Managers / Q2 2022 · view latest →
PDS Planning, Inc
CIK 0000838618 · 475 METRO PL S., STE 460, DUBLIN, OH, 43017 · 6144818449
Reported Value
$553M
Q2 2022
Positions
215
Filings on Record
30
2019–present window
Filed
Jul 15, 2022
original filing
Summary
Pds Planning, Inc reported $553M in U.S.-listed holdings across 215 positions for Q2 2022.
Its largest position, VEA, represents 7.3% of the portfolio.
Compared with Q1 2022, the fund opened 19 new positions and exited 41.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.5B | 561 | Apr 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.5B | 553 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.4B | 540 | Oct 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 516 | Jul 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.2B | 476 | Apr 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.1B | 444 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.1B | 443 | Oct 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $991M | 396 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $952M | 397 | May 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $878M | 365 | Feb 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $773M | 338 | Oct 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $782M | 340 | Jul 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $725M | 305 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $625.7B | 225 | Jan 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $549M | 203 | Nov 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $553M | 215 | Jul 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $568M | 237 | Apr 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $523M | 219 | Jan 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $433M | 211 | Oct 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $411M | 199 | Jul 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $344M | 175 | Apr 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $291M | 161 | Jan 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $246M | 139 | Oct 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $221M | 134 | Aug 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $157M | 101 | Apr 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $158M | 104 | Feb 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $144M | 100 | Oct 28, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $134M | 94 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $129M | 89 | Apr 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $116M | 81 | Feb 8, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.