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CIK: 0000838618
Total reported value
$1.7B
$1.7B
540 檔
23.7%
At the close of Q3 2025, PDS Planning, Inc disclosed equity holdings valued at approximately $1.7B, spread across 540 reported holdings.
In Q3 2025, PDS Planning, Inc displayed an active expansion posture, initiating 2 new positions and adding to 40 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IVV, AGG) accounted for 23.7% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 540 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.34% | -0.02% | +0.69% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.99% | +0.20% | +1.63% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.28% | -0.49% | +2.90% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.55% | +0.07% | +2.19% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.12% | — | +1.56% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.02% | +0.04% | +3.92% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.92% | -0.04% | +0.26% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.18% | -0.32% | +3.78% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.74% | -0.23% | +3.75% | |
| 10 | REET | Ishares Global Reit ETF | ETF-Other | 2.60% | +0.01% | +3.37% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.29% | -0.20% | +1.83% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.18% | +0.04% | +1.80% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.16% | +0.06% | -0.02% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.17% | +1.02% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.73% | +0.02% | +0.08% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.43% | -0.04% | -1.23% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.13% | -0.07% | -1.27% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.13% | -0.13% | +4.30% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.12% | -0.23% | -0.11% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | -0.01% | -2.45% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.02% | -0.01% | -1.06% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.08% | +3.24% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.02% | +1.69% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.94% | -0.08% | — | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.93% | +0.03% | -0.19% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.89% | +0.01% | -1.13% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.87% | -0.09% | +3.56% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.77% | -0.06% | -3.14% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.08% | +1.18% | |
| 30 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.69% | -0.03% | -1.44% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.09% | +2.65% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.05% | -1.14% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.05% | -0.04% | |
| 34 | SUB | Ishares Short-term National | ETF-Other | 0.59% | -0.08% | +0.07% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.54% | +0.01% | +1.61% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.53% | — | +0.40% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.18% | +0.22% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.01% | +0.01% | |
| 39 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.43% | -0.13% | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.03% | +4.81% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.04% | +1.98% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.40% | +0.13% | +0.53% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.39% | -0.02% | -0.90% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.09% | -5.26% | |
| 45 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.37% | -0.02% | +0.19% | |
| 46 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.37% | +0.02% | -4.81% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-Other | 0.35% | — | -0.50% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.03% | -2.22% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | -0.02% | +0.04% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | +0.01% | -0.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -0.02% | Add |
| 2 | MSFT | Microsoft CORP | +0.5% | +1.02% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +1.18% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | -1.14% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +1.63% | Add |
| 6 | AVUV | Avantis US Small Cap Value | +0.2% | +3.92% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.65% | Add |
| 8 | AAPL | Apple Inc | +0.2% | +1.80% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | +0.01% | Add |
| 10 | ORCL | Oracle CORP | +0.1% | -2.22% | Trim |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -2.45% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.53% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +1.69% | Add |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.69% | Add |
| 15 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +0.26% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | -0.04% | Add |
| 17 | APH | Amphenol Corp-cl A | +0.1% | -3.79% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +3.28% | Add |
| 19 | GE | General Electric | +0.1% | +0.25% | Add |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | +4.81% | Add |
| 21 | VB | Vanguard Small-cap ETF | 0% | -1.13% | Add |
| 22 | NFLX | Netflix Inc | 0% | -1.61% | Add |
| 23 | ETN | Eaton Corporation plc | 0% | +0.67% | Add |
| 24 | VO | Vanguard Mid-cap ETF | 0% | +2.19% | Add |
| 25 | IEMG | Ishares Core Msci Emerging | 0% | -0.19% | Add |
| 26 | MA | Mastercard Inc - A | 0% | -0.37% | Add |
| 27 | VT | Vanguard Tot World Stk ETF | 0% | +1.61% | Add |
| 28 | WMT | Walmart Inc | 0% | +1.26% | Add |
| 29 | COST | Costco Wholesale CORP | 0% | +0.08% | Add |
| 30 | SUB | Ishares Short-term National | — | +0.07% | Add |
| 31 | OUNZ | Vaneck Merk Gold ETF | — | — | Unchanged |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.22% | Add |
| 33 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.40% | Trim |
| 34 | MUB | Ishares National Muni Bond E | -0.1% | -3.14% | Add |
| 35 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -1.27% | Trim |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | +3.56% | Add |
| 37 | UPS | United Parcel Service-cl B | -0.1% | -2.69% | Trim |
| 38 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -1.06% | Trim |
| 39 | BND | Vanguard Total Bond Market | -0.1% | +4.30% | Add |
| 40 | ABBV | Abbvie Inc | -0.2% | +0.08% | Add |
| 41 | REET | Ishares Global Reit ETF | -0.2% | +3.37% | Add |
| 42 | VBR | Vanguard Small-cap Value ETF | -0.2% | -1.23% | Trim |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | -0.3% | +3.75% | Add |
| 44 | VIG | Vanguard Dividend Apprec ETF | -0.3% | +1.56% | Add |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | — | Unchanged |
| 46 | BNDX | Vanguard Total Intl Bond ETF | -0.3% | +3.78% | Add |
| 47 | BSV | Vanguard Short-term Bond ETF | -0.3% | +1.83% | Add |
| 48 | AGG | Ishares Core U.s. Aggregate | -0.6% | +2.90% | Add |
| 49 | JCPB | Jpmorgan Core Plus Bond ETF | — | NEW | New buy |
| 50 | ACT | Enact Holdings Inc | — | NEW | New buy |
According to official SEC Form 13F filings, PDS Planning, Inc reported a total U.S. public equity portfolio value of $1.7B across 540 disclosed positions in Q3 2025.
During Q3 2025, PDS Planning, Inc's top holdings by market value included VEA (7.3%)、IVV (7.0%)、AGG (5.3%). The largest single position, VEA, represented 7.3% of total portfolio value.
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Top New Position Initiated
JCPB
市值: $1.8M
Top Position Liquidated / Trimmed
VBR
前期市值: $19.6M
In Q3 2025, PDS Planning, Inc made 48 total portfolio adjustments, initiating 2 new buys, adding to 40 positions, trimming 6 holdings, and fully liquidating 0 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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