PLANNING ALTERNATIVES LTD /ADV - Portfolio overview

PLANNING ALTERNATIVES LTD /ADV has 119 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 34.89%
2. IJH - ISHARES TR, 11.28%
3. SPMO - INVESCO EXCH TRADED FD TR II, 10.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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