# Planned Solutions, Inc. 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 154 long-equity positions.
> CIK 1831332. Latest filing Q2 2026, as of quarter end 2026-06-30. Long-equity book $347.6M.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | n/a | Ishares Core S&P Total U.S. Stock Market ETF | $39.2M | 11.3% | Added |
| 2 | n/a | Schwab Fundamental U.S. Large Company ETF | $32.2M | 9.3% | Reduced |
| 3 | n/a | Vaneck Morningstar Wide Moat ETF | $30.0M | 8.6% | Reduced |
| 4 | n/a | JPMorgan Income ETF | $25.1M | 7.2% | Added |
| 5 | n/a | Ishares Msci USA Quality Garp ETF | $20.1M | 5.8% | Added |
| 6 | n/a | Ishares S&P 500 Growth ETF | $18.2M | 5.2% | Added |
| 7 | n/a | Invesco QQQ Trust Series I | $15.8M | 4.5% | Added |
| 8 | n/a | Ishares Core Msci Eafe ETF | $13.4M | 3.8% | Added |
| 9 | n/a | Avantis U.S. Small Cap Value ETF | $9.7M | 2.8% | Added |
| 10 | n/a | JP Morgan US Value Factor ETF | $8.4M | 2.4% | Reduced |

## Latest moves

Bought: JPMorgan California Tax Free Bond ETF, ExxonMobil Holdings Corp Com SHS, Intel Corp Com
Sold: Schwab Fundamental U.S. Large Company ETF, Vaneck Morningstar Wide Moat ETF, JP Morgan US Value Factor ETF

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/1831332/000183133226000003/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/planned-solutions-inc-1831332
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._