Pds Planning, Inc Top Holdings and 13F Report (2026) About Pds Planning, IncInvestment ActivityPds Planning, Inc has $1.52 billion in total holdings as of March 31, 2026.Pds Planning, Inc owns shares of 561 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 3.67% of the portfolio was purchased this quarter.About 1.12% of the portfolio was sold this quarter.This quarter, Pds Planning, Inc has purchased 553 new stocks and bought additional shares in 333 stocks.Pds Planning, Inc sold shares of 150 stocks and completely divested from 36 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $111,608,069iShares Core S&P 500 ETF $100,385,329iShares Core U.S. Aggregate Bond ETF $83,797,779Vanguard Mid-Cap ETF $66,990,736Avantis U.S. Small Cap Value ETF $66,653,020 Largest New Holdings this Quarter G0593M107 - AstraZeneca $1,374,623 Holding78433H675 - NEOS ETF TRUST $521,165 Holding29446M102 - Equinor ASA $306,077 Holding007973100 - Advanced Energy Industries $289,794 Holding55024U109 - Lumentum $277,590 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 53,598 shares (about $5.32M)Vanguard Total International Bond ETF 62,560 shares (about $3.01M)iShares Core S&P 500 ETF 3,491 shares (about $2.28M)iShares 1-5 Year Investment Grade Corporate Bond ETF 39,127 shares (about $2.06M)Dimensional U.S. Core Equity 2 ETF 44,003 shares (about $1.71M) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 28,413 shares (about $1.82M)SANDISK CORP 968 shares (about $615.01K)Greif Bros. 4,106 shares (about $359.46K)AbbVie 1,617 shares (about $351.68K)UnitedHealth Group 1,043 shares (about $282.21K) 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$111,608,069$1,820,705 ▼-1.6%1,741,6997.4%ETFIVViShares Core S&P 500 ETF$100,385,329$2,280,356 ▲2.3%153,6806.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$83,797,779$5,320,674 ▲6.8%844,1405.5%FinanceVOVanguard Mid-Cap ETF$66,990,736$1,576,043 ▲2.4%233,2714.4%ETFAVUVAvantis U.S. Small Cap Value ETF$66,653,020$159,077 ▲0.2%603,3594.4%ETFVIGVanguard Dividend Appreciation ETF$60,907,197$1,162,185 ▲1.9%283,2104.0%ETFVWOVanguard FTSE Emerging Markets ETF$56,611,444$347,379 ▲0.6%1,047,3903.7%ETFBNDXVanguard Total International Bond ETF$48,743,232$3,006,009 ▲6.6%1,014,4273.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$40,393,550$2,056,514 ▲5.4%768,5232.7%ManufacturingREETiShares Global REIT ETF$39,714,439$1,145,180 ▲3.0%1,579,1032.6%ETFAAPLApple$34,030,448$883,443 ▲2.7%134,0892.2%Computer and TechnologyBSVVanguard Short-Term Bond ETF$33,873,823$1,684,796 ▲5.2%432,0092.2%ETFNVDANVIDIA$30,814,628$644,061 ▲2.1%176,6892.0%Computer and TechnologyABBVAbbVie$23,688,134$351,681 ▼-1.5%108,9161.6%MedicalVBRVanguard Small-Cap Value ETF$21,522,567$44,971 ▲0.2%99,0681.4%ETFMSFTMicrosoft$20,169,124$527,864 ▲2.7%54,4861.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$16,950,998$9,415 ▼-0.1%187,2421.1%ETFBNDVanguard Total Bond Market ETF$16,893,796$625,055 ▲3.8%229,4111.1%ETFIJHiShares Core S&P Mid-Cap ETF$15,609,928$166,664 ▲1.1%231,1551.0%ETFMUBiShares National Muni Bond ETF$15,003,919$1,200,772 ▲8.7%141,3461.0%ETFBRK.BBerkshire Hathaway$14,731,087$847,705 ▲6.1%30,7411.0%FinanceJPMJPMorgan Chase & Co.$14,475,818$47,065 ▼-0.3%49,2111.0%FinanceBRK.ABerkshire Hathaway$14,362,8000.0%200.9%FinanceIEMGiShares Core MSCI Emerging Markets ETF$14,332,766$14,020 ▼-0.1%205,4880.9%ETFAMZNAmazon.com$14,090,923$399,670 ▲2.9%67,6570.9%Retail/WholesaleVBVanguard Small-Cap ETF$13,621,184$18,596 ▼-0.1%52,0050.9%ETFVTEBVanguard Tax-Exempt Bond ETF$13,586,535$664,884 ▲5.1%272,3300.9%ETFGOOGAlphabet$13,531,978$209,407 ▲1.6%47,1730.9%Computer and TechnologyGOOGLAlphabet$12,560,826$381,877 ▲3.1%43,6810.8%Computer and TechnologyABTAbbott Laboratories$12,293,154$170,740 ▼-1.4%119,7350.8%MedicalSUBiShares Short-Term National Muni Bond ETF$11,910,675$1,297,067 ▲12.2%111,8370.8%ETFIAGGiShares Core International Aggregate Bond ETF$11,656,694$239,941 ▲2.1%232,9480.8%ETFVTIVanguard Total Stock Market ETF$8,593,151$198,259 ▲2.4%26,7860.6%ETFVTVanguard Total World Stock ETF$8,559,272$529,767 ▲6.6%61,8800.6%ETFAVGOBroadcom$8,555,079$291,246 ▲3.5%27,6410.6%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$8,176,125$153,054 ▲1.9%108,8700.5%ETFOUNZVanEck Merk Gold ETF$7,558,3990.0%167,7780.5%ETFTSMTaiwan Semiconductor Manufacturing$7,103,371$147,346 ▲2.1%21,0190.5%Computer and TechnologyMETAMeta Platforms$7,002,889$7,438 ▼-0.1%12,2400.5%Computer and TechnologyLLYEli Lilly and Company$6,719,415$26,672 ▼-0.4%7,3060.4%MedicalVOOVanguard S&P 500 ETF$6,337,054$237,229 ▲3.9%10,6050.4%ETFVNQVanguard Real Estate ETF$5,873,694$168,529 ▲3.0%66,2200.4%ETFTSLATesla$5,857,665$4,461 ▲0.1%15,7570.4%Auto/Tires/TrucksJMSTJPMorgan Ultra-Short Municipal ETF$5,661,041$427,520 ▲8.2%111,0440.4%ETFPGProcter & Gamble$5,515,176$331,636 ▲6.4%38,1830.4%Consumer StaplesVIGIVanguard International Dividend Appreciation ETF$5,312,698$38,480 ▲0.7%60,0580.4%ETFKOCocaCola$5,025,000$115,672 ▲2.4%66,0750.3%Consumer StaplesVVVanguard Large-Cap ETF$4,828,463$70,528 ▼-1.4%16,1570.3%ETFJNJJohnson & Johnson$4,713,988$232,461 ▲5.2%19,2850.3%MedicalSPYSPDR S&P 500 ETF Trust$4,520,019$604,837 ▲15.4%6,9500.3%FinanceXOMExxonMobil$4,272,996$46,995 ▼-1.1%25,1860.3%EnergyWALMART INC$4,021,126$103,154 ▲2.6%32,3550.3%COMDFACDimensional U.S. Core Equity 2 ETF$3,938,616$1,709,956 ▲76.7%101,3540.3%ETFCOSTCostco Wholesale$3,833,177$53,806 ▲1.4%3,8470.3%Retail/WholesaleVVisa$3,711,115$32,943 ▲0.9%12,2790.2%Business ServicesDEDeere & Company$3,553,625$32,106 ▲0.9%6,3090.2%IndustrialsUPSUnited Parcel Service$3,353,552$63,553 ▼-1.9%34,0880.2%TransportationCINFCincinnati Financial$3,031,734$5,979 ▲0.2%19,2670.2%FinanceORCLOracle$2,963,825$65,464 ▲2.3%20,1470.2%Computer and TechnologyMAMastercard$2,944,496$193,868 ▼-6.2%5,8930.2%Business ServicesGLDMSPDR Gold MiniShares Trust$2,668,284$27,066 ▲1.0%28,7870.2%FinanceNFLXNetflix$2,573,166$106,726 ▲4.3%26,7620.2%Consumer DiscretionaryCVXChevron$2,554,533$33,517 ▲1.3%12,3470.2%EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,456,660$41,696 ▲1.7%44,2480.2%ETFGEGE Aerospace$2,426,801$39,160 ▲1.6%8,5520.2%AerospaceETNEaton$2,289,803$18,241 ▲0.8%6,4020.2%IndustrialsVTVVanguard Value ETF$2,264,895$37,474 ▼-1.6%11,5440.1%ETFASMLASML$2,240,128$18,492 ▲0.8%1,6960.1%Computer and TechnologyHDHome Depot$2,240,002$35,519 ▼-1.6%6,8110.1%Retail/WholesaleSDYSPDR S&P Dividend ETF$2,224,245$146 ▲0.0%15,2410.1%ETFCSCOCisco Systems$2,191,577$52,062 ▲2.4%28,2460.1%Computer and TechnologyACTEnact$2,123,793$757,678 ▲55.5%52,0410.1%FinanceMRKMerck & Co., Inc.$2,114,377$91,182 ▲4.5%17,5770.1%MedicalCATCaterpillar$2,075,835$7,793 ▼-0.4%2,9300.1%IndustrialsVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,008,385$47,964 ▼-2.3%13,7760.1%ETFJCPBJPMorgan Core Plus Bond ETF$1,993,815$317,598 ▲18.9%42,3500.1%ETFISTBiShares Core 1-5 Year USD Bond ETF$1,987,739$13,036 ▼-0.7%41,0180.1%ManufacturingHBANHuntington Bancshares$1,986,800$371,406 ▲23.0%126,9520.1%FinanceJPIEJPMorgan Income ETF$1,962,590$1,935 ▲0.1%42,6000.1%ETFMUMicron Technology$1,946,176$162,491 ▲9.1%5,7610.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,927,020$42,170 ▲2.2%33,9980.1%ETFNEENextEra Energy$1,919,270$24,335 ▲1.3%20,6640.1%UtilitiesAPHAmphenol$1,899,925$17,815 ▲0.9%15,0370.1%Computer and TechnologyNOWServiceNow$1,821,993$997,303 ▲120.9%17,4270.1%Computer and TechnologyGLDSPDR Gold Shares$1,814,533$43,459 ▼-2.3%4,2170.1%FinanceAMDAdvanced Micro Devices$1,778,385$50,451 ▲2.9%8,7420.1%Computer and TechnologyAMATApplied Materials$1,765,687$106,638 ▲6.4%5,1660.1%Computer and TechnologyLINDE PLC$1,744,579$93,203 ▲5.6%3,5190.1%SHSGE VERNOVA INC$1,733,737$46,268 ▲2.7%1,9860.1%COMIBMInternational Business Machines$1,696,418$96,225 ▲6.0%6,9990.1%Computer and TechnologyCOPConocoPhillips$1,672,723$77,353 ▲4.8%12,6720.1%EnergyLAM RESEARCH CORP$1,660,138$113,667 ▲7.4%7,7700.1%COM NEWVCSHVanguard Short-Term Corporate Bond ETF$1,635,884$243,278 ▲17.5%20,6370.1%ETFTMOThermo Fisher Scientific$1,559,627$65,374 ▲4.4%3,1730.1%MedicalMCDMcDonald's$1,542,606$146,708 ▲10.5%4,9630.1%Retail/WholesalePEPPepsiCo$1,530,293$35,563 ▼-2.3%9,8540.1%Consumer StaplesCAHCardinal Health$1,525,231$4,226 ▲0.3%7,2180.1%MedicalPALANTIR TECHNOLOGIES INC$1,503,027$157,982 ▲11.7%10,2750.1%CL ARTXRTX$1,456,859$22,956 ▲1.6%7,5520.1%AerospaceNVSNovartis$1,455,402$458 ▲0.0%9,5280.1%MedicalShowing 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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