PDS Planning, Inc
PDS Planning, Inc reported 609 positions worth $1.73B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: VEA (7.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VEA | SH | $126.8M | 7.34% | 1,779,207 | — | — | |
| ▸ 2 | IVV | SH | $117.9M | 6.82% | 157,386 | — | — | |
| ▸ 3 | AGG | SH | $87.1M | 5.04% | 880,458 | — | — | |
| ▸ 4 | VO | SH | $77.5M | 4.49% | 962,079 | — | — | |
| ▸ 5 | AVUV | SH | $76.7M | 4.44% | 614,951 | — | — | |
| ▸ 6 | VIG | SH | $69.4M | 4.02% | 293,378 | — | — | |
| ▸ 7 | VWO | SH | $63.8M | 3.69% | 1,068,327 | — | — | |
| ▸ 8 | BNDX | SH | $50.1M | 2.90% | 1,034,989 | — | — | |
| ▸ 9 | REET | SH | $45.4M | 2.63% | 1,642,967 | — | — | |
| ▸ 10 | IGSB | SH | $42.0M | 2.43% | 801,548 | — | — |
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Frequently Asked Questions
What stocks does PDS Planning, Inc hold as of Q2 2026?
PDS Planning, Inc reported 609 positions worth $1.73B in its Q2 2026 13F filing. Largest positions: VEA (7.3%), IVV (6.8%), AGG (5.0%), VO (4.5%) and AVUV (4.4%).
What did PDS Planning, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PDS Planning, Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.