PLANNING DIRECTIONS INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, PLANNING DIRECTIONS INC held in its portfolio 100 assets valued at $198,444,398 (i.e. $198.44M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($36.88M), VANGUARD BD INDEX FDS ($16.75M), and VANGUARD SPECIALIZED FUNDS ($14.96M).
The chart below shows the top 10 valuable assets, and the table below shows the top 100 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PLANNING DIRECTIONS INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1344660 | 36884021 | US DIVIDEND EQ |
| VANGUARD BD INDEX FDS | 212543 | 16750526 | SHORT TRM BOND |
| VANGUARD SPECIALIZED FUNDS | 68060 | 14958268 | DIV APP ETF |
| VICTORY PORTFOLIOS II | 280824 | 13298337 | CORE INTERMEDIAT |
| APPLE INC | 42613 | 11584644 | COM |
| ISHARES TR | 59638 | 7167306 | CORE S&P SCP ETF |
| VANGUARD WORLD FD | 43187 | 6096234 | MEGA CAP VAL ETF |
| FIDELITY MERRIMACK STR TR | 113546 | 5703426 | LOW DURTIN ETF |
| VANGUARD INTL EQUITY INDEX F | 39977 | 5639110 | TT WRLD ST ETF |
| VANGUARD INDEX FDS | 20135 | 5620594 | MCAP GR IDXVIP |
| ISHARES TR | 129248 | 5540849 | 0-5YR HI YL CP |
| VANGUARD INDEX FDS | 10661 | 5200871 | GROWTH ETF |
| VANGUARD SCOTTSDALE FDS | 64013 | 5103751 | SHRT TRM CORP BD |
| SPDR SERIES TRUST | 21138 | 3262816 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 56136 | 3213242 | EQUITY PREMIUM |
| NVIDIA CORPORATION | 15481 | 2887158 | COM |
| J P MORGAN EXCHANGE TRADED F | 45467 | 2642528 | NASDAQ EQT PREM |
| ISHARES TR | 14994 | 2518024 | CORE S&P US GWT |
| VANGUARD INDEX FDS | 7137 | 2071433 | MID CAP ETF |
| VANGUARD INDEX FDS | 9177 | 1752742 | VALUE ETF |
| ISHARES U S ETF TR | 32270 | 1648983 | SHORT DURATION B |
| AMAZON COM INC | 6589 | 1520873 | COM |
| VANGUARD INDEX FDS | 2363 | 1482207 | S&P 500 ETF SHS |
| MICROSOFT CORP | 2885 | 1395253 | COM |
| VANGUARD INDEX FDS | 6570 | 1391415 | SM CP VAL ETF |
| ISHARES INC | 11406 | 1354463 | MSCI GBL MIN VOL |
| J P MORGAN EXCHANGE TRADED F | 17473 | 1308354 | INTRNL RES EQT |
| VANGUARD INDEX FDS | 7123 | 1263476 | MCAP VL IDXVIP |
| SELECT SECTOR SPDR TR | 15681 | 1218129 | STATE STREET CON |
| ISHARES TR | 6940 | 1028244 | US INDUSTRIALS |
| J P MORGAN EXCHANGE TRADED F | 19889 | 1004389 | MUNICIPAL ETF |
| VANGUARD MUN BD FDS | 18551 | 932937 | TAX EXEMPT BD |
| VANGUARD WORLD FD | 3070 | 883692 | HEALTH CAR ETF |
| APPLIED MATLS INC | 3253 | 835902 | COM |
| CONSTELLATION ENERGY CORP | 2273 | 802917 | COM |
| COINBASE GLOBAL INC | 3428 | 775208 | COM CL A |
| VANGUARD INDEX FDS | 2956 | 762451 | SMALL CP ETF |
| INVESCO EXCHANGE TRADED FD T | 23102 | 670526 | S&P500 EQL STP |
| ISHARES TR | 10004 | 651235 | US HLTHCARE ETF |
| WALMART INC | 5587 | 622463 | COM |
| ALPHABET INC | 1735 | 543093 | CAP STK CL A |
| VANGUARD SCOTTSDALE FDS | 6393 | 535425 | INT-TERM CORP |
| SELECT SECTOR SPDR TR | 12464 | 532074 | STATE STREET UTI |
| ISHARES TR | 2611 | 521361 | U.S. TECH ETF |
| COHERENT CORP | 2800 | 516796 | COM |
| EXXON MOBIL CORP | 4204 | 505969 | COM |
| VANGUARD STAR FDS | 6152 | 464081 | VG TL INTL STK F |
| ISHARES TR | 4822 | 454060 | MSCI USA MIN VOL |
| SPDR S&P 500 ETF TR | 662 | 451431 | TR UNIT |
| MCDONALDS CORP | 1407 | 430007 | COM |
| FIRST TR EXCHANGE-TRADED FD | 9030 | 416093 | SHS |
| ISHARES TR | 3978 | 410248 | US CONSUM DISCRE |
| VANGUARD INDEX FDS | 1332 | 402270 | SML CP GRW ETF |
| PALO ALTO NETWORKS INC | 2170 | 399714 | COM |
| SCHWAB STRATEGIC TR | 13293 | 378598 | US SML CAP ETF |
| ISHARES TR | 1752 | 376081 | US AER DEF ETF |
| VANGUARD WORLD FD | 891 | 367613 | MEGA GRWTH IND |
| VANGUARD BD INDEX FDS | 7279 | 362764 | VANGUARD ULTRA |
| ISHARES TR | 2544 | 358776 | RUS MDCP VAL ETF |
| VICTORY PORTFOLIOS II | 6935 | 352572 | SHORT TRM BD ETF |
| WSFS FINL CORP | 6195 | 342239 | COM |
| GLOBAL X FDS | 7027 | 335817 | US INFR DEV ETF |
| DEERE & CO | 714 | 332466 | COM |
| HOME DEPOT INC | 949 | 326688 | COM |
| BOEING CO | 1455 | 315993 | COM |
| INTERNATIONAL BUSINESS MACHS | 1050 | 311068 | COM |
| DELL TECHNOLOGIES INC | 2438 | 306938 | CL C |
| VANGUARD WHITEHALL FDS | 2062 | 296004 | HIGH DIV YLD |
| VANGUARD BD INDEX FDS | 3752 | 292168 | INTERMED TERM |
| FIDELITY COVINGTON TRUST | 5103 | 289286 | HIGH DIVID ETF |
| COSTCO WHSL CORP NEW | 334 | 288229 | COM |
| LOWES COS INC | 1191 | 287333 | COM |
| FIDELITY MERRIMACK STR TR | 6578 | 285674 | INVESTMENT GR BD |
| ISHARES TR | 1899 | 282346 | CORE S&P TTL STK |
| VANGUARD INTL EQUITY INDEX F | 5082 | 273222 | FTSE EMR MKT ETF |
| CATERPILLAR INC | 471 | 269731 | COM |
| ISHARES TR | 389 | 266633 | CORE S&P500 ETF |
| BERKSHIRE HATHAWAY INC DEL | 524 | 263389 | CL B NEW |
| PALANTIR TECHNOLOGIES INC | 1475 | 262181 | CL A |
| HCA HEALTHCARE INC | 558 | 260344 | COM |
| NORFOLK SOUTHN CORP | 899 | 259657 | COM |
| ISHARES TR | 3551 | 246539 | CORE DIV GRWTH |
| NEXTERA ENERGY INC | 3059 | 245577 | COM |
| ISHARES TR | 2839 | 244864 | MSCI EAFE MIN VL |
| VANGUARD WHITEHALL FDS | 2653 | 242646 | INTL DVD ETF |
| META PLATFORMS INC | 362 | 238979 | CL A |
| VANGUARD WORLD FD | 315 | 237173 | INF TECH ETF |
| CORMEDIX INC | 20000 | 232600 | COM |
| PROCTER AND GAMBLE CO | 1608 | 230442 | COM |
| ROUNDHILL ETF TRUST | 4248 | 229012 | ROUNDHILL S&P500 |
| PEPSICO INC | 1587 | 227774 | COM |
| JPMORGAN CHASE & CO. | 705 | 227094 | COM |
| INVESCO EXCHANGE TRADED FD T | 2894 | 216419 | S&P500 EQL UTL |
| T ROWE PRICE ETF INC | 4330 | 215828 | ULTRA SHRT TRM |
| J P MORGAN EXCHANGE TRADED F | 4103 | 214736 | JPMORGAM LTD DUR |
| ACNB CORP | 4433 | 214336 | COM |
| BLACKSTONE INC | 1382 | 212960 | COM |
| ALPHABET INC | 665 | 208624 | CAP STK CL C |
| AGNC INVT CORP | 12469 | 133664 | COM |
| CAPITAL SOUTHWEST CORP | 50000 | 49702 | NOTE 5.125%11/1 |
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