Arkolith/Funds/PDS Planning, Inc

PDS Planning, Inc

CIK 838618
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

PDS Planning, Inc holds a diversified book of 609 stocks worth $1.7B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares S&P 100 ETF and trimmed Abbvie Inc. Their largest long position is Vanguard Ftse Developed ETF at 7% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+15.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
68
bought for the first time
Added to
374
already held, bought more
Trimmed
142
sold some, still holds it
Sold out
20
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.2%
+15.4%/yr · since Oct '25
Their reported book
+12.5%
held from quarter-end
S&P 500
+14.7%
same window
$9K$10K$11K$11K$12KOct '25Dec '25Feb '26Apr '26Jun '26Aug '26
PDS Planning, Inc (copied at disclosure) S&P 500

Growth of $10,000 cloning PDS Planning, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
44%
Top 20 holdings
58%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

36% mapped to company sectors

ETF / fund or unclassified
64%
Information Technology
14%
Financials
7%
Health Care
4%
Consumer Discretionary
3%
Industrials
3%
Materials
1%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as PDS Planning, Inc

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$909.7B
MORGAN STANLEY80 / 80$666.3B
JPMORGAN CHASE & CO80 / 80$626.5B
WELLS FARGO & COMPANY/MN80 / 80$206.3B
ROYAL BANK OF CANADA80 / 80$185.2B
RAYMOND JAMES FINANCIAL INC80 / 80$128.5B
PNC FINANCIAL SERVICES GROUP, INC.80 / 80$106.1B
JONES FINANCIAL COMPANIES LLLP80 / 80$97.4B

Ranked by how many of PDS Planning, Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

609 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$126.8M1.78M
7.3%
+2.1%
Added · +38K sh
2Ishares TR
CORE S&P500 ETF
$117.9M157.4K
6.8%
+2.4%
Added · +4K sh
3Ishares TR
CORE US AGGBD ET
$87.1M880.5K
5.0%
+4.3%
Added · +36K sh
4Vanguard Index FDS
MID CAP ETF
$77.5M962.1K
4.5%
+312%
Added · +729K sh
5American Centy ETF TR
US SML CP VALU
$76.7M615.0K
4.4%
+1.9%
Added · +12K sh
6Vanguard Specialized Funds
DIV APP ETF
$69.4M293.4K
4.0%
+3.6%
Added · +10K sh
7Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$63.8M1.07M
3.7%
+2.0%
Added · +21K sh
8Vanguard Charlotte FDS
TOTAL INT BD ETF
$50.1M1.03M
2.9%
+2.0%
Added · +21K sh
9Ishares TR
GLOBAL REIT ETF
$45.4M1.64M
2.6%
+4.0%
Added · +64K sh
10Ishares TR
ISHS 1-5YR INVS
$42.0M801.5K
2.4%
+4.3%
Added · +33K sh
11Apple Inc
COM
$39.4M136.3K
2.3%
+1.6%
Added · +2K sh
12Nvidia Corporation
COM
$36.1M180.5K
2.1%
+2.1%
Added · +4K sh
13Vanguard BD Index FDS
SHORT TRM BOND
$35.1M450.6K
2.0%
+4.3%
Added · +19K sh
14Abbvie Inc
COM
$27.4M108.8K
1.6%
−0.1%
Reduced · −155 sh
15Vanguard Index FDS
SM CP VAL ETF
$23.8M98.0K
1.4%
−1.1%
Reduced · −1K sh
16Microsoft Corp
COM
$20.0M53.6K
1.2%
−1.6%
Reduced · −871 sh
17Ishares TR
CORE MSCI EAFE
$18.2M188.3K
1.1%
+0.6%
Added · +1K sh
18Ishares TR
CORE S&P MCP ETF
$17.6M228.7K
1.0%
−1.1%
Reduced · −2K sh
19Ishares Inc
CORE MSCI EMKT
$17.0M204.7K
1.0%
−0.4%
Reduced · −754 sh
20Vanguard BD Index FDS
TOTAL BND MRKT
$16.9M230.9K
1.0%
+0.6%
Added · +1K sh
21Alphabet Inc
CAP STK CL C
$16.8M47.5K
1.0%
+0.7%
Added · +322 sh
22Amazon Com Inc
COM
$16.5M69.1K
1.0%
+2.2%
Added · +1K sh
23JPMorgan Chase & Co
COM
$16.2M49.6K
0.9%
+0.8%
Added · +403 sh
24Ishares TR
NATIONAL MUN ETF
$16.0M148.7K
0.9%
+5.2%
Added · +7K sh
25Alphabet Inc
CAP STK CL A
$15.9M44.5K
0.9%
+1.8%
Added · +790 sh
26Vanguard Index FDS
SMALL CP ETF
$15.8M52.1K
0.9%
+0.2%
Added · +123 sh
27Berkshire Hathaway Inc Del
CL B NEW
$15.4M30.7K
0.9%
~0%
Added · +6 sh
28Berkshire Hathaway Inc Del
CL A
$15.0M20
0.9%
Held
29Vanguard Mun BD FDS
TAX EXEMPT BD
$13.9M275.5K
0.8%
+1.1%
Added · +3K sh
30Vanguard Index FDS
TOTAL STK MKT
$12.9M35.0K
0.7%
+31%
Added · +8K sh
31Ishares TR
CORE INTL AGGR
$12.8M252.3K
0.7%
+8.3%
Added · +19K sh
32Ishares TR
SHRT NAT MUN ETF
$12.3M115.1K
0.7%
+2.9%
Added · +3K sh
33Broadcom Inc
COM
$10.6M27.9K
0.6%
+1.0%
Added · +289 sh
34Taiwan Semiconductor Manufac
SPONSORED ADS
$10.4M21.7K
0.6%
+3.5%
Added · +730 sh
35Abbott Laboratories
COM
$9.9M109.6K
0.6%
−8.4%
Reduced · −10K sh
36Vanguard Intl Equity Index F
TT WRLD ST ETF
$9.8M62.3K
0.6%
+0.6%
Added · +392 sh
37Vanguard Intl Equity Index F
ALLWRLD EX US
$9.3M111.1K
0.5%
+2.0%
Added · +2K sh
38Eli Lilly & Co
COM
$9.1M7.6K
0.5%
+4.0%
Added · +293 sh
39Vanguard Index FDS
S&P 500 ETF SHS
$7.8M11.4K
0.5%
+7.2%
Added · +759 sh
40Meta Platforms Inc
CL A
$7.1M12.5K
0.4%
+2.5%
Added · +302 sh
41Micron Technology Inc
COM
$7.1M6.1K
0.4%
+6.2%
Added · +359 sh
42Tesla Inc
COM
$6.9M16.4K
0.4%
+4.0%
Added · +638 sh
43J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$6.7M131.5K
0.4%
+18%
Added · +20K sh
44Vaneck Merk Gold ETF
GOLD SHS
$6.5M167.8K
0.4%
Held
45Vanguard Index FDS
REAL ESTATE ETF
$6.4M66.0K
0.4%
−0.3%
Reduced · −196 sh
46Vanguard Whitehall FDS
INTL DVD ETF
$5.7M60.7K
0.3%
+1.0%
Added · +626 sh
47Vanguard Index FDS
LARGE CAP ETF
$5.6M16.3K
0.3%
+0.9%
Added · +152 sh
48Procter & Gamble Co
COM
$5.5M37.8K
0.3%
−0.9%
Reduced · −345 sh
49State STR SPDR S&P 500 ETF T
TR UNIT
$5.5M7.4K
0.3%
+6.0%
Added · +414 sh
50Advanced Micro Devices Inc
COM
$5.4M9.3K
0.3%
+6.4%
Added · +559 sh
Showing 50 of 609 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 2026609$1.7B13F-HR
Q1 2026Mar 31, 2026Apr 22, 2026561$1.5B13F-HR
Q4 2025Dec 31, 2025Jan 26, 2026553$1.5B13F-HR
Q3 2025Sep 30, 2025Oct 21, 2025540$1.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.