Planning Strategies Inc.
13F Portfolio Filings
Most recent 13F
Q2 2026
Location
Lancaster, PA
CIK
0002139665
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2026
1,068
160,326
VONG, LVHI, DGRO, IQLT
13F-HR
7/27/2026
000213966526000001