Avantax Planning Partners, Inc. Portfolio Holdings

Avantax Planning Partners, Inc.

  • $3.11 Billion
  • Q2 2025

Avantax Planning Partners, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.11 Billion distributed in 447 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $444M, Schwab Strategic Tr Us Large C with a value of $275M, Schwab Strategic Tr Us Dividen with a value of $251M, Schwab Us Aggregate Bond ETF with a value of $162M, and Schwab Strategic Tr Intl Eqty with a value of $139M.

Examining the 13F form we can see an increase of $301M in the current position value, from $2.81B to 3.11B.

Below you can find more details about Avantax Planning Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $3.11 Billion
ETFs: $2.61 Billion
Technology: $131 Million
Healthcare: $64.1 Million
Industrials: $61.3 Million
Financial Services: $59.8 Million
Consumer Defensive: $53.3 Million
Consumer Cyclical: $42.8 Million
Energy: $41.4 Million
Other: $42.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$444 Million 14.28% of portfolio
15,205,975
Q2 2025 Added 2.14%
$0
$275 Million 8.85% of portfolio
9,946,200
Q2 2025 Reduced 0.81%
$0
$251 Million 8.06% of portfolio
9,459,398
Q2 2025 Reduced 1.82%
$0
$162 Million 5.22% of portfolio
6,987,851
Q2 2025 Added 2.95%
$0
$139 Million 4.46% of portfolio
6,279,163
Q2 2025 Reduced 2.5%
$0
$102 Million 3.28% of portfolio
3,837,974
Q2 2025 Added 3.25%
$0
$78.2 Million 2.51% of portfolio
2,394,331
Q2 2025 Added 15.42%
$0
$72.7 Million 2.34% of portfolio
797,593
Q2 2025 Reduced 2.45%
$0
$67.6 Million 2.17% of portfolio
2,729,665
Q2 2025 Added 21.59%
$0
$63.3 Million 2.04% of portfolio
1,302,392
Q2 2025 Added 74.3%
$0
$43.2 Million 1.39% of portfolio
237,140
Q2 2025 Added 38.97%
$0
$42.5 Million 1.37% of portfolio
902,479
Q2 2025 Added 64.53%
$0
$41.7 Million 1.34% of portfolio
836,330
Q2 2025 Added 30.84%
$0
$37.6 Million 1.21% of portfolio
472,930
Q2 2025 Added 14.75%
$0
$37.3 Million 1.2% of portfolio
544,776
Q2 2025 Added 20.32%
$0
$34.4 Million 1.11% of portfolio
81,050
Q2 2025 Reduced 10.21%
$0
$33.1 Million 1.06% of portfolio
479,200
Q2 2025 Added 13.1%
$0
$31.5 Million 1.01% of portfolio
1,320,615
Q2 2025 Added 90.75%
$0
$30.4 Million 0.98% of portfolio
580,273
Q2 2025 Added 13.89%
$0
$30.5 Million 0.98% of portfolio
614,401
Q2 2025 Added 13.85%
$3.69T
$28.3 Million 0.91% of portfolio
137,824
Q2 2025 Added 1.72%
$0
$24.1 Million 0.77% of portfolio
271,280
Q2 2025 Reduced 24.7%
$0
$21.6 Million 0.69% of portfolio
196,354
Q2 2025 Added 19.0%
$3.95T
$21 Million 0.68% of portfolio
42,266
Q2 2025 Added 3.38%
$0
$20.4 Million 0.66% of portfolio
359,425
Q2 2025 Reduced 0.77%
$0
$19.7 Million 0.63% of portfolio
549,710
Q2 2025 Reduced 3.45%
$0
$19 Million 0.61% of portfolio
218,441
Q2 2025 Added 1.35%
$0
$17.8 Million 0.57% of portfolio
170,139
Q2 2025 Reduced 44.6%
$0
$17.3 Million 0.56% of portfolio
191,966
Q2 2025 Reduced 2.63%
$0
$17.1 Million 0.55% of portfolio
123,567
Q2 2025 Reduced 14.67%
$0
$17.2 Million 0.55% of portfolio
342,410
Q2 2025 Added 3.81%
$0
$16.1 Million 0.52% of portfolio
202,222
Q2 2025 Added 31.9%
$0
$15.8 Million 0.51% of portfolio
55,291
Q2 2025 Added 68.12%
$0
$15.1 Million 0.49% of portfolio
114,285
Q2 2025 Added 102.94%
$0
$15.4 Million 0.49% of portfolio
55,539
Q2 2025 Added 49.35%
$859B
$15.2 Million 0.49% of portfolio
52,525
Q2 2025 Added 1.8%
$0
$14.7 Million 0.47% of portfolio
506,684
Q2 2025 Added 78.28%
$127B
$14.7 Million 0.47% of portfolio
53,188
Q2 2025 Added 1.26%
$0
$13.9 Million 0.45% of portfolio
48,897
Q2 2025 Added 64.24%
$0
$13.6 Million 0.44% of portfolio
274,880
Q2 2025 Reduced 1.31%
$0
$13.3 Million 0.43% of portfolio
258,972
Q2 2025 Reduced 3.77%
$0
$12.6 Million 0.41% of portfolio
428,597
Q2 2025 Added 57.85%
$306B
$12.3 Million 0.4% of portfolio
174,083
Q2 2025 Reduced 0.02%
$153B
$12.4 Million 0.4% of portfolio
24,427
Q2 2025 Added 3.51%
$27.8B
$12 Million 0.38% of portfolio
284,692
Q2 2025 Added 101.63%
$0
$11.6 Million 0.37% of portfolio
231,520
Q2 2025 Added 0.33%
$210B
$10.8 Million 0.35% of portfolio
36,701
Q2 2025 Reduced 0.92%
$2.26T
$10.6 Million 0.34% of portfolio
48,407
Q2 2025 Added 1.93%
$351B
$10.6 Million 0.34% of portfolio
57,305
Q2 2025 Added 0.5%

Summary

  • Portfolio
  • No. of Stocks 447
  • Current Value $3.11 Billion
  • Prior Value $2.81 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 35 stocks
  • Additional Purchases 169 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 181 stocks
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