PDS Planning, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists a total of 629 distinct securities held by the firm.
The report identifies Kurt M. Brown as the Chief Compliance Officer and Chief Investment Officer responsible for the filing. The company's principal executive office is located at 475 Metro Pl S., Ste 460, Dublin, OH 43017.
The portfolio includes a diverse mix of domestic and international equities. Significant holdings include Apple Inc., with 45,710,572 shares; Amazon.com Inc., with 17,956,490 shares; and Microsoft Corporation, with 17,837,392 shares. The filing also lists substantial positions in Alphabet Inc. Class A and Class C shares, with 15,487,085 and 16,499,216 shares respectively.
Other notable positions disclosed in the filing include:
- Exxon Mobil Holdings Corp. (4,108,513 shares)
- Meta Platforms Inc. (3,849,150 shares)
- Johnson & Johnson (2,823,783 shares)
- Visa Inc. (2,632,200 shares)
- Berkshire Hathaway Inc. Class B (15,285,813 shares)
- UnitedHealth Group Inc. (2,632,200 shares)
The filing indicates that all positions are held in a Sole voting capacity with no shared voting or investment power.
