Atx Financial Planning
$151M 13F equity value
86 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Atx Financial Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BALT | INNOVATOR ETFS TRUST | 349,729 | $12M | 7.9% |
| QFLR | INNOVATOR ETFS TRUST | 306,223 | $11M | 7.4% |
| QQQM | INVESCO EXCH TRADED FD TR II | 28,113 | $9M | 5.6% |
| SPYM | SPDR SERIES TRUST | 95,848 | $8M | 5.6% |
| SFLR | INNOVATOR ETFS TRUST | 203,220 | $8M | 5.2% |
| VGIT | VANGUARD SCOTTSDALE FDS | 113,411 | $7M | 4.4% |
| IVV | ISHARES TR | 8,239 | $6M | 4.1% |
| CLOA | BLACKROCK ETF TRUST II | 115,525 | $6M | 4.0% |
| PVAL | PUTNAM ETF TRUST | 106,318 | $5M | 3.6% |
| XUSP | INNOVATOR ETFS TRUST | 89,058 | $5M | 3.1% |
Track Atx Financial Planning's 13F portfolio: $151M in reported holdings, 86 positions. Top holdings and quarterly changes on SentiSense.
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