§ 13F · FUND PROFILE
ATX Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 87Turnover · — · Q4Filed · Feb 19, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$129.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 19, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QFLR | INNOVATOR ETFS TRUST | 348K | $11.9T | 9.2% | NEW |
| 2 | BALT | INNOVATOR ETFS TRUST | 271K | $9.1T | 7.0% | NEW |
| 3 | SFLR | INNOVATOR ETFS TRUST | 206K | $7.6T | 5.8% | NEW |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | 28K | $7.0T | 5.4% | NEW |
| 5 | IVV | ISHARES TR | 9K | $6.3T | 4.8% | NEW |
| 6 | SPYM | SPDR SERIES TRUST | 62K | $5.0T | 3.9% | NEW |
| 7 | BFRZ | INNOVATOR ETFS TRUST | 177K | $4.7T | 3.7% | NEW |
| 8 | XUSP | INNOVATOR ETFS TRUST | 88K | $4.2T | 3.2% | NEW |
| 9 | XMMO | INVESCO EXCHANGE TRADED FD T | 27K | $3.7T | 2.8% | NEW |
| 10 | DGRO | ISHARES TR | 46K | $3.2T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATX SIGNAL
AC read
ATX Financial Planning, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed