PLANNING DIRECTIONS INC
•CIK: 821103•Filing: Q4 2025
**PLANNING DIRECTIONS INC** manages $198M across a diversified portfolio of 101 positions. The fund exhibits a clear focus on income-generating and quality equity exposure, evidenced by top holdings including SCHD at $36.9M and VIG at $15.0M. Significant allocations are also maintained in core holdings such as BSV ($16.8M) and AAPL ($11.6M). This structure suggests a disciplined, value-oriented approach targeting stable yield and established market leaders.
Total AUM
$198.4M
QoQ Performance
+3.6%
Positions
61
Top 10 Concentration
62.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHD
BSV
VIG
UITB
AAPL
SCHD18.6%
BSV8.4%
VIG7.5%
UITB6.7%
AAPL5.8%
IJR3.6%
MGV3.1%
FLDR2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.4%
Technology8.7%
Consumer1.8%
ETF1.1%
Industrial0.5%
Energy0.3%
Utilities0.1%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑44 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022