Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PDS Planning, Inc (CIK 838618) reported $1.52B across 561 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($111.6M, 7.36%), IVV ($100.4M, 6.62%), AGG ($83.8M, 5.53%), VO ($67.0M, 4.42%), AVUV ($66.7M, 4.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $111.6M | 7.36% | 1.7M | Trimmed |
| 2 | IVV | ISHARES TR | $100.4M | 6.62% | 153,680 | Added |
| 3 | AGG | ISHARES TR | $83.8M | 5.53% | 844,140 | Added |
| 4 | VO | VANGUARD INDEX FDS | $67.0M | 4.42% | 233,271 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $66.7M | 4.40% | 603,359 | Added |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $60.9M | 4.02% | 283,210 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $56.6M | 3.73% | 1.0M | Added |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $48.7M | 3.22% | 1.0M | Added |
| 9 | IGSB | ISHARES TR | $40.4M | 2.66% | 768,523 | Added |
| 10 | REET | ISHARES TR | $39.7M | 2.62% | 1.6M | Added |
| 11 | AAPL | APPLE INC | $34.0M | 2.24% | 134,089 | Added |
| 12 | BSV | VANGUARD BD INDEX FDS | $33.9M | 2.23% | 432,009 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $30.8M | 2.03% | 176,689 | Added |
| 14 | ABBV | ABBVIE INC | $23.7M | 1.56% | 108,916 | Trimmed |
| 15 | VBR | VANGUARD INDEX FDS | $21.5M | 1.42% | 99,068 | Added |
| 16 | MSFT | MICROSOFT CORP | $20.2M | 1.33% | 54,486 | Added |
| 17 | IEFA | ISHARES TR | $17.0M | 1.12% | 187,242 | Trimmed |
| 18 | BND | VANGUARD BD INDEX FDS | $16.9M | 1.11% | 229,411 | Added |
| 19 | IJH | ISHARES TR | $15.6M | 1.03% | 231,155 | Added |
| 20 | MUB | ISHARES TR | $15.0M | 0.99% | 141,346 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.7M | 0.97% | 30,741 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $14.5M | 0.95% | 49,211 | Trimmed |
| 23 | IEMG | ISHARES INC | $14.3M | 0.95% | 205,488 | Trimmed |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $14.4M | 0.95% | 20 | Hold |
| 25 | AMZN | AMAZON COM INC | $14.1M | 0.93% | 67,657 | Added |
Source: SEC Form 13F filings · as of 2026-03-31