Planning Project LLC
Portfolio value QoQ: +26.0% 13F does not disclose cash
Top 10 holdings weight96.68%
Top 25 holdings weight99.96%
Positions above 1%9
Effective number of positions4.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.14% Est. buys $84,149,149 · sells $651,601
New positions8
Increased15
Decreased3
Closed0
Portfolio value
$501.4M
Positions
26
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 26 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $195,992,201 | 39.09% | 254,452 | $46,469,771 | |||
| IEFA | $91,604,877 | 18.27% | 914,240 | $20,764,324 | |||
| AGG | $61,843,231 | 12.34% | 634,808 | $6,040,371 | |||
| IJH | $44,244,275 | 8.82% | 587,162 | $10,629,087 | |||
| LQD | $31,799,270 | 6.34% | 299,341 | $3,470,824 | |||
| IJR | $28,571,997 | 5.70% | 197,821 | $7,745,631 | |||
| XOM | $11,395,951 | 2.27% | 70,895 | Up ×1 | |||
| VOO | $8,527,436 | 1.70% | 12,098 | $844,233 | |||
| LIN | $6,710,673 | 1.34% | 13,707 | $866,572 | |||
| VEA | $4,009,154 | 0.80% | 54,980 | $1,258,103 | |||
| BND | $2,497,804 | 0.50% | 34,576 | $4,008 | |||
| VOOG | $1,860,562 | 0.37% | 22,163 | Up ×1 | |||
| COP | $1,814,818 | 0.36% | 13,760 | Up ×1 | |||
| VO | $1,496,659 | 0.30% | 18,239 | $195,116 | |||
| WMT | $1,480,093 | 0.30% | 14,114 | Up ×1 | |||
| MGY | $1,434,032 | 0.29% | 53,409 | Up ×1 | |||
| VCIT | $1,275,840 | 0.25% | 15,734 | $756 | |||
| VWO | $823,392 | 0.16% | 13,605 | $779,620 | |||
| SCHG | $739,652 | 0.15% | 20,742 | $639,993 | |||
| USHY | $696,444 | 0.14% | 18,864 | Up ×1 | |||
| JPLD | $696,228 | 0.14% | 13,393 | $-357,615 | |||
| SCHD | $559,393 | 0.11% | 16,033 | $126,685 | |||
| FBND | $508,322 | 0.10% | 11,359 | $-213,471 | |||
| XMAG | $362,598 | 0.07% | 13,930 | Up ×1 | |||
| ET | $237,878 | 0.05% | 11,059 | $101,920 | |||
| PML | $177,386 | 0.04% | 24,200 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +36K | +$46.5M |
| IEFA | Bought more | +122K | +$20.8M |
| IJH | Bought more | +78K | +$10.6M |
| IJR | Bought more | +25K | +$7.7M |
| AGG | Bought more | +76K | +$6.0M |
| LQD | Bought more | +42K | +$3.5M |
| VEA | Bought more | +11K | +$1.3M |
| LIN | Bought more | +1 | +$867K |
| VOO | Trimmed | -153 | +$844K |
| JPLD | Trimmed | -7K | -$358K |
2 positions hidden — reported move looks larger than the position itself (data completeness check)