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CIK: 0001005441
Total reported value
$4.0B
$4.0B
447 檔
31.6%
As reported in its official Q2 2025 Form 13F filing, Avantax Planning Partners, Inc.'s tracked investment portfolio stood at $4.0B with 447 total positions.
In Q2 2025, Avantax Planning Partners, Inc. displayed an active expansion posture, initiating 31 new positions and adding to 107 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 447 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 14.09% | +0.57% | +2.14% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 8.73% | +0.29% | -0.81% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.95% | -0.38% | -1.82% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.15% | -0.33% | +2.95% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.40% | +0.29% | -2.50% | |
| 6 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.24% | -0.15% | +3.25% | |
| 7 | CWI | State Street Spdr Msci Acwi | ETF-Other | 2.48% | -0.01% | +15.42% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.31% | +0.06% | -2.45% | |
| 9 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 2.15% | -0.10% | +21.59% | |
| 10 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.01% | -0.16% | +74.30% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.54% | -0.13% | +38.97% | |
| 12 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.35% | -0.14% | +64.53% | |
| 13 | FMB | First Trust Managed Municipa | ETF-Other | 1.32% | -0.10% | +30.84% | |
| 14 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.19% | +0.10% | +14.75% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.18% | +0.18% | +20.32% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.09% | +0.04% | -10.21% | |
| 17 | IDOG | Alps International Sector Di | ETF-Other | 1.05% | -0.12% | -2.42% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.05% | — | +13.10% | |
| 19 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.00% | -0.01% | +90.75% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.97% | -0.02% | +13.85% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.96% | -0.08% | +13.89% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.03% | +1.72% | |
| 23 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.76% | +0.17% | -24.70% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.04% | +19.00% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.06% | +3.38% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.65% | -0.04% | -0.77% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.63% | -0.02% | -3.45% | |
| 28 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.60% | +0.12% | +1.35% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.56% | — | -44.60% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.55% | -0.01% | -2.63% | |
| 31 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.55% | -0.03% | +3.81% | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.54% | — | -14.67% | |
| 33 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.53% | -0.05% | +728.45% | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.51% | — | +31.90% | |
| 35 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.50% | +0.04% | +68.12% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.49% | +0.03% | +49.35% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | — | +1.80% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.48% | — | +102.94% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.47% | +0.01% | +78.28% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | +0.03% | +1.26% | |
| 41 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.44% | +0.02% | +64.24% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.43% | -0.02% | -1.31% | |
| 43 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.42% | -0.03% | -3.77% | |
| 44 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.40% | -0.02% | +57.85% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.39% | +0.01% | +3.51% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.39% | -0.01% | -0.02% | |
| 47 | FAST | Fastenal Co | Stock-Industrials | 0.38% | -0.02% | +101.63% | |
| 48 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.37% | -0.01% | +0.33% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | +0.02% | -0.92% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.01% | +5.18% |
According to official SEC Form 13F filings, Avantax Planning Partners, Inc. reported a total U.S. public equity portfolio value of $4.0B across 447 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, SCHV, SCHD) accounted for 31.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
JPIE
市值: $1.4M
Top Position Liquidated / Trimmed
CHTR
前期市值: $6.0M
During Q2 2025, Avantax Planning Partners, Inc.'s top holdings by market value included SCHG (14.1%)、SCHV (8.7%)、SCHD (8.0%). The largest single position, SCHG, represented 14.1% of total portfolio value.
In Q2 2025, Avantax Planning Partners, Inc. made 195 total portfolio adjustments, initiating 31 new buys, adding to 107 positions, trimming 41 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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