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Portfolio (Quarterly) Guide ↗

PDS Planning, Inc

· CIK 0000838618
13F Portfolio $1.7B AUM 609 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 68 New 324 Added 116 Reduced 20 Exited
Page 3 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC Technology 6,120.0 $7.1M 0.41% +359.0 +6.2% $1154.23 -16.2%
42 TSLA TESLA INC Consumer Cyclical 16,395.0 $6.9M 0.40% +638.0 +4.0% $420.60 -13.7%
43 JMST J P MORGAN EXCHANGE TRADED F 131,459.0 $6.7M 0.39% +20K +18.4% $51.00 -0.2%
44 OUNZ VANECK MERK GOLD ETF Financial Services 167,778.0 $6.5M 0.38% $38.59 +15.0%
45 VNQ VANGUARD INDEX FDS 66,024.0 $6.4M 0.37% $96.43 +2.1%
46 VIGI VANGUARD WHITEHALL FDS 60,684.0 $5.7M 0.33% +626.0 +1.0% $93.38 +5.6%
47 VV VANGUARD INDEX FDS 16,309.0 $5.6M 0.33% +152.0 +0.9% $343.92 +2.5%
48 PG PROCTER & GAMBLE CO Consumer Defensive 37,838.0 $5.5M 0.32% -345.0 -0.9% $146.64 -1.3%
49 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,364.0 $5.5M 0.32% +414.0 +6.0% $746.80 +2.5%
50 AMD ADVANCED MICRO DEVICES INC Technology 9,301.0 $5.4M 0.31% +559.0 +6.4% $580.91 -18.5%
51 KO COCA COLA CO Consumer Defensive 66,367.0 $5.4M 0.31% $81.27 +12.1%
52 JNJ JOHNSON & JOHNSON Healthcare 19,261.0 $4.9M 0.28% $253.97 +6.4%
53 DFAC DIMENSIONAL ETF TRUST 108,432.0 $4.8M 0.28% +7K +7.0% $44.36 +2.8%
54 V VISA INC Financial Services 12,513.0 $4.3M 0.25% +234.0 +1.9% $343.09 +8.1%
55 DE DEERE & CO Industrials 6,212.0 $3.9M 0.23% -97.0 -1.5% $634.31 +2.1%
56 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,086.0 $3.8M 0.22% +239.0 +6.2% $935.56 +1.3%
57 AMAT APPLIED MATLS INC Technology 5,220.0 $3.8M 0.22% +54.0 +1.1% $723.04 -31.9%
58 ASML ASML HLDG NV Technology 1,856.0 $3.7M 0.21% +160.0 +9.4% $1989.44 -11.3%
59 WMT WALMART INC Consumer Defensive 32,479.0 $3.7M 0.21% $113.26 -8.4%
60 UPS UNITED PARCEL SVCS INC Industrials 33,969.0 $3.7M 0.21% $107.50 -5.1%
Page 3 of 31  ·  609 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.2%
Financial Services 17.1%
Healthcare 14.0%
Industrials 7.5%
Consumer Cyclical 7.5%
Communication Services 5.6%
Consumer Defensive 4.4%
Energy 3.5%
Utilities 2.1%
Basic Materials 2.0%