§ 13F · FUND PROFILE
PDS Planning, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1341.8T (13F)Positions · 516Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 1.77M | $110.6T | 7.4% | ±0% |
| 2 | IVV | ISHARES TR | 150K | $102.9T | 6.9% | −1% |
| 3 | AGG | ISHARES TR | 791K | $79.0T | 5.3% | +4% |
| 4 | VO | VANGUARD INDEX FDS | 228K | $66.1T | 4.4% | +2% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 602K | $61.4T | 4.1% | +3% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 278K | $61.1T | 4.1% | +1% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 1.04M | $56.0T | 3.7% | ±0% |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | 952K | $46.0T | 3.1% | +3% |
| 9 | IGSB | ISHARES TR | 729K | $38.6T | 2.6% | −2% |
| 10 | REET | ISHARES TR | 1.53M | $38.3T | 2.6% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PDS SIGNAL
AC read
PDS Planning, Inc is a Other fund managing $1341803.1 trillion in assets. The fund runs a broad portfolio of 516 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed