§ 13F · FUND PROFILE
AVANTAX ADVISORY SERVICES, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $18.2B (13F)Positions · 2359Turnover · — · Q2Filed · Aug 8, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$98M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 8, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.84M | $1.1B | 6.3% | −1% |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | 10.13M | $1.1B | 6.1% | −2% |
| 3 | AGG | ISHARES TR | 9.27M | $919M | 5.1% | ±0% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 28.44M | $754M | 4.1% | +3% |
| 5 | VTV | VANGUARD INDEX FDS | 3.30M | $583M | 3.2% | ±0% |
| 6 | IEFA | ISHARES TR | 6.59M | $550M | 3.0% | ±0% |
| 7 | VUG | VANGUARD INDEX FDS | 676K | $296M | 1.6% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 1.86M | $294M | 1.6% | +6% |
| 9 | QQQ | INVESCO QQQ TR | 489K | $270M | 1.5% | +4% |
| 10 | SPY | SPDR S&P 500 ETF TR | 434K | $268M | 1.5% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVANTAX SIGNAL
AC read
AVANTAX ADVISORY SERVICES, INC. is a Other fund managing $18.2 billion in assets. The fund runs a massive portfolio of 2,359 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed