Avantax Planning Partners, Inc.: 13F holdings
CIK 10054412026Q2
| Positions | 454 |
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| Reported value | $4.0bn |
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| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 454 (+19 vs prior quarter) |
|---|
| Reported value | $4.0bn (+10.3%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHG SCHWAB STRATEGIC TR | 14,951,817 | $506.0m | 12.6% |
| SCHV SCHWAB STRATEGIC TR | 10,212,910 | $355.5m | 8.8% |
| SCHF SCHWAB STRATEGIC TR | 7,624,824 | $211.2m | 5.3% |
| SCHZ SCHWAB STRATEGIC TR | 7,975,307 | $184.5m | 4.6% |
| SCHD SCHWAB STRATEGIC TR | 5,394,015 | $171.0m | 4.3% |
| JPEF J P MORGAN EXCHANGE TRADED F | 1,924,120 | $154.6m | 3.8% |
| JPIB J P MORGAN EXCHANGE TRADED F | 2,518,715 | $121.8m | 3.0% |
| SPTL SPDR SERIES TRUST | 4,547,125 | $119.3m | 3.0% |
| AVUV AMERICAN CENTY ETF TR | 864,456 | $107.8m | 2.7% |
| AVEM AMERICAN CENTY ETF TR | 1,065,277 | $102.8m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1005441")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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