StockDriftsStockDriftsTop 50 PDS Planning, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 7.34% | 1.78M | $126.8M | +2.15%(+37.51K) | $45.81(+61.57%) | 2026-06-30 | |
| IVV | ISHARES TR | 6.82% | 157.4K | $117.9M | +2.41%(+3.71K) | $432.52(+80.09%) | 2026-06-30 | |
| AGG | ISHARES TR | 5.04% | 880.5K | $87.1M | +4.30%(+36.32K) | $104.20(-6.52%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 4.49% | 962.1K | $77.5M | +3.11%(+29.00K) | $61.96(+36.10%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.44% | 615.0K | $76.7M | +1.92%(+11.59K) | $93.54(+37.00%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.02% | 293.4K | $69.4M | +3.59%(+10.17K) | $134.17(+82.65%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.69% | 1.07M | $63.8M | +2.00%(+20.94K) | $44.77(+34.89%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.9% | 1.03M | $50.1M | +2.03%(+20.56K) | $51.79(-7.91%) | 2026-06-30 | |
| REET | ISHARES TR | 2.63% | 1.64M | $45.4M | +4.04%(+63.86K) | $24.24(+15.58%) | 2026-06-30 | |
| IGSB | ISHARES TR | 2.43% | 801.5K | $42.0M | +4.30%(+33.02K) | $52.37(-0.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.03% | +36.87% | +5.00% | +27.62% |
| Top 20 Holdings Unweighted | +10.74% | +35.79% | +5.01% | +27.68% |
PDS Planning, Inc reports $1.73B in US-listed equity holdings across 609 positions in its most recent 13F filing. Its largest disclosed positions are VEA (7.3%), IVV (6.8%) and AGG (5.0%). The top 20 holdings account for 58.35% of reported assets. Its disclosed equity book has returned +36.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from PDS Planning, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 838618). View PDS Planning, Inc’s 13F filings on SEC