PDS Planning, Inc
CIK: 0000838618SEC EDGAR →
Portfolio Value
$1.5B
Holdings
553
As of
Q4 2025
New Positions
553
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 1,770,112 | $110.6M | 7.39% |
| 2 | ISHARES TR | 150,189 | $102.9M | 6.87% |
| 3 | ISHARES TR | 790,542 | $79.0M | 5.27% |
| 4 | VANGUARD INDEX FDS | 227,783 | $66.1M | 4.42% |
| 5 | AMERICAN CENTY ETF TR | 601,919 | $61.4M | 4.10% |
| 6 | VANGUARD SPECIALIZED FUNDS | 277,806 | $61.1M | 4.08% |
| 7 | VANGUARD INTL EQUITY INDEX F | 1,040,963 | $56.0M | 3.74% |
| 8 | VANGUARD CHARLOTTE FDS | 951,867 | $46.0M | 3.07% |
| 9 | ISHARES TR | 729,396 | $38.6M | 2.58% |
| 10 | ISHARES TR | 1,533,569 | $38.3M | 2.56% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (553)
$110.6M · 1.8M shares
$102.9M · 150K shares
$79.0M · 791K shares
$66.1M · 228K shares
$61.4M · 602K shares
$61.1M · 278K shares
$56.0M · 1.0M shares
$46.0M · 952K shares
$38.6M · 729K shares
$38.3M · 1.5M shares
$35.5M · 131K shares
$32.4M · 411K shares
$32.3M · 173K shares
$25.7M · 53K shares
$25.3M · 111K shares
$20.9M · 99K shares
$16.8M · 187K shares
$16.4M · 221K shares
$15.9M · 49K shares
$15.2M · 121K shares
$15.2M · 66K shares
$15.1M · 20 shares
$15.1M · 229K shares
$14.6M · 46K shares
$14.6M · 29K shares
$13.9M · 130K shares
$13.8M · 206K shares
$13.4M · 52K shares
$13.3M · 42K shares
$13.0M · 259K shares
$11.4M · 228K shares
$10.6M · 100K shares
$9.2M · 27K shares
$8.8M · 26K shares
$8.2M · 58K shares
$8.1M · 12K shares
$7.9M · 7K shares
$7.9M · 107K shares
$7.1M · 16K shares
$7.0M · 168K shares
$6.4M · 10K shares
$6.3M · 21K shares
$5.7M · 64K shares
$5.5M · 60K shares
$5.2M · 103K shares
$5.2M · 16K shares
$5.1M · 36K shares
$4.5M · 65K shares
$4.3M · 12K shares
$4.1M · 6K shares
$3.8M · 20K shares
$3.8M · 18K shares
$3.6M · 6K shares
$3.5M · 32K shares
$3.4M · 35K shares
$3.3M · 4K shares
$3.1M · 19K shares
$3.1M · 25K shares
$2.9M · 6K shares
$2.6M · 8K shares
$2.5M · 43K shares
$2.4M · 28K shares
$2.4M · 26K shares
$2.4M · 7K shares
$2.3M · 57K shares
$2.2M · 12K shares
$2.1M · 28K shares
$2.1M · 15K shares
$2.0M · 6K shares
$2.0M · 14K shares
$2.0M · 15K shares
$2.0M · 41K shares
$2.0M · 43K shares
$2.0M · 7K shares
$1.9M · 33K shares
$1.9M · 6K shares
$1.9M · 12K shares
$1.8M · 8K shares
$1.8M · 2K shares
$1.8M · 103K shares
$1.8M · 17K shares
$1.8M · 3K shares
$1.7M · 4K shares
$1.7M · 36K shares
$1.7M · 3K shares
$1.6M · 20K shares
$1.6M · 9K shares
$1.6M · 28K shares
$1.5M · 4K shares
$1.5M · 5K shares
$1.5M · 7K shares
$1.5M · 273 shares
$1.5M · 9K shares
$1.4M · 10K shares
$1.4M · 27K shares
$1.4M · 2K shares
$1.4M · 3K shares
$1.4M · 54K shares
$1.4M · 2K shares
$1.4M · 18K shares
$1.4M · 38K shares
$1.4M · 5K shares
$1.4M · 4K shares
$1.4M · 7K shares
$1.3M · 2K shares
$1.3M · 33K shares
$1.3M · 10K shares
$1.3M · 17K shares
$1.3M · 2K shares
$1.3M · 14K shares
$1.3M · 2K shares
$1.2M · 25K shares
$1.2M · 5K shares
$1.2M · 7K shares
$1.2M · 5K shares
$1.2M · 8K shares
$1.2M · 5K shares
$1.2M · 8K shares
$1.2M · 5K shares
$1.2M · 7K shares
$1.2M · 2K shares
$1.2M · 8K shares
$1.2M · 6K shares
$1.2M · 7K shares
$1.2M · 3K shares
$1.1M · 5K shares
$1.1M · 12K shares
$1.1M · 2K shares
$1.1M · 17K shares
$1.1M · 12K shares
$1.1M · 13K shares
$1.1M · 3K shares
$1.1M · 2K shares
$1.1M · 7K shares
$1.0M · 5K shares
$1.0M · 4K shares
$1.0M · 5K shares
$1.0M · 2K shares
$1.0M · 4K shares
$996K · 1K shares
$985K · 10K shares
$982K · 8K shares
$975K · 9K shares
$971K · 50K shares
$961K · 4K shares
$958K · 2K shares
$954K · 6K shares
$953K · 891 shares
$947K · 32K shares
$935K · 8K shares
$930K · 52K shares
$922K · 759 shares
$909K · 6K shares
$895K · 35K shares
$879K · 10K shares
$870K · 2K shares
$867K · 18K shares
$859K · 12K shares
$857K · 19K shares
$853K · 7K shares
$850K · 5K shares
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$847K · 19K shares
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$831K · 6K shares
$830K · 33K shares
$830K · 35K shares
$824K · 5K shares
$819K · 9K shares
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$800K · 32K shares
$799K · 15K shares
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$793K · 13K shares
$781K · 34K shares
$764K · 9K shares
$764K · 48K shares
$763K · 65K shares
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$728K · 6K shares
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$714K · 252K shares
$714K · 37K shares
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$667K · 12K shares
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$651K · 10K shares
$650K · 961 shares
$641K · 730 shares
$637K · 45K shares
$633K · 14K shares
$627K · 15K shares
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$580K · 74K shares
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$575K · 79K shares
$572K · 2K shares
$572K · 9K shares
$571K · 17K shares
$570K · 4K shares
$569K · 16K shares
$563K · 13K shares
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$557K · 6K shares
$549K · 8K shares
$544K · 7K shares
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$543K · 9K shares
$538K · 4K shares
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$529K · 3K shares
$523K · 10K shares
$516K · 6K shares
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$511K · 507 shares
$510K · 2K shares
$510K · 19K shares
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$495K · 11K shares
$495K · 3K shares
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$476K · 835 shares
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$462K · 984 shares
$461K · 16K shares
$460K · 15K shares
$454K · 593 shares
$453K · 7K shares
$451K · 1K shares
$451K · 133 shares
$447K · 5K shares
$445K · 551 shares
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$420K · 12K shares
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$420K · 823 shares
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$415K · 5K shares
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$392K · 25K shares
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$385K · 787 shares
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$365K · 44K shares
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$360K · 624 shares
$359K · 10K shares
$359K · 85K shares
$359K · 5K shares
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$353K · 4K shares
$353K · 458 shares
$353K · 7K shares
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$349K · 3K shares
$348K · 559 shares
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$342K · 3K shares
$340K · 876 shares
$338K · 402 shares
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$297K · 2K shares
$296K · 223 shares
$296K · 4K shares
$296K · 2K shares
$295K · 14K shares
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$293K · 4K shares
$293K · 512 shares
$291K · 2K shares
$290K · 8K shares
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$287K · 5K shares
$285K · 593 shares
$284K · 4K shares
$283K · 9K shares
$282K · 468 shares
$282K · 2K shares
$279K · 505 shares
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$270K · 956 shares
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$251K · 656 shares
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$248K · 30K shares
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$243K · 2K shares
$242K · 14K shares
$241K · 6K shares
$241K · 2K shares
$240K · 37K shares
$239K · 2K shares
$238K · 12K shares
$238K · 15K shares
$238K · 1K shares
$238K · 4K shares
$238K · 981 shares
$237K · 118 shares
$235K · 8K shares
$234K · 824 shares
$232K · 1K shares
$232K · 916 shares
$232K · 811 shares
$232K · 3K shares
$231K · 4K shares
$231K · 3K shares
$230K · 2K shares
$229K · 898 shares
$229K · 9K shares
$229K · 3K shares
$229K · 2K shares
$229K · 3K shares
$228K · 42K shares
$228K · 874 shares
$227K · 1K shares
$227K · 5K shares
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$226K · 3K shares
$225K · 4K shares
$224K · 816 shares
$222K · 858 shares
$222K · 2K shares
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$221K · 4K shares
$221K · 2K shares
$220K · 8K shares
$219K · 9K shares
$219K · 2K shares
$218K · 3K shares
$218K · 2K shares
$218K · 23K shares
$217K · 2K shares
$217K · 2K shares
$216K · 6K shares
$215K · 952 shares
$214K · 237 shares
$213K · 126 shares
$213K · 2K shares
$213K · 2K shares
$211K · 1K shares
$210K · 738 shares
$210K · 6K shares
$210K · 1K shares
$210K · 946 shares
$209K · 1K shares
$209K · 2K shares
$209K · 637 shares
$208K · 1K shares
$208K · 918 shares
$208K · 707 shares
$208K · 3K shares
$207K · 2K shares
$206K · 2K shares
$206K · 12K shares
$205K · 3K shares
$205K · 3K shares
$204K · 2K shares
$204K · 433 shares
$204K · 1K shares
$203K · 5K shares
$202K · 335 shares
$200K · 3K shares
$196K · 3K shares
$187K · 14K shares
$187K · 12K shares
$185K · 24K shares
$185K · 7K shares
$182K · 25K shares
$181K · 15K shares
$181K · 900 shares
$168K · 17K shares
$168K · 29K shares
$151K · 13K shares
$150K · 11K shares
$124K · 37K shares
$121K · 24K shares
$111K · 14K shares
$106K · 28K shares
$99K · 12K shares
$97K · 1K shares
$93K · 13K shares
$92K · 14K shares
$90K · 18K shares
$90K · 13K shares
$83K · 42K shares
$80K · 50K shares
$75K · 15K shares
$55K · 14K shares
$49K · 23K shares
$47K · 12K shares
$43K · 11K shares
$42K · 15K shares
$37K · 15K shares
$14K · 518 shares
$14K · 21K shares
$9K · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 190 | $1.0B | 67.0% |
| Technology | 72 | $169.3M | 11.3% |
| Healthcare | 48 | $78.8M | 5.3% |
| Unknown | 35 | $64.6M | 4.3% |
| Communication Services | 22 | $46.0M | 3.1% |
| Consumer Cyclical | 42 | $42.5M | 2.8% |
| Industrials | 48 | $33.5M | 2.2% |
| Consumer Defensive | 16 | $21.8M | 1.5% |
| Energy | 25 | $14.0M | 0.9% |
| Basic Materials | 26 | $9.9M | 0.7% |
| Utilities | 18 | $8.6M | 0.6% |
| Real Estate | 11 | $4.7M | 0.3% |