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 51–100 of 553
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ORCL | ORACLE CORP | 20K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 18K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 6K | $1M+ | SH |
| WMT | WALMART INC | 32K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 35K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| CINF | CINCINNATI FINL CORP | 19K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 25K | $1M+ | SH |
| DE | DEERE & CO | 6K | $1M+ | SH |
| GE | GE AEROSPACE | 8K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 43K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 28K | $1M+ | SH |
| NFLX | NETFLIX INC | 26K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 57K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| CSCO | CISCO SYS INC | 28K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 15K | $1M+ | SH |
| ETN | EATON CORP PLC | 6K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 14K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 15K | $1M+ | SH |
| ISTB | ISHARES TR | 41K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 43K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 33K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 6K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 12K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 8K | $1M+ | SH |
| ASML | ASML HOLDING N V | 2K | $1M+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 103K | $1M+ | SH |
| MRK | MERCK & CO INC | 17K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 3K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 36K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 20K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 9K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 28K | $1M+ | SH |
| ADBE | ADOBE INC | 4K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 5K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 7K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 273 | $1M+ | SH |
| SHOP | SHOPIFY INC | 9K | $1M+ | SH |
| PEP | PEPSICO INC | 10K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 27K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| LIN | LINDE PLC | 3K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 54K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 18K | $1M+ | SH |