Planned Solutions, Inc.

Q1 2026 13F Holdings

Location
Folsom, CA
Holdings as of
3/31/2026
Value ($000)
$305,567
Num holdings
139
Date filed
4/9/2026
Form type
13F-HR
Prev filing
1/27/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type