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Akre Focus Etf shares owned by PDS Planning

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by PDS Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 17k 65.51

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Abbvie (ABBV)

View all positions for PDS Planning

Top funds holding Akre Focus Etf

Cambridge Investment Research Advisors
UBS Group
Wealth Enhancement Advisory Services
Affiance Financial
Miracle Mile Advisors
Assetmark
Parisi Gray Wealth Management
Stratos Wealth Partners
Aprio Wealth Management
Urban Financial Advisory Corp
Lighthouse Wealth Management
Cary Street Partners Financial
Canal Capital Management
Montz Harcus Wealth Management
Perigon Wealth Management

View all funds holding Akre Focus Etf