PDS Planning, Inc ETF holdings
Dublin, OH
Reported $1.1B in 128 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.1B
ETFs held
128
Change from prior quarter
+12.1%
With price moves
ETFs as a share of its 13F
64.3%
of $1.7B
Top 10 of 128 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | $126.8M | 1,779,207 | +37,508 shares |
| IVV | iShares Core S&P 500 ETF | $117.9M | 157,386 | +3,706 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $87.1M | 880,458 | +36,318 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $77.5M | 962,079 | +728,808 shares |
| AVUV | Avantis US Small Cap Value ETF | $76.7M | 614,951 | +11,592 shares |
| VIG | Vanguard Dividend Appreciation ETF | $69.4M | 293,378 | +10,168 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $63.8M | 1,068,327 | +20,937 shares |
| BNDX | Vanguard Total International Bond ETF | $50.1M | 1,034,989 | +20,562 shares |
| REET | iShares Global REIT ETF | $45.4M | 1,642,967 | +63,864 shares |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $42.0M | 801,548 | +33,025 shares |
118 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000838618. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does PDS Planning, Inc own?
PDS Planning, Inc reported 128 ETF positions worth $1.1B in its Form 13F for June 30, 2026. The largest was VEA, at $126.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.