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

PDS Planning, Inc

$1.5B in tracked AUM across 561 positions as of Q1 2026.

PP
CIK 0000838618 · last filed Mar 31, 2026
Total AUM
$1.5B
as of Q1 2026
Holdings
561
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$1.5B▲ 1.3%
561 positionsView →2025Q4Dec 31
$1.5B▲ 3.5%
553 positionsView →2025Q3Sep 30
$1.4B▲ 7.8%
540 positionsView →2025Q2Jun 30
$1.3B▲ 13.1%
516 positionsLocked2025Q1Mar 31
$1.2B▲ 5.4%
476 positionsLocked2024Q4Dec 31
$1.1B▲ 0.9%
444 positionsLocked2024Q3Sep 30
$1.1B▲ 12.6%
443 positionsLocked2024Q2Jun 30
$991M▲ 4.1%
396 positionsLocked2024Q1Mar 31
$952M▲ 8.4%
397 positionsLocked2023Q4Dec 31
$878M▲ 13.6%
365 positionsLocked2023Q3Sep 30
$773M▼ 1.2%
338 positionsLocked2023Q2Jun 30
$782M▲ 7.8%
340 positionsLocked
Showing 12 of 32