PLANNING ALTERNATIVES LTD /ADV

Position in COF — Capital One Financial Corp

CIK 712011 BIRMINGHAM, MI

Position in COF

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$253,784

New position

Shares Held

1,265

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,601

of 2,096 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PLANNING ALTERNATIVES LTD /ADV holds $2,021,362 across 4 Credit Services names. COF ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,663	$913,648
2	AXP	American Express Co	1,571	$531,390
3	MA	Mastercard Inc	628	$322,540
4	COF	Capital One Financial Corp This page	1,265	$253,784

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,784	1,265	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.