PDS Planning, Inc - Portfolio overview

PDS Planning, Inc has 605 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 7.31%
2. IVV - ISHARES TR, 6.57%
3. AGG - ISHARES TR, 5.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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