Planned Solutions, Inc.

CIK

1831332

Location

FOLSOM, CA

Portfolio Value

Micro $6,630,670

Diversification

Diversified

Filing Date

Global Rank

#6,518 / 8,578 ▼ 35

Top Industry

Consumer Electronics 10.1%

3Y Alpha vs SPY

-4.0%

Period ended 3 months ago

Filed Apr 9, 2026 · 2mo

22 quarters · since Sep 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.0%

SPY

+74.2%

Annualised alpha

-3.6%

Max drawdown

−21.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

82 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.7%

+0.2 pts

Top 5

44.1%

−2.1 pts

Top 10

55.0%

−3.4 pts

HHI

609

Diversified−19

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.1%	$17,675,054	15
Unclassified	20.8%	$13,064,996	3
Industrials	11.5%	$7,203,036	7
Financial Services	10.6%	$6,630,670	19
Healthcare	7.6%	$4,750,122	7
Communication Services	4.5%	$2,798,330	5
Consumer Defensive	4.4%	$2,769,945	6
Consumer Cyclical	4.1%	$2,546,576	6
Energy	3.6%	$2,248,389	5
Basic Materials	2.4%	$1,505,626	4
Real Estate	1.7%	$1,040,316	3
Utilities	0.9%	$570,955	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	+90	6,726	$809,070
MU	Micron Technology Inc	+71	1,589	$536,827
AMZN	Amazon Com Inc	+53	2,101	$437,575
META	Meta Platforms, Inc.	+20	2,034	$1,163,712
AMAT	Applied Materials Inc /De	+6	1,598	$546,180
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−5,049	19,522	$3,404,636
AAPL	Apple Inc.	−2,445	19,761	$5,015,144
WFC	Wells Fargo & Company/Mn	−1,383	3,675	$292,566
ABT	Abbott Laboratories	−1,364	2,004	$205,750
GOOGL	Alphabet Inc.	−977	1,162	$334,144
QCOM	Qualcomm Inc/De	−693	1,655	$213,130
CSCO	Cisco Systems, Inc.	−682	7,319	$567,881
NFLX	Netflix Inc	−438	7,502	$721,317
QQQ	Invesco Qqq Trust, Series 1	−409	21,400	$12,351,652
XOM	Exxon Mobil Corp	−382	3,905	$662,522
WMT	Walmart Inc.	−367	5,285	$656,819
AMGN	Amgen Inc	−306	1,022	$359,590
T	At&T Inc.	−288	8,911	$258,329
MSFT	Microsoft Corp	−285	5,353	$1,981,520
CAT	Caterpillar Inc	−253	1,362	$964,922
LLY	ELI LILLY & Co	−231	1,860	$1,710,772
PG	PROCTER & GAMBLE Co	−197	4,372	$631,491
MCD	Mcdonalds Corp	−184	2,416	$750,868
GILD	Gilead Sciences, Inc.	−180	2,708	$377,413
BAC	Bank Of America Corp /De/	−158	11,161	$544,098
MCK	Mckesson Corp	−133	330	$285,568
JNJ	Johnson & Johnson	−116	4,099	$1,001,959
PSA	Public Storage	−103	956	$258,961
IBM	International Business Machines Corp	−100	3,783	$916,961
COST	Costco Wholesale Corp /New	−95	629	$626,754
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
TTE	TotalEnergies SE	2,994	$272,394
MYRG	Myr Group Inc.	900	$254,088
COP	Conocophillips	1,826	$241,032
PRDO	PERDOCEO EDUCATION Corp	6,135	$228,283
CBOE	Cboe Global Markets, Inc.	760	$213,613
GLD	Spdr Gold Trust	488	$209,981
CFG	Citizens Financial Group Inc/Ri	3,353	$201,079
PCAR	Paccar Inc	1,737	$200,623
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	1,155	$225,121
TMO	Thermo Fisher Scientific Inc.	386	$223,667
SNY	Sanofi	4,462	$216,228
CDNS	Cadence Design Systems Inc	685	$214,117
INTC	Intel Corp	5,798	$213,946
COF	Capital One Financial Corp	854	$206,975
GE	General Electric Co	657	$202,375
FSK	FS KKR Capital Corp	12,968	$192,056
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 positions · $6,630,670 total · Financial Services only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,902	0	$911,438	−4.7%	13.75%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,733	0	$803,939	−8.7%	12.12%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	11,161	-158	$544,098	−12.6%	8.21%
GS	Goldman Sachs Group Inc Financial Services	Held	600	0	$507,594	−3.8%	7.66%
V	Visa Inc. Financial Services	Reduced	1,529	-69	$462,124	−17.5%	6.97%
CB	Chubb Ltd Financial Services	Held	1,130	0	$368,300	+4.4%	5.55%
CINF	Cincinnati Financial Corp Financial Services	Held	2,105	0	$331,221	−3.7%	5.00%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	3,675	-1,383	$292,566	−37.9%	4.41%
SYF	Synchrony Financial Financial Services	Held	3,690	0	$250,993	−18.5%	3.79%
HIG	Hartford Insurance Group, Inc. Financial Services	Held	1,830	0	$247,470	−1.9%	3.73%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,181	0	$245,754	−0.3%	3.71%
RF	Regions Financial Corp Financial Services	Held	9,285	0	$242,524	−3.6%	3.66%
EVR	Evercore Inc. Financial Services	Held	800	0	$238,808	−12.3%	3.60%
VCTR	Victory Capital Holdings, Inc. Financial Services	Held	3,546	0	$232,192	+3.8%	3.50%
CBOE	Cboe Global Markets, Inc. Financial Services	NEW	760	NEW	$213,613	NEW	3.22%
MS	Morgan Stanley Financial Services	Held	1,257	0	$206,864	−7.3%	3.12%
MA	Mastercard Inc Financial Services	Held	414	0	$206,859	−12.5%	3.12%
CFG	Citizens Financial Group Inc/Ri Financial Services	NEW	3,353	NEW	$201,079	NEW	3.03%
SAN	Banco Santander, S.A. Financial Services	Held	10,925	0	$123,234	−3.8%	1.86%