Kurt M. Brown

Pds Planning, Inc

Assets Managed

$1.516B

Holdings

561

Last Quarter

2026 - Q1

Filed Date

29d ago

Growth Rate

1.28%(2Q avg: 2.41%)

Sustained Growth

10 quarters

Portfolio positions

This chart displays the top 10 holdings in Pds Planning, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 561 positions.

Assets under management

The assets under management (AUM) of Pds Planning, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.516B in assets, with a quarterly growth rate of 1.28% and a 2-quarter average growth rate of 2.41%. The portfolio is managed by Kurt M. Brown, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VEA Vanguard Ftse Developed Etf Recent Activity Decreased -1.6%	7.37%	$111.608M 1.742M shares@ $64.08 avg price	Decreased -1.6%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 2.33%	6.63%	$100.385M 153,680 shares@ $653.22 avg price	Increased 2.33%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 6.78%	5.53%	$83.798M 844,140 shares@ $99.28 avg price	Increased 6.78%
VO Vanguard Mid-cap Etf Recent Activity Increased 2.41%	4.42%	$66.991M 233,271 shares@ $287.18 avg price	Increased 2.41%
AVUV Avantis Us Small Cap Value Recent Activity Increased 0.24%	4.4%	$66.653M 603,359 shares@ $110.47 avg price	Increased 0.24%
VIG Vanguard Dividend Apprec Etf Recent Activity Increased 1.95%	4.02%	$60.907M 283,210 shares@ $215.07 avg price	Increased 1.95%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 0.62%	3.74%	$56.611M 1.047M shares@ $54.06 avg price	Increased 0.62%
BNDX Vanguard Total Intl Bond Etf Recent Activity Increased 6.58%	3.22%	$48.743M 1.014M shares@ $48.06 avg price	Increased 6.58%
IGSB Ishares 1-5y Inv Grade Corp Recent Activity Increased 5.37%	2.67%	$40.394M 768,523 shares@ $52.56 avg price	Increased 5.37%
REET Ishares Global Reit Etf Recent Activity Increased 2.97%	2.62%	$39.714M 1.579M shares@ $25.15 avg price	Increased 2.97%

1-10 of 561