Institutional Fund
Pds Planning, Inc
Dublin, OHCIK 8386185 filings on record
Portfolio Value
$1.52B
Q1 2026
Holdings
561
Reported positions
New Buys
44
Opened this quarter
QoQ Change
+1.3%
from $1.50B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds7.4%
- Ishares Tr6.6%
- Ishares Tr5.5%
- Vanguard Index Fds4.4%
- American Centy ETF Tr4.4%
- Vanguard Specialized Funds4.0%
- Other67.7%
Portfolio Holdings
561 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 1.74M | $111.61M | 7.4% | −28.4K | Reduced |
| 2 | Ishares Tr | 153.7K | $100.39M | 6.6% | +3.5K | Added |
| 3 | Ishares Tr | 844.1K | $83.80M | 5.5% | +53.6K | Added |
| 4 | Vanguard Index Fds | 233.3K | $66.99M | 4.4% | +5.5K | Added |
| 5 | American Centy ETF Tr | 603.4K | $66.65M | 4.4% | +1.4K | Added |
| 6 | Vanguard Specialized Funds | 283.2K | $60.91M | 4.0% | +5.4K | Added |
| 7 | Vanguard Intl Equity Index F | 1.05M | $56.61M | 3.7% | +6.4K | Added |
| 8 | Vanguard Charlotte Fds | 1.01M | $48.74M | 3.2% | +62.6K | Added |
| 9 | Ishares Tr | 768.5K | $40.39M | 2.7% | +39.1K | Added |
| 10 | Ishares Tr | 1.58M | $39.71M | 2.6% | +45.5K | Added |
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