Institutions / PDS Planning, Inc
PDS Planning, Inc
CIK 838618 · Institution · as of Dec 31, 2025
Portfolio value
$1.50B
Positions
553
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 553 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $110.58M | 7.4% |
| iShares Tr | $102.87M | 6.9% |
| iShares Tr | $78.96M | 5.3% |
| Vanguard Index Fds | $66.11M | 4.4% |
| American Centy ETF Tr | $61.38M | 4.1% |
| Vanguard Specialized Funds | $61.06M | 4.1% |
| Vanguard Intl Equity Index F | $55.96M | 3.7% |
| Vanguard Charlotte Fds | $45.99M | 3.1% |
| iShares Tr | $38.57M | 2.6% |
| iShares Tr | $38.26M | 2.6% |
| Apple Inc. | $35.51M | 2.4% |
| Vanguard Bd Index Fds | $32.35M | 2.2% |
| NVIDIA Corp | $32.26M | 2.2% |
| Microsoft Corp | $25.66M | 1.7% |
| AbbVie Inc. | $25.26M | 1.7% |
| Vanguard Index Fds | $20.94M | 1.4% |
| iShares Tr | $16.76M | 1.1% |
| Vanguard Bd Index Fds | $16.36M | 1.1% |
| JPMorgan Chase & Co | $15.91M | 1.1% |
| Abbott Laboratories | $15.21M | 1.0% |
| Amazon.com Inc | $15.17M | 1.0% |
| Berkshire Hathaway Inc Del | $15.10M | 1.0% |
| iShares Tr | $15.09M | 1.0% |
| Alphabet Inc. | $14.57M | 1.0% |
| Warren E. Buffett | $14.56M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.