PDS Planning, Inc
CIK 838618
13F filing for Q2 2026・No. 1,809
- Holdings
- US$1.73B
- Quarter change
- +US$211.58M
- Entries
- 609
- Net bought (estimate)
- +US$57.99M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 68
- Sold out 20
- Cut 144
- Added 372
- Corporate actions 2
- Unchanged 25
Largest holdings
609 stocks worth US$1.73B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 1,779,207 | US$126.77M | 7.34% |
| IVVISHARES TRCORE S&P500 ETF | Added | 157,386 | US$117.87M | 6.82% |
| ISHARES TRCORE US AGGBD ET | Added | 880,458 | US$87.15M | 5.04% |
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 4:1 | 962,079 | US$77.51M | 4.49% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 614,951 | US$76.72M | 4.44% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 293,378 | US$69.42M | 4.02% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 1,068,327 | US$63.77M | 3.69% |
| VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | Added | 1,034,989 | US$50.12M | 2.90% |
| ISHARES TRGLOBAL REIT ETF | Added | 1,642,967 | US$45.38M | 2.63% |
| ISHARES TRISHS 1-5YR INVS | Added | 801,548 | US$42.01M | 2.43% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.