Planned Solutions, Inc.
RIA/Wealth
Planned Solutions, Inc. is a RIA/Wealth based in Folsom, CA led by Chase W Armer, reporting $540.0M in AUM as of Q3 2025 with 82% ETF concentration and 61% concentrated in top 10 holdings.
PresidentChase W Armer
- Portfolio Value
- $283.0M
- Positions
- 136
- Top Holding
- MOAT at 10.46%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Planned Solutions, Inc.'s portfolio (60.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $29.6M | 10.46% | -$515.7K Sold | — 298.7K shares | |
ETF ETF | $28.0M | 9.89% | +$50.9K Bought | — 1.1M shares | |
ETF ETF | $26.1M | 9.21% | +$2.2M Bought | — 178.9K shares | |
ETF ETF | $23.1M | 8.16% | +$1.1M Bought | — 497.7K shares | |
ETF ETF | $15.1M | 5.35% | +$299.1K Bought | — 230.8K shares | |
ETF ETF | $13.6M | 4.81% | +$797.4K Bought | — 112.7K shares | |
ETF ETF | $12.9M | 4.56% | -$445.5K Sold | — 21.5K shares | |
ETF ETF | $9.0M | 3.18% | +$851.0K Bought | — 103.0K shares | |
ETF ETF | $7.1M | 2.52% | +$250.5K Bought | — 109.5K shares | |
ETF ETF | $7.0M | 2.47% | -$260.0K Sold | — 147.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Planned Solutions, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+45.96% | |
+41.26% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-16.98% | |
-13.27% | |
-9.28% | |
-8.42% | |
-7.93% |
Analytics
Portfolio insights and performance metrics for Planned Solutions, Inc.
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