Avantax Planning Partners, Inc. Portfolio Holdings

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

Avantax Planning Partners, Inc. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.45 Billion distributed in 438 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 $479M, Schwab Strategic Tr Us Large C with a value of $293M, Schwab Strategic Tr Us Dividen with a value of $266M, Schwab Us Aggregate Bond ETF with a value of $169M, and Schwab Strategic Tr Intl Eqty with a value of $155M.

Examining the 13F form we can see an increase of $336M in the current position value, from $3.11B to 3.45B.

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

Portfolio value $3.45 Billion
ETFs: $2.9 Billion
Technology: $158 Million
Healthcare: $68.4 Million
Industrials: $64.6 Million
Financial Services: $60.7 Million
Consumer Defensive: $53.6 Million
Consumer Cyclical: $48 Million
Energy: $45.7 Million
Other: $46.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$479 Million 13.9% of portfolio
15,014,311
Q3 2025 Reduced 1.26%
$0
$293 Million 8.51% of portfolio
10,079,785
Q3 2025 Added 1.34%
$0
$266 Million 7.71% of portfolio
9,739,675
Q3 2025 Added 2.96%
$0
$169 Million 4.89% of portfolio
7,183,067
Q3 2025 Added 2.79%
$0
$155 Million 4.51% of portfolio
6,677,104
Q3 2025 Added 6.34%
$0
$110 Million 3.2% of portfolio
2,251,106
Q3 2025 Added 72.84%
$0
$109 Million 3.15% of portfolio
4,028,364
Q3 2025 Added 4.96%
$0
$82.6 Million 2.4% of portfolio
2,366,018
Q3 2025 Reduced 1.18%
$0
$82.8 Million 2.4% of portfolio
831,724
Q3 2025 Added 4.28%
$0
$78.9 Million 2.29% of portfolio
1,050,626
Q3 2025 Added 92.85%
$0
$75.3 Million 2.18% of portfolio
1,582,620
Q3 2025 Added 75.36%
$0
$69.6 Million 2.02% of portfolio
834,328
Q3 2025 Added 76.42%
$0
$58.6 Million 1.7% of portfolio
1,160,184
Q3 2025 Added 88.83%
$0
$48.9 Million 1.42% of portfolio
458,812
Q3 2025 Added 169.67%
$0
$45.6 Million 1.32% of portfolio
899,949
Q3 2025 Added 7.61%
$0
$42.7 Million 1.24% of portfolio
234,504
Q3 2025 Reduced 1.11%
$4.3T
$37.7 Million 1.09% of portfolio
148,149
Q3 2025 Added 7.49%
$0
$36.9 Million 1.07% of portfolio
78,771
Q3 2025 Reduced 2.81%
$0
$34.4 Million 1.0% of portfolio
965,273
Q3 2025 Reduced 1.18%
$0
$34.5 Million 1.0% of portfolio
469,621
Q3 2025 Reduced 2.0%
$0
$31.2 Million 0.9% of portfolio
562,989
Q3 2025 Reduced 2.98%
$0
$27.6 Million 0.8% of portfolio
292,254
Q3 2025 Added 7.73%
$3.78T
$23.8 Million 0.69% of portfolio
46,009
Q3 2025 Added 8.86%
$0
$23 Million 0.67% of portfolio
190,149
Q3 2025 Reduced 3.16%
$0
$22.5 Million 0.65% of portfolio
245,430
Q3 2025 Added 12.36%
$0
$22.2 Million 0.64% of portfolio
388,750
Q3 2025 Added 8.16%
$0
$17.4 Million 0.51% of portfolio
196,682
Q3 2025 Reduced 2.74%
$465B
$17.5 Million 0.51% of portfolio
93,958
Q3 2025 Added 51.45%
$0
$17.6 Million 0.51% of portfolio
195,956
Q3 2025 Added 2.08%
$0
$17.3 Million 0.5% of portfolio
53,922
Q3 2025 Reduced 2.48%
$0
$16.7 Million 0.48% of portfolio
116,981
Q3 2025 Reduced 5.33%
$0
$16 Million 0.47% of portfolio
415,590
Q3 2025 Reduced 24.4%
$881B
$16.3 Million 0.47% of portfolio
51,684
Q3 2025 Reduced 1.6%
$0
$16.2 Million 0.47% of portfolio
54,585
Q3 2025 Reduced 1.72%
$0
$15.6 Million 0.45% of portfolio
111,756
Q3 2025 Reduced 2.21%
$139B
$15.7 Million 0.45% of portfolio
47,446
Q3 2025 Reduced 10.8%
$0
$15.5 Million 0.45% of portfolio
492,014
Q3 2025 Reduced 2.9%
$0
$14.4 Million 0.42% of portfolio
265,531
Q3 2025 Reduced 3.4%
$0
$14.1 Million 0.41% of portfolio
48,104
Q3 2025 Reduced 1.62%
$23.2B
$13.7 Million 0.4% of portfolio
279,017
Q3 2025 Reduced 1.99%
$0
$13.4 Million 0.39% of portfolio
420,357
Q3 2025 Reduced 1.92%
$414B
$13.4 Million 0.39% of portfolio
57,846
Q3 2025 Added 0.94%
$0
$13 Million 0.38% of portfolio
247,831
Q3 2025 Reduced 4.3%
$367B
$12.3 Million 0.36% of portfolio
30,435
Q3 2025 Added 4.48%
$0
$12.2 Million 0.35% of portfolio
232,660
Q3 2025 Added 0.49%
$306B
$11.8 Million 0.34% of portfolio
178,388
Q3 2025 Added 2.47%
$2.39T
$11 Million 0.32% of portfolio
50,299
Q3 2025 Added 3.91%
$144B
$10.9 Million 0.31% of portfolio
23,744
Q3 2025 Reduced 2.8%
$266B
$10.6 Million 0.31% of portfolio
37,689
Q3 2025 Added 2.69%

Summary

  • Portfolio
  • No. of Stocks 438
  • Current Value $3.45 Billion
  • Prior Value $3.11 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 147 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 194 stocks
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