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PDS Planning, Inc
RIA/Wealth
PDS Planning, Inc is a RIA/Wealth based in Dublin, OH led by Jamie Paul Menges, reporting $1.8B in AUM as of Q3 2025 with 60% ETF concentration.
PresidentJamie Paul Menges
- Portfolio Value
- $1.4B
- Positions
- 541
- Top Holding
- VEA at 7.34%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PDS Planning, Inc's portfolio (44.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $106.1M | 7.34% | +$722.3K Bought | — 1.8M shares | |
ETF ETF | $101.0M | 6.99% | +$1.6M Bought | — 151.0K shares | |
ETF ETF | $76.3M | 5.28% | +$2.2M Bought | — 761.0K shares | |
ETF ETF | $65.8M | 4.55% | +$1.4M Bought | — 223.9K shares | |
Unknown Unknown | $59.6M | 4.12% | +$917.5K Bought | — 276.0K shares | |
ETF ETF | $58.1M | 4.02% | +$2.2M Bought | — 583.4K shares | |
ETF ETF | $56.6M | 3.92% | +$144.6K Bought | — 1.0M shares | |
ETF ETF | $45.9M | 3.18% | +$1.7M Bought | — 928.5K shares | |
ETF ETF | $39.6M | 2.74% | +$1.4M Bought | — 746.9K shares | |
ETF ETF | $37.6M | 2.60% | +$1.2M Bought | — 1.5M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PDS Planning, Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for PDS Planning, Inc
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