5M
VANGUARD WORLD FD - MEGA CAP VAL ETF-6%
now $6.8M

+30 more in the Excel export

Sold out (3)

$BABOEING COwas $290K
held 6+ qtrs
ISHARES TRwas $263K
T ROWE PRICE ETF INCwas $218K

Firm AUM (Form ADV): $542.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F PLANNING DIRECTIONS INC has filed, 33 earlier quarters. Pick one to see what it held then.

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Is it too late to follow PLANNING DIRECTIONS?

Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of PLANNING DIRECTIONS's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+0.2%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 31% over the last 4

Top 10 weight

56%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

92%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

PLANNING DIRECTIONS INC disclosed 110 positions worth $215.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 7 new positions and exited 3 — including a new stake in $ALAB and a full exit from $BA. The portfolio is most concentrated in Other (80.5% of disclosed assets). All figures are sourced directly from PLANNING DIRECTIONS INC’s Form 13F-HR filing with the SEC under CIK 821103.

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Every holding in PLANNING DIRECTIONS INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.