Planning Project LLC — 13F Holdings & Portfolio

CIK 2052480 · latest 13F-HR filed 2026-02-12

Planning Project LLC manages $398.0M in 13F-reported U.S. long-equity assets across 144 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are IVV (37.57%), IEFA (17.80%), AGG (14.02%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$398.0M

Long-equity book

Holdings

144

Distinct positions

Period

2025-12-31

Filed 2026-02-12

Q/Q Activity

no prior filing cached

Firm Profile & Key People
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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES CORE S&P 500 IVV 464287200 $149.5M 37.57% 218,300 SH
2 ISHARES CORE MSCI EAFE IEFA 46432F842 $70.8M 17.80% 791,868 SH
3 ISHARES CORE US AGG 464287226 $55.8M 14.02% 558,699 SH
4 ISHARES CORE S&P MID CAP IJH 464287507 $33.6M 8.45% 509,321 SH
5 ISHARES IBOXX INVT GRADE LQD 464287242 $28.3M 7.12% 257,087 SH
6 ISHARES CORE S&P SMALL IJR 464287804 $20.8M 5.23% 173,293 SH
7 VANGUARD S&P 500 ETF VOO 922908363 $7.7M 1.93% 12,251 SH
8 LINDE PLC F LIN G54950103 $5.8M 1.47% 13,706 SH
9 VANGUARD FTSE DEVELOPED VEA 921943858 $2.8M 0.69% 44,038 SH
10 VANGUARD TOTAL BOND BND 921937835 $2.5M 0.63% 33,668 SH
11 VANGUARD TOTAL STOCK VTI 922908769 $1.9M 0.48% 5,709 SH
12 SPDR S&P 500 ETF SPY 78462F103 $1.8M 0.44% 2,575 SH
13 VANGUARD MID CAP ETF VO 922908629 $1.3M 0.33% 4,485 SH
14 VANGUARD INTERMEDIATE VCIT 92206C870 $1.3M 0.32% 15,225 SH
15 JPMORGAN LIMITED DRTN JPLD 46654Q773 $1.1M 0.26% 20,135 SH
16 ISHARES RUSSELL 1000 IWF 464287614 $940.1K 0.24% 1,986 SH
17 VANGUARD SMALL CAP ETF VB 922908751 $930.7K 0.23% 3,608 SH
18 ISHARES RUSSELL 1000 IWB 464287622 $860.0K 0.22% 2,303 SH
19 ISHARES NATIONAL MUNI MUB 464288414 $764.3K 0.19% 7,136 SH
20 FIDELITY TOTAL BOND ETF FBND 316188309 $721.8K 0.18% 15,678 SH
21 ISHARES CORE MSCI IEMG 46434G103 $519.7K 0.13% 7,731 SH
22 JANUS HENDERSON AAA CLO JAAA 47103U845 $488.0K 0.12% 9,648 SH
23 ISHARES RUSSELL 1000 IWD 464287598 $446.9K 0.11% 2,125 SH
24 SCHWAB US DIVIDEND SCHD 808524797 $432.7K 0.11% 15,775 SH
25 DIMENSIONAL US CORE DFAU 25434V104 $387.4K 0.10% 8,277 SH
26 VANGUARD INTL DIVIDEND VIGI 921946810 $327.7K 0.08% 3,583 SH
27 VANGUARD GROWTH ETF VUG 922908736 $324.3K 0.08% 665 SH
28 VANGUARD VALUE ETF VTV 922908744 $285.6K 0.07% 1,495 SH
29 SPDR GOLD SHARES ETF GLD 78463V107 $242.1K 0.06% 611 SH
30 ISHARES MSCI EAFE ETF EFA 464287465 $232.0K 0.06% 2,416 SH
31 ISHARES MSCI USA QLTY QUAL 46432F339 $229.4K 0.06% 1,155 SH
32 DIMENSIONAL US HIGH DUHP 25434V831 $219.9K 0.06% 5,781 SH
33 VANGUARD LARGE CAP ETF VV 922908637 $217.0K 0.05% 689 SH
34 ISHARES CORE DIVIDEND DGRO 46434V621 $213.8K 0.05% 3,079 SH
35 VANGUARD REAL ESTATE VNQ 922908553 $194.5K 0.05% 2,198 SH
36 INVESCO RAFI US 1000 PRF 46137V613 $173.1K 0.04% 3,689 SH
37 ST STRT SPDR PRTL S&P SPYG 78464A409 $162.2K 0.04% 1,520 SH
38 ENERGY TRANSFER L P LP ET 29273V100 $136.0K 0.03% 8,245 SH
39 SCHWAB US LARGE CAP ETF SCHX 808524201 $134.3K 0.03% 4,991 SH
40 SCHWAB FUNDAMNTL INTRNL FNDF 808524755 $131.1K 0.03% 2,900 SH
41 VANGUARD FINANCIALS ETF VFH 92204A405 $126.4K 0.03% 947 SH
42 SCHWAB INTERNATIONAL SCHF 808524805 $126.2K 0.03% 5,249 SH
43 STATE STRET ENRGY SLECT XLE 81369Y506 $124.6K 0.03% 2,786 SH
44 ISHARES INTERNATIONAL IDV 464288448 $106.4K 0.03% 2,697 SH
45 ISHARES GOLD ETF IAU 464285204 $104.1K 0.03% 1,282 SH
46 SCHWAB US LARGE CAP SCHG 808524300 $99.7K 0.03% 3,055 SH
47 ISHARES TOTAL US STOCK ITOT 464287150 $97.8K 0.02% 658 SH
48 ISHARES MSCI EAFE GROWTH EFG 464288885 $97.2K 0.02% 853 SH
49 STATE STRET TEC SELECT XLK 81369Y803 $96.0K 0.02% 667 SH
50 ISHARES EXPANDED TECH IGV 464287515 $94.6K 0.02% 895 SH