PDS Planning, Inc: summary

PDS Planning, Inc reported 629 positions with a reported value of $1.77B in its 13F for Q3 2026. Compared with Q2 2026: 47 new positions, 27 exited.

Top positions

• VANGUARD FTSE DEVELOPED MARKETS ETF
• ISHARES CORE S&P 500 ETF
• ISHARES CORE U.S. AGGREGATE BOND ETF
• VANGUARD MORNINGSTAR MID-CAP ETF
• AVANTIS U.S. SMALL CAP VALUE ETF
• VANGUARD DIVIDEND APPRECIATION ETF
• VANGUARD FTSE EMERGING MARKETS ETF
• VANGUARD CHARLOTTE FDS
• APPLE INC COM
• iShares Global REIT ETF