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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$28.3 Million 0.91% of portfolio
137,824
Q2 2025 Added 1.72%
$3.84T
$21 Million 0.68% of portfolio
42,266
Q2 2025 Added 3.38%
$906B
$15.2 Million 0.49% of portfolio
52,525
Q2 2025 Added 1.8%
$147B
$14.7 Million 0.47% of portfolio
53,188
Q2 2025 Added 1.26%
$286B
$12.3 Million 0.4% of portfolio
174,083
Q2 2025 Reduced 0.02%
$142B
$12.4 Million 0.4% of portfolio
24,427
Q2 2025 Added 3.51%
$27.4B
$12 Million 0.38% of portfolio
284,692
Q2 2025 Added 101.63%
$230B
$10.8 Million 0.35% of portfolio
36,701
Q2 2025 Reduced 0.92%
$2.36T
$10.6 Million 0.34% of portfolio
48,407
Q2 2025 Added 1.93%
$385B
$10.6 Million 0.34% of portfolio
57,305
Q2 2025 Added 0.5%
$433B
$10.7 Million 0.34% of portfolio
29,131
Q2 2025 Added 5.18%
$443B
$9.8 Million 0.32% of portfolio
62,037
Q2 2025 Added 9.73%
$275B
$10 Million 0.32% of portfolio
144,679
Q2 2025 Added 2.54%
$177B
$9.58 Million 0.31% of portfolio
49,239
Q2 2025 Added 2.39%
$468B
$9.03 Million 0.29% of portfolio
83,789
Q2 2025 Added 3.46%
$308B
$8.78 Million 0.28% of portfolio
61,347
Q2 2025 Added 3.82%
$205B
$8.03 Million 0.26% of portfolio
101,408
Q2 2025 Added 9.28%
$372B
$8.15 Million 0.26% of portfolio
51,159
Q2 2025 Reduced 2.02%
$147B
$8.14 Million 0.26% of portfolio
29,147
Q2 2025 Added 9.33%
$194B
$7.37 Million 0.24% of portfolio
55,787
Q2 2025 Added 3.91%
$135B
$7.48 Million 0.24% of portfolio
308,603
Q2 2025 Added 18.82%
$464B
$7.22 Million 0.23% of portfolio
47,269
Q2 2025 Added 5.15%
$116B
$6.9 Million 0.22% of portfolio
117,757
Q2 2025 Added 6.71%
$644B
$6.97 Million 0.22% of portfolio
14,340
Q2 2025 Added 0.81%
$60.7B
$6.11 Million 0.2% of portfolio
45,440
Q2 2025 Added 1.43%
$124B
$5.88 Million 0.19% of portfolio
12,706
Q2 2025 Added 1.05%
$222B
$5.46 Million 0.18% of portfolio
18,701
Q2 2025 Reduced 1.41%
$406B
$5.27 Million 0.17% of portfolio
111,321
Q2 2025 Added 2.37%
$1.29T
$4.93 Million 0.16% of portfolio
15,518
Q2 2025 Added 6.19%
$61.3B
$4.79 Million 0.15% of portfolio
47,445
Q2 2025 Added 11.75%
$1.44T
$4.41 Million 0.14% of portfolio
25,052
Q2 2025 Added 8.38%
$68.9B
$4.39 Million 0.14% of portfolio
36,702
Q2 2025 Added 3.7%
$425B
$4.33 Million 0.14% of portfolio
4,373
Q2 2025 Reduced 56.49%
$711B
$4.35 Million 0.14% of portfolio
5,574
Q2 2025 Added 4.34%
$1.69T
$4.41 Million 0.14% of portfolio
5,981
Q2 2025 Added 11.67%
$815B
$4.02 Million 0.13% of portfolio
18,393
Q2 2025 Added 4.73%
$181B
$3.85 Million 0.12% of portfolio
24,167
Q2 2025 Reduced 0.81%
$100B
$3.7 Million 0.12% of portfolio
40,259
Q2 2025 Added 5.01%
$554B
$3.62 Million 0.12% of portfolio
10,192
Q2 2025 Added 6.43%
$73.2B
$3.89 Million 0.12% of portfolio
85,863
Q2 2025 Added 4.71%
$34B
$3.48 Million 0.11% of portfolio
17,928
Q2 2025 Added 7.12%
$230B
$3.24 Million 0.1% of portfolio
23,801
Q2 2025 Reduced 0.16%
$32.4B
$2.96 Million 0.1% of portfolio
36,241
Q2 2025 Added 7.71%
$42.3B
$3.01 Million 0.1% of portfolio
23,385
Q2 2025 Added 5.05%
$20.7B
$2.86 Million 0.09% of portfolio
35,998
Q1 2025 Reduced 0.31%
$186B
$2.92 Million 0.09% of portfolio
7,193
Q2 2025 Added 8.15%
$281B
$2.84 Million 0.09% of portfolio
29,007
Q2 2025 Reduced 8.12%
$98.5B
$2.8 Million 0.09% of portfolio
60,419
Q2 2025 Added 6.23%
$118B
$2.87 Million 0.09% of portfolio
31,970
Q2 2025 Reduced 1.43%

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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