Pds Planning Inc Q2 2026 Portfolio Activity Report
This report details the significant purchases and sales observed by Pds Planning Inc in their portfolio during the second quarter of 2026, highlighting shifts across various asset classes.
As reported for Pds Planning, Inc, the total value held in their portfolio as of June 30th, 2026, stood at approximately $1.72 billion.
During this quarter, there were notable changes to several holdings within the portfolio. Significant activity was observed across different sectors and asset classes, including fixed income and international equities.
Pds Planning Inc demonstrated substantial buying in Vanguard Index Funds (VO) during Q2 2026. The fund experienced a significant increase of over 728 thousand shares, representing an almost unprecedented growth spurt with a percentage change exceeding by far the typical thresholds for large buys.
In addition to VO, other substantial purchases were noted in fixed income and bond proxies like AGG (ISHares TR) which saw a modest increase of 36 thousand shares (+4.3%), though its allocation percentage remained unchanged from the previous period's reporting structure, indicating it was already present and slightly increased.
The investor also added positions in specific equity holdings outside their typical broad-market ETFs. These included LPL (LG Display Co Ltd), a Technology stock, which saw an increase of 75 thousand shares (+60.4%). Similarly, they added exposure to WIT (Wipro Ltd) with a purchase of over 35 thousand additional shares (+11.78%) and also increased their stake in the Consumer Cyclical holding CPNG (Coupang Inc).
Purchases were concentrated across several sectors, including Technology with additions to LPL and WIT, Financial Services via a small stake in HDB (HDFC Bank Ltd), Consumer Cyclical through CPNG, and Communication Services via SCHB (Schwab Strategic Trust). The portfolio's allocation breakdown shows these sectors as part of its overall structure.
Conversely, the investor disposed of some holdings during Q2 2026. Notably, they sold shares in HDB (-58.43%), significantly reducing its position and effectively exiting that specific holding entirely according to the filing data. Other exits included INFY (Infosys Ltd) which was sold completely, as well as other minor holdings like SBS (Companhia de Saneamento Basico) and REET.