Pds Planning Inc Q3 2026: Major ETF Purchases & Sales Observed
Pds Planning, Inc's portfolio saw significant changes in Q3 2026, with notable increases in holdings like JMST and decreases in positions such as KEP and CPNG, all tracked in this filing.
As of the quarter ending September 30, 2026, Pds Planning, Inc's portfolio held a total value of $1.76 billion. This report focuses on the observable changes in holdings during this period, as detailed in the latest filing.
Major Purchases Observed in Q3 2026
Pds Planning, Inc demonstrated significant buying activity this quarter, most notably in exchange-traded funds (ETFs). The investor's stake in the J P MORGAN EXCHANGE TRADED FUND (JMST) surged by an impressive 135.22%, adding substantial value to this position. Other significant buys included ETF SER SOLUTIONS (IDUB), which saw a 100% increase in shares, effectively doubling the position. These large purchases suggest confidence in specific sectors or strategies, although the exact nature of these funds (like APH, CRWD, SCHD mentioned in the portfolio indicators) requires further research into their underlying holdings.
Additionally, the investor increased their position in VANGUARD MUNICIPAL BOND ETF (VTEB) by 25.33%, indicating potential interest in the fixed income market, specifically municipal bonds. There was also a considerable increase in holdings of VANGUARD BD INDEX FDS (BSV) and ISHARES TR (IGSB), both showing strong positive share growth. These actions, while not as dramatic as the JMST purchase, still represent significant capital allocation towards specific fixed income or equity strategies within the portfolio.
Major Sales Observed in Q3 2026
Conversely, Pds Planning, Inc also showed substantial selling activity during Q3 2026. The position in KOREA ELEC PWR CORP (KEP) experienced a severe decline, with shares falling by 55.42% and the portfolio allocation dropping to just 0.02%. Similarly, holdings in COUPANG INC (CPNG) decreased significantly by 57.04%, reflecting an exit from the consumer cyclical sector. The investor also sold off their position in LG DISPLAY CO LTD (LPL), which saw an 84.74% reduction, and holdings in AKEBIA THREAPEUTICS INC (AKBA) were completely liquidated, reduced to 0.00% allocation.
Furthermore, the filing indicates sales of other stocks, including KOREA ELEC PWR CORP (KEP), which was listed among the significant sells, and J P MORGAN EXCHANGE TRADED FUND (JPIE), although the latter isn't explicitly detailed in the changed_holdings list provided. These exits, particularly from KEP and CPNG, suggest a strategic shift away from certain international or tech-focused equities.
New Positions and Minor Changes
Beyond the large transactions, the investor initiated a new position in ETF SER SOLUTIONS (IDUB), which was a significant addition with a 100% share increase. This points towards the investor's interest in specialized or service-oriented entities within the financial sector.
Other changes, while smaller in magnitude, still indicate active management. For instance, the investor slightly increased their allocation to domestic broad market exposure via VANGUARD INDEX FDS (VO) and to international equities via VANGUARD INTL EQUITY INDEX FUND (VWO). Conversely, they reduced their position in the core bond fund ISHARES TR (IAGG) by 19.64%, showing a potential adjustment in fixed income strategy. Holdings in VANGUARD TAX-MANAGED DISCUSSION FUND (VEA) and ISHARES TR (REET) also saw modest increases, while other minor adjustments were noted across various sectors.
Overall Portfolio Activity
The portfolio, managed by Pds Planning, Inc, appears to be actively traded during the Q3 2026 period. The indicators show the presence of both large buying and selling activities, reflecting a dynamic approach to investing. The significant changes observed, including the initiation of new positions like IDUB and the complete exit from AKBA, highlight the investor's responsiveness to market opportunities and risks.
It's important to note that the portfolio's holdings are spread across numerous sectors and individual stocks, totaling 623 holdings. The top five holdings by weight account for 27.17% of the total portfolio value. While the investor maintains a diversified approach, the disclosed data reveals focused actions in specific areas, particularly within ETFs and certain equity names, during this quarter.