Planning Project LLC
13F Portfolio Filings
Most recent 13F
Q4 2025
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
Q4 2025
144
397,996
IVV, IEFA, AGG, IJH
13F-HR
2/12/2026
000205248026000005