Avantax Planning Partners
$3.6B Assets Reported
467 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 15,031,527 | $438M | 12.0% |
| SCHV | SCHWAB STRATEGIC TR | 10,217,486 | $312M | 8.6% |
| SCHF | SCHWAB STRATEGIC TR | 7,317,057 | $181M | 5.0% |
| SCHZ | SCHWAB STRATEGIC TR | 7,710,661 | $179M | 4.9% |
| SCHD | SCHWAB STRATEGIC TR | 5,507,557 | $169M | 4.6% |
| JPEF | J P MORGAN EXCHANGE TRADED F | 1,787,833 | $128M | 3.5% |
| JPIB | J P MORGAN EXCHANGE TRADED F | 2,433,536 | $116M | 3.2% |
| SPTL | SPDR SERIES TRUST | 4,314,262 | $113M | 3.1% |
| AVUV | AMERICAN CENTY ETF TR | 862,566 | $95M | 2.6% |
| AVEM | AMERICAN CENTY ETF TR | 1,076,937 | $87M | 2.4% |
Track Avantax Planning Partners's 13F portfolio: $3.6B in reported holdings, 467 positions. Top holdings, AUM, and quarterly changes on SentiSense.