Planning Project LLC
13F Portfolio Filings
Most recent 13F
Q2 2026
Location
The Woodlands, TX
CIK
0002052480
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2026
26
501,360
IVV, IEFA, AGG, IJH
13F-HR
9/1/2026
000205248026000008
Q4 2025
144
397,996
IVV, IEFA, AGG, IJH
13F-HR
2/12/2026
000205248026000005