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CIK: 0000838618
Total reported value
$1.7B
$1.7B
516 檔
22.2%
As reported in its official Q2 2025 Form 13F filing, PDS Planning, Inc's tracked investment portfolio stood at $1.7B with 516 total positions.
In Q2 2025, PDS Planning, Inc displayed an active expansion posture, initiating 0 new positions and adding to 47 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IVV, AGG) accounted for 22.2% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 516 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.47% | -0.02% | +3.98% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.87% | +0.20% | +4.03% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.47% | -0.49% | +5.51% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.57% | +0.07% | +5.54% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.15% | — | +1.50% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.84% | -0.04% | +3.20% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.81% | +0.04% | +8.00% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.30% | -0.32% | +6.30% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.83% | -0.23% | +6.38% | |
| 10 | REET | Ishares Global Reit ETF | ETF-Other | 2.62% | +0.01% | +4.64% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.41% | -0.20% | +5.40% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | +0.06% | +12.64% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.17% | +15.01% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.86% | +0.04% | +12.87% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.49% | +0.02% | +0.41% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.46% | -0.04% | -4.91% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.22% | -0.23% | +2.95% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.18% | -0.07% | +0.15% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.16% | -0.13% | +2.73% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.01% | +8.95% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.06% | -0.01% | -1.94% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | +0.02% | +17.09% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.08% | +6.43% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.98% | -0.08% | — | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.91% | +0.03% | +2.51% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.91% | +0.01% | +12.38% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.88% | -0.09% | +2.94% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.84% | -0.06% | +15.68% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.75% | -0.03% | -0.41% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.05% | +8.64% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.63% | -0.08% | +20.42% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.08% | +21.32% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.05% | +4.61% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.54% | — | -3.26% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.53% | +0.01% | +2.58% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.09% | +6.75% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.18% | +0.86% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.04% | +2.60% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.09% | +9.82% | |
| 40 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.41% | +0.02% | -1.49% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.41% | -0.02% | -3.35% | |
| 42 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.40% | -0.13% | — | |
| 43 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.40% | -0.02% | -1.19% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.03% | +6.65% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | +0.01% | +8.13% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-Other | 0.35% | — | -12.51% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.35% | +0.13% | +4.16% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.34% | -0.02% | +7.95% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | +0.01% | +18.72% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.30% | -0.03% | +0.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +12.64% | Add |
| 2 | MSFT | Microsoft CORP | +0.5% | +15.01% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.2% | +3.98% | Add |
| 4 | AVGO | Broadcom Inc | +0.2% | +4.61% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +17.09% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.1% | +8.95% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.1% | +8.64% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.03% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +21.32% | Add |
| 10 | ORCL | Oracle CORP | +0.1% | +0.48% | Add |
| 11 | NFLX | Netflix Inc | +0.1% | +13.63% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +4.16% | Add |
| 13 | APH | Amphenol Corp-cl A | +0.1% | +45.47% | Add |
| 14 | VB | Vanguard Small-cap ETF | +0.1% | +12.38% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | +8.13% | Add |
| 16 | VO | Vanguard Mid-cap ETF | 0% | +5.54% | Add |
| 17 | SUB | Ishares Short-term National | 0% | +20.42% | Add |
| 18 | COST | Costco Wholesale CORP | 0% | +27.52% | Add |
| 19 | MA | Mastercard Inc - A | 0% | +31.41% | Add |
| 20 | GE | General Electric | 0% | +18.76% | Add |
| 21 | PLTR | Palantir Technologies Inc-a | 0% | +19.75% | Add |
| 22 | BKNG | Booking Holdings Inc | 0% | +28.77% | Add |
| 23 | COF | Capital One Financial CORP | 0% | +111.38% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | +6.75% | Add |
| 25 | NOW | Servicenow Inc | 0% | +0.95% | Add |
| 26 | ETN | Eaton Corporation plc | 0% | +1.86% | Add |
| 27 | LIN | Linde plc | 0% | +41.69% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | +6.65% | Add |
| 29 | V | Visa Inc-class A Shares | 0% | +18.72% | Add |
| 30 | MUB | Ishares National Muni Bond E | 0% | +15.68% | Add |
| 31 | WMT | Walmart Inc | 0% | +7.92% | Add |
| 32 | IEMG | Ishares Core Msci Emerging | — | +2.51% | Add |
| 33 | VT | Vanguard Tot World Stk ETF | — | +2.58% | Add |
| 34 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.20% | Add |
| 35 | AVUV | Avantis US Small Cap Value | 0% | +8.00% | Add |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.86% | Add |
| 37 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.15% | Add |
| 38 | AVIG | Avantis Core Fixed Income | -0.1% | EXIT | Sold out |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | +9.99% | Add |
| 40 | ABT | Abbott Laboratories | -0.1% | +2.95% | Add |
| 41 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -1.94% | Trim |
| 42 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | +6.30% | Add |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | +6.38% | Add |
| 44 | REET | Ishares Global Reit ETF | -0.2% | +4.64% | Add |
| 45 | AAPL | Apple Inc | -0.2% | +12.87% | Add |
| 46 | BSV | Vanguard Short-term Bond ETF | -0.2% | +5.40% | Add |
| 47 | VIG | Vanguard Dividend Apprec ETF | -0.2% | +1.50% | Add |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | — | Unchanged |
| 49 | AGG | Ishares Core U.s. Aggregate | -0.4% | +5.51% | Add |
| 50 | ABBV | Abbvie Inc | -0.4% | +0.41% | Add |
According to official SEC Form 13F filings, PDS Planning, Inc reported a total U.S. public equity portfolio value of $1.7B across 516 disclosed positions in Q2 2025.
During Q2 2025, PDS Planning, Inc's top holdings by market value included VEA (7.5%)、IVV (6.9%)、AGG (5.5%). The largest single position, VEA, represented 7.5% of total portfolio value.
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Top Position Liquidated / Trimmed
AVIG
前期市值: $588.9K
In Q2 2025, PDS Planning, Inc made 49 total portfolio adjustments, initiating 0 new buys, adding to 47 positions, trimming 1 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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