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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.03 Million 0.28% of portfolio
6,048
Q3 2025 Reduced 1.03%
$526B
$3.53 Million 0.25% of portfolio
6,207
Q3 2025 Reduced 0.37%
$494B
$3.52 Million 0.25% of portfolio
18,999
Q3 2025 Added 3.58%
$403B
$3.4 Million 0.24% of portfolio
3,678
Q3 2025 Added 0.08%
$275B
$3.21 Million 0.23% of portfolio
31,152
Q3 2025 Added 1.26%
$186B
$3.19 Million 0.23% of portfolio
3,468
Q3 2025 Added 1.49%
$498B
$3.16 Million 0.22% of portfolio
2,633
Q3 2025 Reduced 1.61%
$389B
$3.06 Million 0.22% of portfolio
7,540
Q3 2025 Reduced 1.22%
$24.6B
$3.14 Million 0.22% of portfolio
19,882
Q3 2025 Added 0.17%
$139B
$2.98 Million 0.21% of portfolio
6,524
Q3 2025 Added 0.51%
$477B
$2.84 Million 0.2% of portfolio
25,202
Q3 2025 Added 4.34%
$70.3B
$2.83 Million 0.2% of portfolio
33,847
Q3 2025 Reduced 2.69%
$338B
$2.52 Million 0.18% of portfolio
8,391
Q3 2025 Added 0.25%
$0
$2.46 Million 0.17% of portfolio
42,790
Q3 2025 Added 6.45%
$152B
$2.43 Million 0.17% of portfolio
6,489
Q3 2025 Added 0.67%
$0
$2.21 Million 0.16% of portfolio
57,351
Q3 2024 New
$0
$2.13 Million 0.15% of portfolio
15,228
Q3 2025 Reduced 1.16%
$0
$2.14 Million 0.15% of portfolio
43,741
Q3 2025 Added 0.26%
$0
$2.16 Million 0.15% of portfolio
11,568
Q3 2025 Added 0.39%
$0
$1.99 Million 0.14% of portfolio
13,958
Q3 2025 Reduced 0.87%
$82.9B
$2.04 Million 0.14% of portfolio
16,496
Q3 2025 Reduced 3.79%
$0
$1.79 Million 0.13% of portfolio
37,742
Q3 2025 New
$394B
$1.79 Million 0.13% of portfolio
9,838
Q3 2025 Added 3.28%
$309B
$1.83 Million 0.13% of portfolio
11,760
Q3 2025 Added 11.72%
$319B
$1.84 Million 0.13% of portfolio
5,330
Q3 2025 Added 0.85%
$0
$1.87 Million 0.13% of portfolio
32,820
Q3 2025 Added 8.52%
$300B
$1.7 Million 0.12% of portfolio
24,787
Q3 2025 Added 0.17%
$276B
$1.64 Million 0.12% of portfolio
5,815
Q3 2025 Reduced 3.49%
$127B
$1.72 Million 0.12% of portfolio
4,847
Q3 2025 Reduced 1.24%
$0
$1.74 Million 0.12% of portfolio
37,395
Q3 2025 Added 50.99%
$22.3B
$1.71 Million 0.12% of portfolio
99,124
Q3 2025 Added 0.08%
$202B
$1.52 Million 0.11% of portfolio
281
Q3 2025 Reduced 0.35%
$160B
$1.59 Million 0.11% of portfolio
21,109
Q3 2025 Reduced 1.84%
$421B
$1.58 Million 0.11% of portfolio
1,637
Q3 2025 Added 3.87%
$0
$1.43 Million 0.1% of portfolio
55,627
Q3 2025 Added 0.07%
$222B
$1.44 Million 0.1% of portfolio
2,978
Q3 2025 Added 3.91%
$207B
$1.43 Million 0.1% of portfolio
9,612
Q3 2025 Reduced 0.78%
$0
$1.4 Million 0.1% of portfolio
27,622
Q3 2025 Reduced 13.18%
$220B
$1.37 Million 0.1% of portfolio
4,515
Q3 2025 Added 6.76%
$429B
$1.43 Million 0.1% of portfolio
27,727
Q3 2025 Added 2.34%
$201B
$1.44 Million 0.1% of portfolio
10,267
Q3 2025 Added 6.6%
$413B
$1.35 Million 0.1% of portfolio
8,327
Q3 2025 Added 1.07%
$0
$1.47 Million 0.1% of portfolio
18,356
Q3 2025 Added 9.84%
$177B
$1.4 Million 0.1% of portfolio
7,200
Q3 2025 Reduced 0.89%
$108B
$1.44 Million 0.1% of portfolio
4,913
Q3 2025 Added 4.91%
$451B
$1.37 Million 0.1% of portfolio
7,667
Q3 2025 Added 20.1%
$305B
$1.39 Million 0.1% of portfolio
2,911
Q3 2025 Added 1.64%
$135B
$1.37 Million 0.1% of portfolio
5,779
Q3 2025 Reduced 2.0%
$0
$1.38 Million 0.1% of portfolio
1,845
Q3 2025 Added 17.29%

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
Track This Portfolio

Track Pds Planning, Inc Portfolio

Follow Pds Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email