Catherine Dunnam

Planned Solutions, Inc.

Assets Managed

$348.939M

Holdings

154

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

14.2%(2Q avg: 6.11%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Planned Solutions, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 154 positions.

Assets under management

The assets under management (AUM) of Planned Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 348.939M in assets, with a quarterly growth rate of 14.2% and a 2-quarter average growth rate of 6.11%. The portfolio is managed by Catherine Dunnam, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ITOT Ishares Core S&p Total U.s. Recent Activity Increased 4.72%	11.24%	$39.203M 238,648 shares@ $164.27 avg price	Increased 4.72%
FNDX Schwab Fndmntl Us Lrg Co Etf Recent Activity Decreased -0.89%	9.22%	$32.161M 1.034M shares@ $31.11 avg price	Decreased -0.89%
MOAT Vaneck Morningstar Wide Moat Recent Activity Decreased -0.93%	8.61%	$30.02M 288,767 shares@ $103.96 avg price	Decreased -0.93%
JPIE Jpmorgan Income Etf Recent Activity Increased 2.06%	7.18%	$25.052M 544,008 shares@ $46.06 avg price	Increased 2.06%
GARP Ishares Msci Usa Quality Gar Recent Activity Increased 0.92%	5.75%	$20.063M 243,037 shares@ $82.56 avg price	Increased 0.92%
IVW Ishares S&p 500 Growth Etf Recent Activity Increased 0.84%	5.23%	$18.235M 132,587 shares@ $137.54 avg price	Increased 0.84%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 0.08%	4.52%	$15.77M 21,415 shares@ $736.4 avg price	Increased 0.08%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 3.42%	3.83%	$13.357M 138,302 shares@ $96.59 avg price	Increased 3.42%
AVUV Avantis Us Small Cap Value Recent Activity Increased 0.36%	2.8%	$9.738M 78,054 shares@ $124.77 avg price	Increased 0.36%
JVAL Jpmorgan Us Value Factor Etf Recent Activity Decreased -0.96%	2.41%	$8.387M 143,018 shares@ $58.64 avg price	Decreased -0.96%

1-10 of 154