Pds Planning, Inc Portfolio Holdings
Pds Planning, Inc
- $1.42 Billion
- Q3 2025
Pds Planning, Inc has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.42 Billion distributed in 540 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $106M, Ishares Core S&P 500 ETF with a value of $101M, Ishares Core U.S. Aggregate Bo with a value of $76.3M, Vanguard Mid Cap ETF with a value of $65.8M, and American Centy ETF Tr Avantis with a value of $58.1M.
Examining the 13F form we can see an increase of $96.8M in the current position value, from $1.32B to 1.42B.
Below you can find more details about Pds Planning, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.42 Billion
ETFs: $917 Million
Technology: $153 Million
Financial Services: $97.4 Million
Healthcare: $74.9 Million
Consumer Cyclical: $42.2 Million
Communication Services: $41.1 Million
Industrials: $32.7 Million
Consumer Defensive: $23.9 Million
Other: $33.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 540
- Current Value $1.42 Billion
- Prior Value $1.32 Billion
- Filing
- Period Q3 2025
- Filing Date October 21, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 46 stocks
- Additional Purchases 267 stocks
- Sold out of 0 stocks
- Reduced holdings in 201 stocks