Managers / Q2 2022 · view latest →
PLANNING ALTERNATIVES LTD /ADV
CIK 0000712011 · 255 SOUTH OLD WOODWARD AVENUE, SUITE 310, BIRMINGHAM, MI, 48009 · 248-645-1520
Reported Value
$531M
Q2 2022
Positions
45
Filings on Record
31
2019–present window
Filed
Jul 20, 2022
original filing
Summary
Planning Alternatives Ltd /Adv reported $531M in U.S.-listed holdings across 45 positions for Q2 2022.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $775M | 111 | May 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $794M | 98 | Feb 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $779M | 88 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $719M | 80 | Aug 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $652M | 76 | May 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $651M | 61 | Feb 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $657M | 58 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $618M | 58 | Jul 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $609M | 49 | Apr 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $571M | 49 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $516M | 46 | Oct 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $544M | 45 | Jul 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $514M | 47 | May 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $549.3B | 46 | Jan 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $480M | 41 | Oct 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $531M | 45 | Jul 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $626M | 46 | Apr 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $648M | 47 | Jan 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $607M | 45 | Nov 10, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2021 | $612M | 44 | Jul 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $600M | 46 | Apr 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $564M | 43 | Jan 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $533M | 45 | Oct 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $494M | 44 | Jul 24, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $431M | 42 | May 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $573M | 51 | Jan 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $547M | 50 | Oct 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $547M | 51 | Jul 24, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $547M | 45 | May 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $479M | 48 | Feb 7, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.