Planned Solutions, Inc.

13F filer · CIK 0001831332

Reported Jul 13, 2026

Net buyer this quarter

13F portfolio value$349MU.S. long equity reported on 13F

Positions9920 new · 7 closed

Net flow last quarter+$6.03MBuys minus sells

Top 10 positions weight12.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 202699 positions
QQQInvesco QQQ Trust, Series 1	$15.8M	4.52%	Not reported	+0.1%	Q4 2020
AAPLApple Inc.	$5.87M	1.68%	0.00%	+2.7%	Q4 2020
NVDANvidia Corp	$4.12M	1.18%	0.00%	+5.5%	Q4 2020
CAMCameron International Corp	$3.31M	0.95%	0.07%	+23.8%	Q4 2025
ESTCElastic N.V.	$2.56M	0.73%	0.04%	Not reported	Q4 2023
LLYELI LILLY & Co	$2.2M	0.63%	0.00%	-1.3%	Q4 2020
ITWIllinois Tool Works Inc	$2.2M	0.63%	0.00%	+0.2%	Q4 2020
MSFTMicrosoft Corp	$2.11M	0.60%	0.00%	+5.6%	Q4 2020
GOOGAlphabet Inc.	$1.8M	0.51%	Not reported	+5.1%	Q4 2020
MUMicron Technology Inc	$1.78M	0.51%	0.00%	-2.8%	Q3 2024
CATCaterpillar Inc	$1.47M	0.42%	0.00%	+1.7%	Q4 2020
METAMeta Platforms, Inc.	$1.2M	0.34%	Not reported	+4.4%	Q4 2020
AMATApplied Materials Inc	$1.19M	0.34%	0.00%	+3.1%	Q4 2023
JNJJohnson & Johnson	$1.1M	0.31%	0.00%	+5.2%	Q4 2020
IBMInternational Business Machines Corp	$1.07M	0.31%	0.00%	+0.7%	Q4 2020
POWRPowersecure International, Inc.	$1.06M	0.30%	Not reported	-0.3%	Q4 2020
BRK.BBerkshire Hathaway Inc	$980K	0.28%	Not reported	+3.0%	Q4 2020
CVXChevron Corp	$934K	0.27%	0.00%	+63.9%	Q4 2020
JPMJPMorgan Chase & Co	$931K	0.27%	0.00%	+4.0%	Q4 2020
ANETArista Networks, Inc.	$928K	0.27%	0.00%	+0.5%	Q4 2020
MRKMerck & Co., Inc.	$886K	0.25%	0.00%	+2.5%	Q4 2020
CSCOCisco Systems, Inc.	$876K	0.25%	0.00%	+1.9%	Q4 2020
LRCXLam Research Corp	$781K	0.22%	0.00%	+4.8%	Q4 2023
PGPROCTER & GAMBLE Co	$655K	0.19%	0.00%	+2.2%	Q4 2020
BACBank of America Corp	$655K	0.19%	0.00%	+2.9%	Q4 2020
GSGoldman Sachs Group Inc	$618K	0.18%	0.00%	+1.8%	Q4 2020
WMTWalmart Inc.	$615K	0.18%	0.00%	+2.7%	Q4 2020
COSTCostco Wholesale Corp	$606K	0.17%	0.00%	+3.0%	Q4 2020
AXONAxon Enterprise, Inc.	$605K	0.17%	0.00%	Not reported	Q1 2024
NFLXNetflix Inc	$593K	0.17%	0.00%	+10.8%	Q4 2020
AMZNAmazon Com Inc	$590K	0.17%	0.00%	+17.8%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$578K	0.17%	Not reported	Not reported	Q4 2020
VVisa Inc.	$544K	0.16%	0.00%	+3.7%	Q3 2023
MCDMcdonalds Corp	$540K	0.15%	0.00%	-17.4%	Q4 2020
XOMExxonMobil Holdings Corp	$536K	0.15%	0.00%	+0.4%	Q4 2020
NUENucor Corp	$534K	0.15%	0.00%	+0.7%	Q4 2020
WELLWelltower Inc.	$528K	0.15%	0.00%	+0.8%	Q4 2020
PHMPultegroup Inc	$481K	0.14%	0.00%	-5.4%	Q4 2020
GOOGLAlphabet Inc.	$478K	0.14%	0.00%	+15.1%	Q4 2020
INTCIntel Corp	$472K	0.14%	0.00%	Not reported	Q4 2020
MYRGMyr Group Inc.	$450K	0.13%	0.01%	Not reported	Q4 2020
WFCWells Fargo & Company	$447K	0.13%	0.00%	+47.2%	Q4 2020
TXNTexas Instruments Inc	$444K	0.13%	0.00%	+1.9%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$442K	0.13%	0.00%	+9.9%	Q4 2023
TSLATesla, Inc.	$418K	0.12%	0.00%	+2.5%	Q4 2020
CBChubb Ltd	$415K	0.12%	0.00%	+7.9%	Q4 2023
CFCF Industries Holdings, Inc.	$399K	0.11%	0.00%	Not reported	Q4 2020
SNASnap-on Inc	$398K	0.11%	0.00%	Not reported	Q2 2023
DHIHorton D R Inc	$393K	0.11%	0.00%	Not reported	Q4 2020
CINFCincinnati Financial Corp	$390K	0.11%	0.00%	Not reported	Q4 2020

Q1 2026Reported Apr 9, 202686 positions
QQQInvesco QQQ Trust, Series 1	$12.4M	4.04%	Not reported	-1.9%	Q4 2020
AAPLApple Inc.	$5.02M	1.64%	0.00%	-11.0%	Q4 2020
NVDANvidia Corp	$3.4M	1.11%	0.00%	-20.6%	Q4 2020
CAMCameron International Corp	$2.65M	0.87%	0.06%	+0.9%	Q4 2025
ESTCElastic N.V.	$2.24M	0.73%	0.04%	Not reported	Q4 2023
ITWIllinois Tool Works Inc	$2.11M	0.69%	0.00%	Not reported	Q4 2020
MSFTMicrosoft Corp	$1.98M	0.65%	0.00%	-5.1%	Q4 2020
LLYELI LILLY & Co	$1.71M	0.56%	0.00%	-11.1%	Q4 2020
GOOGAlphabet Inc.	$1.39M	0.45%	Not reported	-17.0%	Q4 2020
METAMeta Platforms, Inc.	$1.16M	0.38%	Not reported	+1.0%	Q4 2020
JNJJohnson & Johnson	$1M	0.33%	0.00%	-2.8%	Q4 2020
POWRPowersecure International, Inc.	$1M	0.33%	Not reported	-0.1%	Q4 2020
CATCaterpillar Inc	$965K	0.32%	0.00%	-15.7%	Q4 2020
IBMInternational Business Machines Corp	$917K	0.30%	0.00%	-2.6%	Q4 2020
BRK.BBerkshire Hathaway Inc	$911K	0.30%	Not reported	Not reported	Q4 2020
MRKMerck & Co., Inc.	$809K	0.26%	0.00%	+1.4%	Q4 2020
JPMJPMorgan Chase & Co	$804K	0.26%	0.00%	Not reported	Q4 2020
MCDMcdonalds Corp	$751K	0.25%	0.00%	-7.1%	Q4 2020
NFLXNetflix Inc	$721K	0.24%	0.00%	-5.5%	Q4 2020
CVXChevron Corp	$711K	0.23%	0.00%	-1.2%	Q4 2020
ANETArista Networks, Inc.	$667K	0.22%	0.00%	Not reported	Q4 2020
XOMExxonMobil Holdings Corp	$663K	0.22%	0.00%	-8.9%	Q4 2020
WMTWalmart Inc.	$657K	0.21%	0.00%	-6.5%	Q4 2020
PGPROCTER & GAMBLE Co	$631K	0.21%	0.00%	-4.3%	Q4 2020
COSTCostco Wholesale Corp	$627K	0.21%	0.00%	-13.1%	Q4 2020
CSCOCisco Systems, Inc.	$568K	0.19%	0.00%	-8.5%	Q4 2020
AMATApplied Materials Inc	$546K	0.18%	0.00%	+0.4%	Q4 2023
BACBank of America Corp	$544K	0.18%	0.00%	-1.4%	Q4 2020
MUMicron Technology Inc	$537K	0.18%	0.00%	+4.7%	Q3 2024
GSGoldman Sachs Group Inc	$508K	0.17%	0.00%	Not reported	Q4 2020
SPYSPDR S&P 500 ETF Trust	$503K	0.16%	Not reported	Not reported	Q4 2020
CFCF Industries Holdings, Inc.	$479K	0.16%	0.00%	Not reported	Q4 2020
VVisa Inc.	$462K	0.15%	0.00%	-4.3%	Q3 2023
AXONAxon Enterprise, Inc.	$459K	0.15%	0.00%	Not reported	Q1 2024
WELLWelltower Inc.	$456K	0.15%	0.00%	Not reported	Q4 2020
AMZNAmazon Com Inc	$438K	0.14%	0.00%	+2.6%	Q4 2020
PHMPultegroup Inc	$435K	0.14%	0.00%	Not reported	Q4 2020
NUENucor Corp	$403K	0.13%	0.00%	Not reported	Q4 2020
GILDGilead Sciences, Inc.	$377K	0.12%	0.00%	-6.2%	Q4 2023
CBChubb Ltd	$368K	0.12%	0.00%	Not reported	Q4 2023
LRCXLam Research Corp	$367K	0.12%	0.00%	Not reported	Q4 2023
SHELShell plc	$361K	0.12%	0.00%	Not reported	Q2 2022
TSLATesla, Inc.	$361K	0.12%	0.00%	-1.0%	Q4 2020
AMGNAmgen Inc	$360K	0.12%	0.00%	-23.0%	Q4 2020
SNASnap-on Inc	$360K	0.12%	0.00%	Not reported	Q2 2023
GRMNGarmin Ltd	$356K	0.12%	0.00%	Not reported	Q4 2020
AEMAgnico Eagle Mines Ltd	$343K	0.11%	0.00%	Not reported	Q4 2023
GOOGLAlphabet Inc.	$334K	0.11%	0.00%	-45.7%	Q4 2020
DHIHorton D R Inc	$331K	0.11%	0.00%	Not reported	Q4 2020
CINFCincinnati Financial Corp	$331K	0.11%	0.00%	Not reported	Q4 2020

Q4 2025Reported Jan 28, 202686 positions
QQQInvesco QQQ Trust, Series 1	$13.4M	4.30%	Not reported	+1.4%	Q4 2020
AAPLApple Inc.	$6.04M	1.94%	0.00%	+12.6%	Q4 2020
NVDANvidia Corp	$4.58M	1.47%	0.00%	+4.0%	Q4 2020
ESTCElastic N.V.	$3.38M	1.09%	0.04%	Not reported	Q4 2023
MSFTMicrosoft Corp	$2.73M	0.87%	0.00%	-0.7%	Q4 2020
CAMCameron International Corp	$2.64M	0.85%	0.05%	New	Q4 2025
LLYELI LILLY & Co	$2.25M	0.72%	0.00%	-4.5%	Q4 2020
ITWIllinois Tool Works Inc	$2M	0.64%	0.00%	+0.1%	Q4 2020
GOOGAlphabet Inc.	$1.83M	0.59%	Not reported	+0.3%	Q4 2020
METAMeta Platforms, Inc.	$1.33M	0.43%	Not reported	+1.6%	Q4 2020
IBMInternational Business Machines Corp	$1.15M	0.37%	0.00%	+0.7%	Q4 2020
BRK.BBerkshire Hathaway Inc	$956K	0.31%	Not reported	Not reported	Q4 2020
CATCaterpillar Inc	$925K	0.30%	0.00%	+71.8%	Q4 2020
POWRPowersecure International, Inc.	$899K	0.29%	Not reported	0.0%	Q4 2020
JPMJPMorgan Chase & Co	$881K	0.28%	0.00%	+16.7%	Q4 2020
JNJJohnson & Johnson	$872K	0.28%	0.00%	-1.2%	Q4 2020
MCDMcdonalds Corp	$795K	0.25%	0.00%	+29.0%	Q4 2020
NFLXNetflix Inc	$744K	0.24%	0.00%	Not reported	Q4 2020
ANETArista Networks, Inc.	$712K	0.23%	0.00%	+3.4%	Q4 2020
MRKMerck & Co., Inc.	$699K	0.22%	0.00%	+13.6%	Q4 2020
GOOGLAlphabet Inc.	$670K	0.21%	0.00%	+0.7%	Q4 2020
PGPROCTER & GAMBLE Co	$655K	0.21%	0.00%	+7.8%	Q4 2020
WMTWalmart Inc.	$630K	0.20%	0.00%	+4.1%	Q4 2020
COSTCostco Wholesale Corp	$624K	0.20%	0.00%	+45.1%	Q4 2020
BACBank of America Corp	$623K	0.20%	0.00%	+9.8%	Q4 2020
CSCOCisco Systems, Inc.	$616K	0.20%	0.00%	+33.7%	Q4 2020
AXONAxon Enterprise, Inc.	$613K	0.20%	0.00%	-7.8%	Q1 2024
VVisa Inc.	$560K	0.18%	0.00%	+2.0%	Q3 2023
CVXChevron Corp	$530K	0.17%	0.00%	+2.8%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$528K	0.17%	Not reported	Not reported	Q4 2020
GSGoldman Sachs Group Inc	$527K	0.17%	0.00%	Not reported	Q4 2020
XOMExxonMobil Holdings Corp	$516K	0.17%	0.00%	Not reported	Q4 2020
AMZNAmazon Com Inc	$473K	0.15%	0.00%	+7.1%	Q4 2020
WFCWells Fargo & Company	$471K	0.15%	0.00%	+13.5%	Q4 2020
INTUIntuit Inc.	$445K	0.14%	0.00%	Not reported	Q4 2020
TSLATesla, Inc.	$441K	0.14%	0.00%	+1.3%	Q4 2020
AMGNAmgen Inc	$435K	0.14%	0.00%	Not reported	Q4 2020
PHMPultegroup Inc	$434K	0.14%	0.00%	+9.7%	Q4 2020
MUMicron Technology Inc	$433K	0.14%	0.00%	Not reported	Q3 2024
WELLWelltower Inc.	$428K	0.14%	0.00%	Not reported	Q4 2020
ABTAbbott Laboratories	$422K	0.14%	0.00%	+3.0%	Q4 2020
AMATApplied Materials Inc	$409K	0.13%	0.00%	Not reported	Q4 2023
QCOMQualcomm Inc	$402K	0.13%	0.00%	+2.7%	Q4 2023
NUENucor Corp	$388K	0.12%	0.00%	Not reported	Q4 2020
MCKMckesson Corp	$380K	0.12%	0.00%	Not reported	Q1 2024
GILDGilead Sciences, Inc.	$354K	0.11%	0.00%	-8.5%	Q4 2023
CBChubb Ltd	$353K	0.11%	0.00%	+21.5%	Q4 2023
DHIHorton D R Inc	$348K	0.11%	0.00%	Not reported	Q4 2020
CINFCincinnati Financial Corp	$344K	0.11%	0.00%	+5.1%	Q4 2020
SNASnap-on Inc	$341K	0.11%	0.00%	+1.5%	Q2 2023

Q3 2025Reported Oct 23, 202585 positions
QQQInvesco QQQ Trust, Series 1	$12.9M	4.44%	Not reported	Not reported	Q4 2020
AAPLApple Inc.	$5.02M	1.73%	0.00%	Not reported	Q4 2020
NVDANvidia Corp	$4.41M	1.52%	0.00%	Not reported	Q4 2020
ESTCElastic N.V.	$3.79M	1.30%	0.04%	Not reported	Q4 2023
MSFTMicrosoft Corp	$2.94M	1.01%	0.00%	Not reported	Q4 2020
ITWIllinois Tool Works Inc	$2.11M	0.73%	0.00%	Not reported	Q4 2020
LLYELI LILLY & Co	$1.67M	0.57%	0.00%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$1.46M	0.50%	Not reported	Not reported	Q4 2020
GOOGAlphabet Inc.	$1.41M	0.49%	Not reported	Not reported	Q4 2020
IBMInternational Business Machines Corp	$1.09M	0.37%	0.00%	Not reported	Q4 2020
POWRPowersecure International, Inc.	$959K	0.33%	Not reported	Not reported	Q4 2020
BRK.BBerkshire Hathaway Inc	$956K	0.33%	Not reported	Not reported	Q4 2020
NFLXNetflix Inc	$952K	0.33%	0.00%	Not reported	Q4 2020
AXONAxon Enterprise, Inc.	$840K	0.29%	0.00%	Not reported	Q1 2024
JNJJohnson & Johnson	$791K	0.27%	0.00%	Not reported	Q4 2020
ANETArista Networks, Inc.	$766K	0.26%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$739K	0.25%	0.00%	Not reported	Q4 2020
PGPROCTER & GAMBLE Co	$651K	0.22%	0.00%	Not reported	Q4 2020
MCDMcdonalds Corp	$612K	0.21%	0.00%	Not reported	Q4 2020
WMTWalmart Inc.	$560K	0.19%	0.00%	Not reported	Q4 2020
VVisa Inc.	$535K	0.18%	0.00%	Not reported	Q3 2023
BACBank of America Corp	$532K	0.18%	0.00%	Not reported	Q4 2020
CVXChevron Corp	$525K	0.18%	0.00%	Not reported	Q4 2020
GOOGLAlphabet Inc.	$516K	0.18%	0.00%	Not reported	Q4 2020
SPYSPDR S&P 500 ETF Trust	$516K	0.18%	Not reported	Not reported	Q4 2020
MRKMerck & Co., Inc.	$490K	0.17%	0.00%	Not reported	Q4 2020
XOMExxonMobil Holdings Corp	$483K	0.17%	0.00%	Not reported	Q4 2020
GSGoldman Sachs Group Inc	$478K	0.16%	0.00%	Not reported	Q4 2020
COSTCostco Wholesale Corp	$462K	0.16%	0.00%	Not reported	Q4 2020
INTUIntuit Inc.	$459K	0.16%	0.00%	Not reported	Q4 2020
CATCaterpillar Inc	$449K	0.15%	0.00%	Not reported	Q4 2020
PHMPultegroup Inc	$446K	0.15%	0.00%	Not reported	Q4 2020
ABTAbbott Laboratories	$438K	0.15%	0.00%	Not reported	Q4 2020
TSLATesla, Inc.	$430K	0.15%	0.00%	Not reported	Q4 2020
AMZNAmazon Com Inc	$420K	0.14%	0.00%	Not reported	Q4 2020
WELLWelltower Inc.	$411K	0.14%	0.00%	Not reported	Q4 2020
CSCOCisco Systems, Inc.	$409K	0.14%	0.00%	Not reported	Q4 2020
DHIHorton D R Inc	$409K	0.14%	0.00%	Not reported	Q4 2020
QCOMQualcomm Inc	$380K	0.13%	0.00%	Not reported	Q4 2023
WFCWells Fargo & Company	$374K	0.13%	0.00%	Not reported	Q4 2020
CALMCal-Maine Foods Inc	$364K	0.13%	0.01%	Not reported	Q4 2023
GRMNGarmin Ltd	$363K	0.12%	0.00%	Not reported	Q4 2020
MCKMckesson Corp	$358K	0.12%	0.00%	Not reported	Q1 2024
GILDGilead Sciences, Inc.	$350K	0.12%	0.00%	Not reported	Q4 2023
SNASnap-on Inc	$338K	0.12%	0.00%	Not reported	Q2 2023
AMATApplied Materials Inc	$326K	0.11%	0.00%	Not reported	Q4 2023
ORCLOracle Corp	$323K	0.11%	0.00%	Not reported	Q4 2023
NUENucor Corp	$322K	0.11%	0.00%	Not reported	Q4 2020
CINFCincinnati Financial Corp	$317K	0.11%	0.00%	Not reported	Q4 2020
CEGConstellation Energy Corp	$316K	0.11%	0.00%	Not reported	Q3 2024

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