PLANNING ALTERNATIVES LTD /ADV
•CIK: 712011•Filing: Q4 2025
PLANNING ALTERNATIVES LTD /ADV manages $794M across a diversified portfolio of 98 positions. The strategy exhibits a significant allocation to broad market indices, notably IVV at $283.9M and IJH at $84.0M. Further concentration is visible in international exposure via VEA ($80.3M) and SPMO ($72.2M). The top holdings suggest a core mandate focused on established market leaders and sector-specific growth vectors.
Total AUM
$793.9M
QoQ Performance
+1.9%
Positions
75
Top 10 Concentration
86.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IJH
VEA
SPMO
VIG
IJR
IVV35.8%
IJH10.6%
VEA10.1%
SPMO9.1%
VIG7.4%
IJR5.3%
VUG2.2%
AAPL2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.3%
ETF37.7%
Technology4.0%
Financial0.6%
Consumer0.5%
Healthcare0.3%
Industrial0.2%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW13 new positions
↑49 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023