You're signed outSign in or to get full access.
PDS Planning, Inc.
PDS Planning, Inc. is a fee-only investment adviser firm headquartered in Dublin, Ohio. Founded in 1985 and SEC-registered in 1988, the firm provides comprehensive financial planning and investment advisory services mainly to individuals, families, and business owners. PDS employs approximately 16 professionals and serves clients across 15 states, focusing on fiduciary duty and transparency. The firm is led by owners Rita M. Itsell, Jamie P. Menges, Kurt M. Brown, and James A. Rogers.
Investment Strategy
PDS Planning adopts a client-centric approach, developing personalized investment policy statements for each client based on financial standing, goals, risk tolerance, and preferences. The firm manages portfolios aligned with the client’s objectives, using ongoing review processes to identify when changes are necessary based on performance, fund manager tenure, market factors, and personal circumstances. Emphasis is placed on broad diversification, asset allocation, and acting in the client’s best interests, with adherence to fiduciary responsibility and avoidance of commission-based conflicts.
Latest 13F Filing Activity
PDS Planning, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 539 equity positions with a total 13F market value of $1B. The fund increased holdings in Ishares TR, American Centy Etf TR, Apple Inc. among other positions. PDS Planning, Inc. reduced exposure to United Parcel Service Inc., Ares Capital Corp., Netflix Inc. among others.
Top Holdings
Equity Positions (539)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 7.34% | $106.1M | 1,770,933 | $45.89 | $59.92 | +$5.8M |
I IVV | ISHARES TR | 6.99% | $101.0M | 150,973 | $443.13 | $669.30 | +$8.8M |
A AGG | ISHARES TR | 5.28% | $76.3M | 760,978 | $104.52 | $100.25 | +$2.9M |
V VO | VANGUARD INDEX FDS | 4.55% | $65.8M | 223,870 | $252.99 | $293.74 | +$4.5M |
V VIG | VANGUARD SPECIALIZED FUNDS | 4.12% | $59.6M | 276,035 | $133.72 | $215.79 | +$3.9M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Columbus, OH , United States | |
 | Chief Investment Officer | Dublin, OH , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more