Pds Planning, Inc Top Holdings and 13F Report (2025) About Pds Planning, IncInvestment ActivityPds Planning, Inc has $1.34 billion in total holdings as of June 30, 2025.Pds Planning, Inc owns shares of 516 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 6.47% of the portfolio was purchased this quarter.About 0.73% of the portfolio was sold this quarter.This quarter, Pds Planning, Inc has purchased 476 new stocks and bought additional shares in 340 stocks.Pds Planning, Inc sold shares of 98 stocks and completely divested from 17 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $100,273,658iShares Core S&P 500 ETF $92,238,061iShares Core U.S. Aggregate Bond ETF $73,360,954Vanguard Mid-Cap ETF $61,305,964Vanguard Dividend Appreciation ETF $55,625,924 Largest New Holdings this Quarter 278865100 - Ecolab $414,938 Holding19260Q107 - Coinbase Global $310,534 Holding466313103 - Jabil $307,085 Holding579780206 - McCormick & Company, Incorporated $302,673 Holding00214Q104 - ARK Innovation ETF $301,758 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 67,394 shares (about $3.84M)iShares Core U.S. Aggregate Bond ETF 38,623 shares (about $3.83M)Avantis U.S. Small Cap Value ETF 41,568 shares (about $3.79M)iShares Core S&P 500 ETF 5,759 shares (about $3.58M)Microsoft 6,850 shares (about $3.41M) Largest Sales this Quarter Vanguard Small-Cap Value ETF 5,179 shares (about $1.01M)Vanguard Large-Cap ETF 2,374 shares (about $677.31K)Schwab US Large-Cap ETF 16,211 shares (about $396.20K)iShares Core S&P Mid-Cap ETF 4,540 shares (about $281.57K)Vanguard Health Care ETF 1,019 shares (about $253.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPds Planning, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$100,273,658$3,842,133 ▲4.0%1,758,8787.5%ETFIVViShares Core S&P 500 ETF$92,238,061$3,575,773 ▲4.0%148,5556.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$73,360,954$3,831,400 ▲5.5%739,5265.5%FinanceVOVanguard Mid-Cap ETF$61,305,964$3,220,282 ▲5.5%219,0834.6%ETFVIGVanguard Dividend Appreciation ETF$55,625,924$824,208 ▲1.5%271,7834.1%ETFVWOVanguard FTSE Emerging Markets ETF$51,562,392$1,596,964 ▲3.2%1,042,5073.8%ETFAVUVAvantis U.S. Small Cap Value ETF$51,142,728$3,786,845 ▲8.0%561,3913.8%ETFBNDXVanguard Total International Bond ETF$44,294,596$2,624,177 ▲6.3%894,6603.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$37,982,488$2,279,389 ▲6.4%719,9112.8%ManufacturingREETiShares Global REIT ETF$35,139,760$1,559,484 ▲4.6%1,422,6622.6%ETFBSVVanguard Short-Term Bond ETF$32,372,872$1,659,863 ▲5.4%411,3452.4%ETFNVDANVIDIA$26,421,682$2,964,058 ▲12.6%167,2362.0%Computer and TechnologyMSFTMicrosoft$26,104,172$3,407,271 ▲15.0%52,4801.9%Computer and TechnologyAAPLApple$24,928,335$2,841,602 ▲12.9%121,5011.9%Computer and TechnologyABBVAbbVie$20,029,121$82,044 ▲0.4%107,9041.5%MedicalVBRVanguard Small-Cap Value ETF$19,548,992$1,009,958 ▼-4.9%100,2461.5%ETFABTAbbott Laboratories$16,428,171$471,141 ▲3.0%120,7861.2%MedicalIEFAiShares Core MSCI EAFE ETF$15,857,399$23,792 ▲0.2%189,9541.2%ETFBNDVanguard Total Bond Market ETF$15,537,062$412,844 ▲2.7%211,0151.2%ETFJPMJPMorgan Chase & Co.$15,053,388$1,236,474 ▲8.9%51,9241.1%FinanceIJHiShares Core S&P Mid-Cap ETF$14,222,987$281,571 ▼-1.9%229,3291.1%ETFAMZNAmazon.com$13,387,431$1,954,112 ▲17.1%61,0211.0%Retail/WholesaleBRK.BBerkshire Hathaway$13,181,369$796,177 ▲6.4%27,1351.0%FinanceBRK.ABerkshire Hathaway$13,118,4000.0%181.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$12,268,060$300,571 ▲2.5%204,3650.9%ETFVBVanguard Small-Cap ETF$12,190,324$1,343,211 ▲12.4%51,4400.9%ETFVTEBVanguard Tax-Exempt Bond ETF$11,860,475$338,308 ▲2.9%241,9020.9%ETFMUBiShares National Muni Bond ETF$11,330,941$1,535,540 ▲15.7%108,4510.8%ETFIAGGiShares Core International Aggregate Bond ETF$10,021,429$41,741 ▼-0.4%196,1520.7%ETFMETAMeta Platforms$8,893,985$707,090 ▲8.6%12,0500.7%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$8,509,298$1,442,710 ▲20.4%80,0200.6%ETFGOOGAlphabet$7,904,352$1,389,147 ▲21.3%44,5590.6%Computer and TechnologyAVGOBroadcom$7,630,104$336,298 ▲4.6%27,6800.6%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$7,250,455$244,680 ▼-3.3%107,8620.5%ETFVTVanguard Total World Stock ETF$7,156,181$180,315 ▲2.6%55,6810.5%ETFGOOGLAlphabet$6,720,429$424,895 ▲6.7%38,1340.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$6,464,924$55,012 ▲0.9%21,2710.5%ETFPGProcter & Gamble$6,010,275$152,308 ▲2.6%37,7250.4%Consumer StaplesLLYEli Lilly and Company$5,754,291$514,472 ▲9.8%7,3820.4%MedicalJMSTJPMorgan Ultra-Short Municipal ETF$5,566,890$84,018 ▼-1.5%109,3260.4%ETFVNQVanguard Real Estate ETF$5,538,332$192,012 ▼-3.4%62,1870.4%ETFOUNZVanEck Merk Gold ETF$5,350,4400.0%167,7780.4%ETFVIGIVanguard International Dividend Appreciation ETF$5,343,823$64,255 ▼-1.2%59,2970.4%ETFVOOVanguard S&P 500 ETF$5,332,547$332,290 ▲6.6%9,3880.4%ETFTSLATesla$4,958,037$372,615 ▲8.1%15,6080.4%Auto/Tires/TrucksVVVanguard Large-Cap ETF$4,735,433$677,306 ▼-12.5%16,5980.4%ETFTSMTaiwan Semiconductor Manufacturing$4,650,293$185,722 ▲4.2%20,5320.3%Computer and TechnologyKOCocaCola$4,569,797$336,627 ▲8.0%64,5910.3%Consumer StaplesVVisa$4,272,431$673,548 ▲18.7%12,0330.3%Business ServicesORCLOracle$4,017,108$19,239 ▲0.5%18,3740.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,775,618$24,714 ▲0.7%6,1110.3%FinanceCOSTCostco Wholesale$3,638,523$785,129 ▲27.5%3,6750.3%Retail/WholesaleNFLXNetflix$3,583,512$429,861 ▲13.6%2,6760.3%Consumer DiscretionaryNOWServiceNow$3,512,949$32,899 ▲0.9%3,4170.3%Computer and TechnologyUPSUnited Parcel Service$3,510,798$13,324 ▲0.4%34,7810.3%TransportationMAMastercard$3,500,886$836,729 ▲31.4%6,2300.3%Business ServicesDEDeere & Company$3,300,827$66,108 ▲2.0%6,4910.2%IndustrialsWMTWalmart$3,008,125$220,789 ▲7.9%30,7640.2%Retail/WholesaleCINFCincinnati Financial$2,955,845$6,850 ▲0.2%19,8490.2%FinanceJNJJohnson & Johnson$2,801,867$37,118 ▼-1.3%18,3430.2%MedicalHDHome Depot$2,798,622$227,688 ▲8.9%7,6330.2%Retail/WholesaleXOMExxon Mobil$2,603,655$78,693 ▼-2.9%24,1530.2%EnergyETNEaton$2,301,158$42,125 ▲1.9%6,4460.2%IndustrialsJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,186,731$43,085 ▲2.0%40,1970.2%ETFGEGE Aerospace$2,154,354$340,270 ▲18.8%8,3700.2%AerospaceISTBiShares Core 1-5 Year USD Bond ETF$2,122,442$22,282 ▲1.1%43,6270.2%ManufacturingSDYSPDR S&P Dividend ETF$2,091,207$109,671 ▼-5.0%15,4070.2%ETFDFACDimensional U.S. Core Equity 2 ETF$2,055,4600.0%57,3510.2%ETFVTVVanguard Value ETF$2,036,506$177 ▲0.0%11,5230.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,892,346$13,573 ▼-0.7%14,0810.1%ETFLINDE PLC$1,819,480$535,334 ▲41.7%3,8780.1%SHSIBMInternational Business Machines$1,776,114$127,055 ▲7.7%6,0250.1%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$1,764,4650.0%26,9300.1%FinanceJEPIJPMorgan Equity Premium Income ETF$1,719,323$30,699 ▲1.8%30,2430.1%ETFCSCOCisco Systems$1,716,776$159,710 ▲10.3%24,7450.1%Computer and TechnologyAPHAmphenol$1,693,168$529,201 ▲45.5%17,1460.1%Computer and TechnologyHBANHuntington Bancshares$1,658,770$35,789 ▲2.2%99,0480.1%FinanceUNHUnitedHealth Group$1,648,681$149,738 ▲10.0%5,2850.1%MedicalBKNGBooking$1,632,566$364,722 ▲28.8%2820.1%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$1,612,344$187,973 ▲13.2%31,8140.1%ETFTXNTexas Instruments$1,508,351$180,213 ▲13.6%7,2650.1%Computer and TechnologyADBEAdobe$1,507,284$44,878 ▲3.1%3,8960.1%Computer and TechnologyCVXChevron$1,507,227$9,021 ▼-0.6%10,5260.1%EnergyGLDSPDR Gold Shares$1,496,106$149,976 ▼-9.1%4,9080.1%FinanceNEENextEra Energy$1,492,856$412,002 ▲38.1%21,5050.1%UtilitiesSAPSAP$1,471,844$93,967 ▲6.8%4,8400.1%Computer and TechnologyADPAutomatic Data Processing$1,444,284$47,187 ▲3.4%4,6830.1%Computer and TechnologyCRMSalesforce$1,394,264$2,727 ▲0.2%5,1130.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,365,064$2,279 ▲0.2%5,3910.1%ETFUNPUnion Pacific$1,356,849$366,766 ▲37.0%5,8970.1%TransportationVCSHVanguard Short-Term Corporate Bond ETF$1,328,526$107,882 ▼-7.5%16,7110.1%ETFINTUIntuit$1,327,157$252,042 ▲23.4%1,6850.1%Computer and TechnologySCHBSchwab US Broad Market ETF$1,324,700$3,670 ▼-0.3%55,5900.1%ETFHDBHDFC Bank$1,317,267$126,735 ▲10.6%17,1810.1%FinancePALANTIR TECHNOLOGIES INC$1,298,584$214,159 ▲19.7%9,5260.1%CL ABACBank of America$1,282,098$51,201 ▼-3.8%27,0940.1%FinancePEPPepsiCo$1,271,623$8,054 ▲0.6%9,6310.1%Consumer StaplesASMLASML$1,262,991$13,624 ▼-1.1%1,5760.1%Computer and TechnologyCRWDCrowdStrike$1,248,319$90,657 ▲7.8%2,4510.1%Computer and TechnologySPYINEOS S&P 500 High Income ETF$1,248,208$126,909 ▲11.3%24,8050.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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