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Planning Strategies Inc.
hedge fundUpdated 17 days agoManaged by Planning Strategies Inc. • Latest filing Q3 2026
Portfolio value
$168.9M
Q3 2026
Filings
2
Quarterly 13F history
Top-10 concentration
99.7%
Weight of largest holdings
Annualized return
23.2%
Implied from 13F holdings
Top holdings
1,159 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $29.2M | 226.3K | 17.27% | Added(+10.1%) | |
| 2 | $17.9M | 429.9K | 10.62% | Added(+9.1%) | |
| 3 | $15.5M | 206.0K | 9.19% | Added(+0.3%) | |
| 4 | $10.1M | 203.2K | 5.95% | Trimmed(-1.8%) | |
| 5 | $6.3M | 148.3K | 3.71% | Added(+8.4%) | |
| 6 | $4.7M | 6.7K | 2.78% | Added(+4.3%) | |
| 7 | $4.4M | 33.9K | 2.59% | Added(+12.2%) | |
| 8 | $4.2M | 54.6K | 2.50% | Added(+1.3%) | |
| 9 | $4.2M | 62.7K | 2.48% | Trimmed(-0.8%) | |
| 10 | $4M | 17.7K | 2.39% | Added(+3441.2%) | |
| 11 | $3.5M | 10.5K | 2.06% | Trimmed(-1.7%) | |
| 12 | $3.5M | 44.2K | 2.05% | Added(+0.3%) | |
| 13 | $3.4M | 34.3K | 2.01% | Added(+4.5%) | |
| 14 | ? N/A JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $3M | 40.5K | 1.76% | Added(+2.6%) |
| 15 | $2.6M | 11.6K | 1.52% | Trimmed(-3.5%) | |
| 16 | $2.4M | 68.5K | 1.44% | Added(+0.2%) | |
| 17 | $2.2M | 81.3K | 1.28% | Added(+3.5%) | |
| 18 | $1.9M | 3.8K | 1.14% | Added(+842.0%) | |
| 19 | $1.9M | 6.8K | 1.14% | Added(+14.1%) | |
| 20 | $1.7M | 21.8K | 1.01% | Trimmed(-1.2%) |