Planning Project LLC
CIK: 2052480SEC EDGAR →
Portfolio Value
$123.8B
Holdings
26
As of
Q2 2026
New Positions
26
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 634,808 | $61.8B | 49.94% |
| 2 | ISHARES TR | 587,162 | $44.2B | 35.73% |
| 3 | VANGUARD SCOTTSDALE FDS | 54,980 | $4.0B | 3.24% |
| 4 | VANGUARD BD INDEX FDS | 34,576 | $2.5B | 2.02% |
| 5 | VANGUARD SCOTTSDALE FDS | 22,163 | $1.9B | 1.50% |
| 6 | VANGUARD SCOTTSDALE FDS | 18,239 | $1.5B | 1.21% |
| 7 | MAGNOLIA OIL & GAS CORP | 53,409 | $1.4B | 1.16% |
| 8 | VANGUARD SCOTTSDALE FDS | 15,734 | $1.3B | 1.03% |
| 9 | VANGUARD SCOTTSDALE FDS | 13,605 | $823.4M | 0.66% |
| 10 | SCHWAB STRATEGIC TR | 20,742 | $739.7M | 0.60% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $121.9B | 98.4% |
| Energy | 4 | $1.7B | 1.4% |
| Technology | 1 | $177.4M | 0.1% |
| Unknown | 1 | $91.6M | 0.1% |
| Basic Materials | 1 | $6.7M | 0.0% |
| Consumer Defensive | 1 | $1.5M | 0.0% |