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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$37.7 Million 1.09% of portfolio
148,149
Q3 2025 Added 7.49%
$3.78T
$23.8 Million 0.69% of portfolio
46,009
Q3 2025 Added 8.86%
$465B
$17.5 Million 0.51% of portfolio
93,958
Q3 2025 Added 51.45%
$881B
$16.3 Million 0.47% of portfolio
51,684
Q3 2025 Reduced 1.6%
$139B
$15.7 Million 0.45% of portfolio
47,446
Q3 2025 Reduced 10.8%
$23.2B
$13.7 Million 0.4% of portfolio
279,017
Q3 2025 Reduced 1.99%
$414B
$13.4 Million 0.39% of portfolio
57,846
Q3 2025 Added 0.94%
$367B
$12.3 Million 0.36% of portfolio
30,435
Q3 2025 Added 4.48%
$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%
$490B
$9.85 Million 0.29% of portfolio
87,327
Q3 2025 Added 4.22%
$177B
$9.92 Million 0.29% of portfolio
50,976
Q3 2025 Added 3.53%
$303B
$10 Million 0.29% of portfolio
64,526
Q3 2025 Added 5.18%
$319B
$9.95 Million 0.29% of portfolio
145,478
Q3 2025 Added 0.55%
$172B
$9.4 Million 0.27% of portfolio
213,828
Q3 2025 Added 5.99%
$235B
$9.2 Million 0.27% of portfolio
109,670
Q3 2025 Added 8.15%
$522B
$9.07 Million 0.26% of portfolio
48,897
Q3 2025 Added 3.44%
$183B
$8.6 Million 0.25% of portfolio
30,483
Q3 2025 Added 4.58%
$204B
$7.9 Million 0.23% of portfolio
56,271
Q3 2025 Added 0.87%
$70.1B
$7.82 Million 0.23% of portfolio
45,916
Q3 2025 Added 1.05%
$346B
$8.09 Million 0.23% of portfolio
52,629
Q3 2025 Added 2.87%
$104B
$7.61 Million 0.22% of portfolio
115,156
Q3 2025 Reduced 2.21%
$662B
$7.11 Million 0.21% of portfolio
14,137
Q3 2025 Reduced 1.42%
$1.29T
$7.07 Million 0.21% of portfolio
15,902
Q3 2025 Added 2.47%
$1.65T
$6.26 Million 0.18% of portfolio
25,760
Q3 2025 Added 2.83%
$141B
$6.16 Million 0.18% of portfolio
241,576
Q3 2025 Reduced 21.72%
$413B
$5.75 Million 0.17% of portfolio
111,464
Q3 2025 Added 0.13%
$1.37T
$5.41 Million 0.16% of portfolio
7,372
Q3 2025 Added 23.26%
$224B
$5.51 Million 0.16% of portfolio
18,140
Q3 2025 Reduced 3.0%
$593B
$5.05 Million 0.15% of portfolio
17,959
Q3 2025 Reduced 2.36%
$67.6B
$4.36 Million 0.13% of portfolio
90,148
Q3 2025 Added 4.99%
$404B
$4.38 Million 0.13% of portfolio
4,727
Q3 2025 Added 8.1%
$971B
$4.61 Million 0.13% of portfolio
6,037
Q3 2025 Added 8.31%
$187B
$4.01 Million 0.12% of portfolio
24,130
Q3 2025 Reduced 0.15%
$64.7B
$4.26 Million 0.12% of portfolio
37,999
Q3 2025 Added 3.53%
$68.7B
$4 Million 0.12% of portfolio
47,869
Q3 2025 Added 0.89%
$32.3B
$3.76 Million 0.11% of portfolio
19,013
Q3 2025 Added 6.05%
$98.6B
$3.74 Million 0.11% of portfolio
39,516
Q3 2025 Reduced 1.85%
$533B
$3.85 Million 0.11% of portfolio
11,277
Q3 2025 Added 10.65%
$279B
$2.97 Million 0.09% of portfolio
28,796
Q3 2025 Reduced 0.73%
$228B
$3.21 Million 0.09% of portfolio
23,931
Q3 2025 Added 0.55%
$113B
$2.95 Million 0.09% of portfolio
31,215
Q3 2025 Reduced 2.36%
$291B
$3.02 Million 0.09% of portfolio
6,336
Q3 2025 Reduced 1.34%
$35.1B
$3.12 Million 0.09% of portfolio
25,106
Q3 2025 Added 7.36%
$21.1B
$2.98 Million 0.09% of portfolio
35,998
Q1 2025 Reduced 0.31%
$99.5B
$3.13 Million 0.09% of portfolio
69,478
Q3 2025 Added 14.99%
$170B
$2.89 Million 0.08% of portfolio
19,989
Q3 2025 Reduced 0.22%

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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