PDS Planning, Inc
All 13F Filings
- Location
- Dublin, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,727,651
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 609 | 1,727,651 | 13F-HR | PDS Planning, Inc |
| Q1 2026 | 4/21/2026 | 561 | 1,516,072 | 13F-HR | PDS Planning, Inc |
| Q4 2025 | 1/26/2026 | 553 | 1,496,972 | 13F-HR | PDS Planning, Inc |
| Q3 2025 | 10/21/2025 | 540 | 1,445,818 | 13F-HR | PDS Planning, Inc |
| Q2 2025 | 7/24/2025 | 516 | 1,341,803 | 13F-HR | PDS Planning, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 619.4 K | 35.9% | 92.39 K | 0 | 92.39 K |
| ETFs | 1.073 M | 62.1% | 118 K | 0 | 118 K |
| Debt | 35.11 K | 2.0% | 1.236 K | 0 | 1.236 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
1,727,651
Holdings
609
QoQ value change ($000)
211,579
(14.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.