Planned Solutions, Inc.
Planned Solutions, Inc. reported a Form 13F information table total of $305.57 million in 139 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1831332): holdings report, quarter ended 2026-03-31, filed 2026-04-09; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Global Financial Private Client, LLC | United States | $0.306B | 350 |
| Eaton Financial Holdings Company, LLC | United States | $0.305B | 125 |
| Synergy Investment Management, LLC | United States | $0.306B | 2,562 |
| Investidor Profissional Gestao de Recursos Ltda. | Brazil | $0.306B | 27 |
| Sunpointe, LLC | United States | $0.305B | 266 |
| RPD Fund Management LLC | United States | $0.306B | 11 |
| Aster Capital Management (DIFC) Ltd | United Arab Emirates | $0.306B | 809 |
| FEARNLEY ASSET MANAGEMENT AS | Norway | $0.306B | 19 |
| Lifestyle Asset Management, Inc. | United States | $0.306B | 134 |
| Medallion Wealth Advisors, LLC | United States | $0.306B | 12,534 |