PDS Planning, Inc
•CIK: 838618•Filing: Q4 2025
**PDS Planning, Inc.** manages $1.5B across a diversified portfolio of 553 positions. The fund exhibits significant allocations to broad market indices and international exposure, notably holding $110.6M in VEA and $102.9M in IVV. Key overweight positions include fixed income and factor-tilted strategies, with substantial stakes in AGG ($79.0M) and AVUV ($61.4M). This structure suggests a mandate focused on global diversification and systematic factor exposure.
Total AUM
$1.5B
QoQ Performance
+3.5%
Positions
478
Top 10 Concentration
47.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
IVV
AGG
VEA7.4%
IVV6.9%
AGG5.3%
VO4.4%
AVUV4.1%
VIG4.1%
VWO3.7%
BNDX3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.0%
Technology11.4%
ETF8.2%
Financial4.6%
Healthcare4.4%
Consumer2.6%
Industrial1.2%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
+337 more exited positions
Changes from Q3 2025
NEW2 new positions
↑119 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023