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CIK: 0000838618
Total reported value
$1.7B
$1.7B
553 檔
24.3%
As reported in its official Q4 2025 Form 13F filing, PDS Planning, Inc's tracked investment portfolio stood at $1.7B with 553 total positions.
In Q4 2025, PDS Planning, Inc displayed an active expansion posture, initiating 5 new positions and adding to 31 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IVV, AGG) accounted for 24.3% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 553 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.39% | -0.02% | -0.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.87% | +0.20% | -0.52% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.27% | -0.49% | +3.88% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.42% | +0.07% | +1.75% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.10% | +0.04% | +3.17% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.08% | — | +0.64% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.74% | -0.04% | -0.40% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.07% | -0.32% | +2.52% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.58% | -0.23% | -2.34% | |
| 10 | REET | Ishares Global Reit ETF | ETF-Other | 2.56% | +0.01% | +4.28% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.37% | +0.04% | +5.59% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.16% | -0.20% | -1.99% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.16% | +0.06% | +3.47% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.17% | +0.09% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.69% | +0.02% | +2.35% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.40% | -0.04% | -0.15% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.12% | -0.07% | -0.10% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.09% | -0.13% | +0.38% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | -0.01% | -2.53% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.02% | -0.23% | +0.62% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.02% | +5.94% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.01% | -0.08% | +11.11% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.01% | -0.01% | +0.78% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.08% | +3.01% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.08% | +3.42% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.93% | -0.06% | +23.78% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | +0.03% | +0.84% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | +0.01% | +2.39% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.09% | +8.19% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.87% | -0.09% | +3.39% | |
| 31 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.76% | -0.03% | +18.01% | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.71% | -0.08% | +24.46% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.05% | -2.43% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.18% | +22.75% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.55% | +0.01% | +2.60% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.05% | +1.73% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.09% | +4.88% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.52% | — | -1.35% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.01% | +0.87% | |
| 40 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.46% | -0.13% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.03% | +3.74% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.42% | +0.13% | -0.28% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.38% | -0.02% | +4.37% | |
| 44 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.36% | -0.02% | +0.36% | |
| 45 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.35% | +0.02% | -1.35% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-Other | 0.34% | — | -0.74% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.04% | -6.72% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | -0.02% | -0.10% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | +0.01% | +1.45% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | +0.02% | -0.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.2% | +8.19% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.2% | +3.01% | Add |
| 3 | AAPL | Apple Inc | +0.2% | +5.59% | Add |
| 4 | MUB | Ishares National Muni Bond E | +0.2% | +23.78% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | +4.88% | Add |
| 6 | SUB | Ishares Short-term National | +0.1% | +24.46% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +22.75% | Add |
| 8 | AVUV | Avantis US Small Cap Value | +0.1% | +3.17% | Add |
| 9 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +18.01% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +5.94% | Add |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +11.11% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | -0.05% | Trim |
| 13 | MU | Micron Technology Inc | 0% | +0.30% | Add |
| 14 | OUNZ | Vaneck Merk Gold ETF | 0% | — | Unchanged |
| 15 | UPS | United Parcel Service-cl B | 0% | +2.62% | Add |
| 16 | AMD | Advanced Micro Devices | 0% | +2.01% | Add |
| 17 | MRK | Merck & Co. Inc. | 0% | +5.65% | Add |
| 18 | SCHF | Schwab Intl Equity ETF | 0% | +101.40% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.28% | Trim |
| 20 | CSCO | Cisco Systems Inc | 0% | +11.25% | Add |
| 21 | VB | Vanguard Small-cap ETF | 0% | +2.39% | Add |
| 22 | VT | Vanguard Tot World Stk ETF | 0% | +2.60% | Add |
| 23 | NVDA | Nvidia CORP | — | +3.47% | Add |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | — | +3.39% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | — | +3.42% | Add |
| 26 | AGG | Ishares Core U.s. Aggregate | 0% | +3.88% | Add |
| 27 | ETN | Eaton Corporation plc | 0% | -2.13% | Trim |
| 28 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.64% | Add |
| 29 | REET | Ishares Global Reit ETF | 0% | +4.28% | Add |
| 30 | HD | Home Depot Inc | -0.1% | -8.24% | Trim |
| 31 | NFLX | Netflix Inc | -0.1% | +874.25% | Add |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -6.72% | Trim |
| 33 | META | Meta Platforms Inc-class A | -0.1% | +1.73% | Add |
| 34 | ORCL | Oracle CORP | -0.1% | +9.66% | Add |
| 35 | ABT | Abbott Laboratories | -0.1% | +0.62% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.52% | Trim |
| 37 | BSV | Vanguard Short-term Bond ETF | -0.1% | -1.99% | Trim |
| 38 | NOW | Servicenow Inc | -0.1% | +127.45% | Add |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -2.34% | Trim |
| 40 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -0.40% | Trim |
| 41 | MSFT | Microsoft CORP | -0.2% | +0.09% | Add |
| 42 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 43 | SLDE | Slide Insurance Holdings Inc | — | NEW | New buy |
| 44 | UL | Unilever PLC | — | EXIT | Sold out |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 46 | TTE | TotalEnergies SE | — | NEW | New buy |
| 47 | BINC | Ishares Flex I A Etf-usd Inc | — | NEW | New buy |
| 48 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 49 | ✓ | — | EXIT | Sold out | |
| 50 | FISV | Fiserv Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, PDS Planning, Inc reported a total U.S. public equity portfolio value of $1.7B across 553 disclosed positions in Q4 2025.
During Q4 2025, PDS Planning, Inc's top holdings by market value included VEA (7.4%)、IVV (6.9%)、AGG (5.3%). The largest single position, VEA, represented 7.4% of total portfolio value.
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Top New Position Initiated
AKRE
市值: $1.1M
Top Position Liquidated / Trimmed
UL
前期市值: $664.4K
In Q4 2025, PDS Planning, Inc made 49 total portfolio adjustments, initiating 5 new buys, adding to 31 positions, trimming 9 holdings, and fully liquidating 4 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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