13F Insight
DOSSIER · 13F-HR · Q1 2026

PDS Planning, Inc

PDS Planning's pension fund based in Stamford, CT — $1.5B in tracked AUM across 561 positions as of Q1 2026.

PP
PDS Planning·Stamford, CT·Pension Fund
CIK 0000838618 · last filed Mar 31, 2026
Total AUM
$1.5B
▼ 7.3%
vs prior
Holdings
561
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
48% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PDS Planning, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$112M1.7M7.4%
02
IVV
ISHARES TR
$100M154K6.6%
03
AGG
ISHARES TR
$84M844K5.5%
04
VO
VANGUARD INDEX FDS
$67M233K4.4%
05
AVUV
AMERICAN CENTY ETF TR
$67M603K4.4%
06
VIG
VANGUARD SPECIALIZED FUNDS
$61M283K4.0%
07
VWO
VANGUARD INTL EQUITY INDEX F
$57M1.0M3.7%
08
BNDX
VANGUARD CHARLOTTE FDS
$49M1.0M3.2%
09
IGSB
ISHARES TR
$40M769K2.7%
10
REET
ISHARES TR
$40M1.6M2.6%

Filing history

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