§ 13F · FUND PROFILE
Avantax Planning Partners, Inc..
AUM · $4.0B (13F)Positions · 454Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 14.95M | $506M | 12.6% | −1% |
| 2 | SCHV | SCHWAB STRATEGIC TR | 10.21M | $356M | 8.8% | ±0% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 7.62M | $211M | 5.3% | +4% |
| 4 | SCHZ | SCHWAB STRATEGIC TR | 7.98M | $184M | 4.6% | +3% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 5.39M | $171M | 4.3% | −2% |
| 6 | JPEF | J P MORGAN EXCHANGE TRADED F | 1.92M | $155M | 3.8% | +8% |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | 2.52M | $122M | 3.0% | +4% |
| 8 | SPTL | SPDR SERIES TRUST | 4.55M | $119M | 3.0% | +5% |
| 9 | AVUV | AMERICAN CENTY ETF TR | 864K | $108M | 2.7% | ±0% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 1.07M | $103M | 2.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVANTAX SIGNAL
AC read
Avantax Planning Partners, Inc. is a Other fund managing $4.0 billion in assets. The fund runs a broad portfolio of 454 positions.
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