Avantax Planning Partners
$4.0B 13F equity value
477 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Avantax Planning Partners 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 |
|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 14,951,817 | $506M | 12.6% |
| SCHV | SCHWAB STRATEGIC TR | 10,212,910 | $356M | 8.8% |
| SCHF | SCHWAB STRATEGIC TR | 7,624,824 | $211M | 5.3% |
| SCHZ | SCHWAB STRATEGIC TR | 7,975,307 | $184M | 4.6% |
| SCHD | SCHWAB STRATEGIC TR | 5,394,015 | $171M | 4.3% |
| JPEF | J P MORGAN EXCHANGE TRADED F | 1,924,120 | $155M | 3.8% |
| JPIB | J P MORGAN EXCHANGE TRADED F | 2,518,715 | $122M | 3.0% |
| SPTL | SPDR SERIES TRUST | 4,547,125 | $119M | 3.0% |
| AVUV | AMERICAN CENTY ETF TR | 864,456 | $108M | 2.7% |
| AVEM | AMERICAN CENTY ETF TR | 1,065,277 | $103M | 2.6% |
Track Avantax Planning Partners's 13F portfolio: $4.0B in reported holdings, 477 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}