§ 13F · FUND PROFILE
Avantax Planning Partners, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3152.1T (13F)Positions · 447Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.9T 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 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 14.89M | $485.7T | 13.6% | −1% |
| 2 | SCHV | SCHWAB STRATEGIC TR | 10.19M | $301.7T | 8.4% | +1% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 10.11M | $277.2T | 7.8% | +4% |
| 4 | SCHZ | SCHWAB STRATEGIC TR | 7.45M | $174.0T | 4.9% | +4% |
| 5 | SCHF | SCHWAB STRATEGIC TR | 7.20M | $173.0T | 4.8% | +8% |
| 6 | JPIB | J P MORGAN EXCHANGE TRADED F | 2.33M | $113.5T | 3.2% | +3% |
| 7 | SPTL | SPDR SERIES TRUST | 4.19M | $110.9T | 3.1% | +4% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 859K | $87.6T | 2.4% | +3% |
| 9 | AVEM | AMERICAN CENTY ETF TR | 1.11M | $85.4T | 2.4% | +6% |
| 10 | CWI | SPDR INDEX SHS FDS | 2.26M | $81.3T | 2.3% | −4% |
§ 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 $3152112.8 trillion in assets. The fund runs a broad portfolio of 447 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed