Pds Planning
$1.7B 13F equity value
631 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Pds Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 1,779,207 | $127M | 7.3% |
| IVV | ISHARES TR | 157,386 | $118M | 6.8% |
| AGG | ISHARES TR | 880,458 | $87M | 5.0% |
| VO | VANGUARD INDEX FDS | 962,079 | $78M | 4.5% |
| AVUV | AMERICAN CENTY ETF TR | 614,951 | $77M | 4.4% |
| VIG | VANGUARD SPECIALIZED FUNDS | 293,378 | $69M | 4.0% |
| VWO | VANGUARD INTL EQUITY INDEX F | 1,068,327 | $64M | 3.7% |
| BNDX | VANGUARD CHARLOTTE FDS | 1,034,989 | $50M | 2.9% |
| REET | ISHARES TR | 1,642,967 | $45M | 2.6% |
| IGSB | ISHARES TR | 801,548 | $42M | 2.4% |
Track Pds Planning's 13F portfolio: $1.7B in reported holdings, 631 positions. Top holdings and quarterly changes on SentiSense.
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