Planned Solutions, Inc. has disclosed its quarterly investment holdings in a recent SEC filing, providing insights into its financial strategy and portfolio management. The filing, dated October 19, 2026, reveals the company's commitment to maintaining a diverse investment portfolio.
The filing indicates that Planned Solutions, Inc. had a total portfolio value of approximately $365 million as of September 30, 2026. This value reflects the company's strategic approach to investing in a variety of assets, including stocks and exchange-traded funds (ETFs). The report includes holdings in well-known companies such as Amazon, Johnson & Johnson, and Microsoft, among others.
Background
Planned Solutions, Inc. is a California-based company that focuses on investment management. According to its SEC filings, the company is classified under the "other" entity type, with a Central Index Key (CIK) of 0001831332. The firm has been active in filing various forms, including the 13F-HR, which it recently submitted on October 19, 2026. This filing is part of a series of reports that Planned Solutions has submitted throughout the year, showcasing its ongoing investment activities.
What the Filing Says
The recent filing outlines the company's holdings as of September 30, 2026, detailing a total of 157 different assets. The report emphasizes that the company has exercised sole investment discretion over these holdings, indicating a focused management strategy. Notably, the filing states, "The total value of the portfolio is $365,115,060," reflecting a robust investment approach.
Impact
This update may affect various stakeholders, including investors and analysts monitoring Planned Solutions' investment strategies. The diverse portfolio suggests a balanced approach to risk management, which could inspire confidence among current and potential investors. Additionally, the report highlights Planned Solutions' competitive positioning in the investment management industry, especially in light of its holdings in major corporations and ETFs.
What's Next
The filing does not specify what happens next for Planned Solutions, Inc. However, it is likely that the company will continue to monitor its investments closely and may provide further updates in future filings.
For those interested in reviewing the filing, it can be accessed through the SEC's EDGAR database under the accession number 0001831332-26-000005.