Managers / Q1 2023 · view latest →
PDS Planning, Inc
CIK 0000838618 · 475 METRO PL S., STE 460, DUBLIN, OH, 43017 · 6144818449
Reported Value
$725M
Q1 2023
Positions
305
Filings on Record
30
2019–present window
Filed
May 2, 2023
original filing
Summary
Pds Planning, Inc reported $725M in U.S.-listed holdings across 305 positions for Q1 2023.
Its largest position, VEA, represents 7.7% of the portfolio.
Compared with Q4 2022, the fund opened 85 new positions and exited 5.
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 — Q1 2023
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 ↗.