§ 13F · FUND PROFILE
Avantax Planning Partners, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.5B (13F)Positions · 438Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$138M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 15.03M | $438M | 12.0% | +1% |
| 2 | SCHV | SCHWAB STRATEGIC TR | 10.22M | $312M | 8.6% | ±0% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 7.32M | $181M | 5.0% | +2% |
| 4 | SCHZ | SCHWAB STRATEGIC TR | 7.71M | $179M | 4.9% | +4% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 5.51M | $169M | 4.6% | −45% |
| 6 | JPEF | J P MORGAN EXCHANGE TRADED F | 1.79M | $128M | 3.5% | NEW |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | 2.43M | $116M | 3.2% | +4% |
| 8 | SPTL | SPDR SERIES TRUST | 4.31M | $113M | 3.1% | +3% |
| 9 | AVUV | AMERICAN CENTY ETF TR | 863K | $95M | 2.6% | ±0% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 1.08M | $87M | 2.4% | −3% |
§ 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 $3.5 billion in assets. The fund runs a broad portfolio of 438 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed