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CIK: 0000838618
Total reported value
$1.7B
$1.7B
561 檔
24.9%
According to the latest 13F quarterly dataset, PDS Planning, Inc managed an equity portfolio of $1.7B at the end of Q1 2026, spanning 561 distinct U.S. exchange-listed positions.
In Q1 2026, PDS Planning, Inc displayed an active expansion posture, initiating 39 new positions and adding to 90 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 561 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.36% | -0.02% | -1.61% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.62% | +0.20% | +2.32% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.53% | -0.49% | +6.78% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.42% | +0.07% | +2.41% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.40% | +0.04% | +0.24% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.02% | — | +1.95% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.73% | -0.04% | +0.62% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.22% | -0.32% | +6.57% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.66% | -0.23% | +5.36% | |
| 10 | REET | Ishares Global Reit ETF | ETF-Other | 2.62% | +0.01% | +2.97% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.24% | +0.04% | +2.67% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.23% | -0.20% | +5.23% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | +0.06% | +2.13% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.56% | +0.02% | -1.46% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.42% | -0.04% | +0.21% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.17% | +2.69% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.12% | -0.07% | -0.06% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.11% | -0.13% | +3.84% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.03% | -0.01% | +1.08% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.99% | -0.06% | +8.70% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.08% | +6.11% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | -0.01% | -0.32% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.95% | -0.08% | — | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.95% | +0.03% | -0.10% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.02% | +2.92% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | +0.01% | -0.14% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.90% | -0.09% | +5.15% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | +0.08% | +1.57% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.09% | +3.14% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.81% | -0.23% | -1.37% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.79% | -0.08% | +12.22% | |
| 32 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.77% | -0.03% | +2.10% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.18% | +2.36% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.56% | +0.01% | +6.60% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.05% | +3.52% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.54% | — | +1.91% | |
| 37 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.50% | -0.13% | — | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.47% | +0.13% | +2.12% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.05% | -0.11% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.09% | -0.40% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.03% | +3.89% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.39% | -0.02% | +2.95% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | +0.01% | +0.08% | |
| 44 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.37% | +0.02% | +8.17% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.04% | +6.40% | |
| 46 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.35% | -0.02% | +0.73% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.33% | -0.02% | +2.36% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-Other | 0.32% | — | -1.44% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.03% | +5.19% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | +0.02% | +15.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +0.3% | +0.24% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.3% | +6.78% | Add |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +6.57% | Add |
| 4 | DFAC | Dimensional US Core Equity 2 | +0.1% | +76.73% | Add |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +5.36% | Add |
| 6 | SUB | Ishares Short-term National | +0.1% | +12.22% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | -1.09% | Trim |
| 8 | BSV | Vanguard Short-term Bond ETF | +0.1% | +5.23% | Add |
| 9 | REET | Ishares Global Reit ETF | +0.1% | +2.97% | Add |
| 10 | MUB | Ishares National Muni Bond E | +0.1% | +8.70% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | +5.19% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.12% | Add |
| 13 | ACT | Enact Holdings Inc | +0.1% | +55.46% | Add |
| 14 | CVX | Chevron CORP | +0.1% | +1.33% | Add |
| 15 | DE | Deere & Co | 0% | +0.91% | Add |
| 16 | NOW | Servicenow Inc | 0% | +120.93% | Add |
| 17 | OUNZ | Vaneck Merk Gold ETF | 0% | — | Unchanged |
| 18 | GLW | Corning Inc | 0% | +5.47% | Add |
| 19 | AMAT | Applied Materials Inc | 0% | +6.43% | Add |
| 20 | WMT | Walmart Inc | 0% | +2.63% | Add |
| 21 | COST | Costco Wholesale CORP | 0% | +1.42% | Add |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +5.15% | Add |
| 23 | COP | Conocophillips | 0% | +4.85% | Add |
| 24 | KO | Coca-cola Co/the | 0% | +2.36% | Add |
| 25 | IEMG | Ishares Core Msci Emerging | 0% | -0.10% | Trim |
| 26 | GEV | GE Vernova Inc | 0% | +2.74% | Add |
| 27 | SKM | Sk Telecom Co Ltd-spon Adr | 0% | +75.83% | Add |
| 28 | ASML | ASML Holding N.V. | 0% | +0.83% | Add |
| 29 | MU | Micron Technology Inc | 0% | +9.11% | Add |
| 30 | LRCX | Lam Research CORP | 0% | +7.35% | Add |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +15.45% | Add |
| 32 | SNDK | Sandisk CORP | 0% | -37.89% | Trim |
| 33 | CAT | Caterpillar Inc | 0% | -0.37% | Trim |
| 34 | VYM | Vanguard High Dvd Yield ETF | 0% | +68.03% | Add |
| 35 | LIN | Linde plc | 0% | +5.64% | Add |
| 36 | VBR | Vanguard Small-cap Value ETF | 0% | +0.21% | Add |
| 37 | BND | Vanguard Total Bond Market | 0% | +3.84% | Add |
| 38 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.08% | Add |
| 39 | JMST | JPM Ultra-short Muni Income | 0% | +8.17% | Add |
| 40 | VRT | Vertiv Holdings Co-a | 0% | +7.55% | Add |
| 41 | PG | Procter & Gamble Co/the | 0% | +6.40% | Add |
| 42 | MRK | Merck & Co. Inc. | 0% | +4.51% | Add |
| 43 | VDE | Vanguard Energy ETF | 0% | +18.68% | Add |
| 44 | VEU | Vanguard Ftse All-world Ex-u | 0% | +1.91% | Add |
| 45 | JCPB | Jpmorgan Core Plus Bond ETF | 0% | +18.95% | Add |
| 46 | GEF | Greif Inc-cl A | 0% | +102.56% | Add |
| 47 | T | At&t Inc | 0% | +16.92% | Add |
| 48 | NEE | Nextera Energy Inc | 0% | +1.28% | Add |
| 49 | WDC | Western Digital CORP | 0% | +3.97% | Add |
| 50 | ASX | Ase Technology Holding -adr | 0% | -2.60% | Trim |
According to official SEC Form 13F filings, PDS Planning, Inc reported a total U.S. public equity portfolio value of $1.7B across 561 disclosed positions in Q1 2026.
During Q1 2026, PDS Planning, Inc's top holdings by market value included VEA (7.4%)、IVV (6.6%)、AGG (5.5%). The largest single position, VEA, represented 7.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IVV, AGG) accounted for 24.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $1.4M
Top Position Liquidated / Trimmed
AZNN
前期市值: $1.1M
In Q1 2026, PDS Planning, Inc made 197 total portfolio adjustments, initiating 39 new buys, adding to 90 positions, trimming 37 holdings, and fully liquidating 31 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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