CIK 838618
PDS Planning, Inc
Institutional 13F holdings & portfolio
Holdings
553
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 553
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 1.8M | $1M+ | SH |
| IVV | ISHARES TR | 150K | $1M+ | SH |
| AGG | ISHARES TR | 791K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 228K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 602K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 278K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.0M | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 952K | $1M+ | SH |
| IGSB | ISHARES TR | 729K | $1M+ | SH |
| REET | ISHARES TR | 1.5M | $1M+ | SH |
| AAPL | APPLE INC | 131K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 411K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 173K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 53K | $1M+ | SH |
| ABBV | ABBVIE INC | 111K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 99K | $1M+ | SH |
| IEFA | ISHARES TR | 187K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 221K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 49K | $1M+ | SH |
| ABT | ABBOTT LABS | 121K | $1M+ | SH |
| AMZN | AMAZON COM INC | 66K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 20 | $1M+ | SH |
| IJH | ISHARES TR | 229K | $1M+ | SH |
| GOOG | ALPHABET INC | 46K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 29K | $1M+ | SH |
| MUB | ISHARES TR | 130K | $1M+ | SH |
| IEMG | ISHARES INC | 206K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 52K | $1M+ | SH |
| GOOGL | ALPHABET INC | 42K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 259K | $1M+ | SH |
| IAGG | ISHARES TR | 228K | $1M+ | SH |
| SUB | ISHARES TR | 100K | $1M+ | SH |
| AVGO | BROADCOM INC | 27K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 26K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 58K | $1M+ | SH |
| META | META PLATFORMS INC | 12K | $1M+ | SH |
| LLY | ELI LILLY & CO | 7K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 107K | $1M+ | SH |
| TSLA | TESLA INC | 16K | $1M+ | SH |
| OUNZ | VANECK MERK GOLD ETF | 168K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 21K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 64K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 60K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 103K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 36K | $1M+ | SH |
| KO | COCA COLA CO | 65K | $1M+ | SH |
| V | VISA INC | 12K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 6K | $1M+ | SH |