Planning Project LLC
CIK 2052480
13F filing for Q2 2026・No. 3,886
- Holdings
- US$501.36M
- Quarter change
- No filing last quarter
- Entries
- 26
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
26 stocks worth US$501.36M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TREXCHANGE TRADE FUND | — | 254,452 | US$195.99M | 39.09% |
| ISHARES TREXCHANGE TRADE FUND | — | 914,240 | US$91.6M | 18.27% |
| ISHARES TREXCHANGE TRADE FUND | — | 634,808 | US$61.84M | 12.34% |
| IJHISHARES TREXCHANGE TRADE FUND | — | 587,162 | US$44.24M | 8.82% |
| LQDISHARES TREXCHANGE TRADE FUND | — | 299,341 | US$31.8M | 6.34% |
| ISHARES TREXCHANGE TRADE FUND | — | 197,821 | US$28.57M | 5.70% |
| 9666655DEXXON MOBIL CORPSTOCK | — | 70,895 | US$11.4M | 2.27% |
| VOOVanguard S&P 500 ETFEXCHANGE TRADE FUND | — | 12,098 | US$8.53M | 1.70% |
| LINLINDE PLCSTOCK | — | 13,707 | US$6.71M | 1.34% |
| VANGUARD SCOTTSDALE FDSEXCHANGE TRADE FUND | — | 54,980 | US$4.01M | 0.80% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled September 1, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.