Planned Solutions, Inc.

Q4 2025 13F Holdings

Location
Folsom, CA
Holdings as of
12/31/2025
Value ($000)
$311,747
Num holdings
139
Date filed
1/27/2026
Form type
13F-HR
Prev filing
10/23/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type