PDS Planning, Inc. has recently filed its 13F-HR report, detailing its investment holdings as of September 30, 2026. The filing shows a total value of approximately $1.77 billion, indicating the company's active engagement in the financial markets.

This filing is significant as it provides insight into PDS Planning's investment strategy and portfolio management. The report highlights various securities held by the company, showcasing its investment priorities and market outlook.

Company Background

PDS Planning, Inc. is a financial services company based in Dublin, Ohio. The firm specializes in asset management and investment advisory services. The company has a history of filing various forms with the SEC, including recent filings such as the 13F-HR on November 3, 2026, and the N-PX on August 19, 2026.

What the Filing Says

The 13F-HR filing reveals that PDS Planning holds a total of 629 securities valued at $1,766,273,920. The report was signed by Kurt M. Brown, the Chief Compliance Officer and Chief Investment Officer, confirming the accuracy of the information provided.

Impact

This update may influence various stakeholders, including investors and analysts, as they assess PDS Planning's investment strategies. Competitors in the financial services industry may also take note of the company's portfolio choices as they strategize their own investment decisions.

What's Next

The filing does not specify any immediate actions or upcoming events following this report.