ATX Financial Planning, LLC: 13F holdings
CIK 21110132026Q2
| Positions | 83 |
|---|
| Reported value | $151.1m |
|---|
| Filed | 2026-08-20 |
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Change since last quarter
| Positions | 83 (+2 vs prior quarter) |
|---|
| Reported value | $151.1m (+14.8%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BALT INNOVATOR ETFS TRUST | 349,729 | $12.0m | 7.9% |
| INNOVATOR ETFS TRUST | 306,223 | $11.2m | 7.4% |
| QQQM INVESCO EXCH TRADED FD TR II | 28,113 | $8.5m | 5.6% |
| SPYM SPDR SERIES TRUST | 95,848 | $8.4m | 5.6% |
| SFLR INNOVATOR ETFS TRUST | 203,220 | $7.8m | 5.2% |
| VGIT VANGUARD SCOTTSDALE FDS | 113,411 | $6.7m | 4.4% |
| IVV ISHARES TR | 8,239 | $6.2m | 4.1% |
| CLOA BLACKROCK ETF TRUST II | 115,525 | $6.0m | 4.0% |
| PVAL PUTNAM ETF TRUST | 106,318 | $5.4m | 3.6% |
| INNOVATOR ETFS TRUST | 89,058 | $4.7m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111013")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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