13F Insight
DOSSIER · 13F-HR · Q2 2026

PDS Planning, Inc

$1.7B in tracked AUM across 609 positions as of Q2 2026.

PP
CIK 0000838618 · last filed Jun 30, 2026
Total AUM
$1.7B
as of Q2 2026
Holdings
609
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PDS Planning, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$127M1.8M7.3%02
IVV
ISHARES TR
$118M157K6.8%03
AGG
ISHARES TR
$87M880K5.0%04
VO
VANGUARD INDEX FDS
$78M962K4.5%05
AVUV
AMERICAN CENTY ETF TR
$77M615K4.4%06
VIG
VANGUARD SPECIALIZED FUNDS
$69M293K4.0%07
VWO
VANGUARD INTL EQUITY INDEX F
$64M1.1M3.7%08
BNDX
VANGUARD CHARLOTTE FDS
$50M1.0M2.9%09
REET
ISHARES TR
$45M1.6M2.6%10
IGSB
ISHARES TR
$42M802K2.4%

Filing history

2026Q2Jun 30
$1.7B▲ 14.0%
609 positionsView →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 positionsLocked
Showing 12 of 33