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
$94.5B
$411,000 0.01% of portfolio
4,490
Q2 2025 Reduced 4.61%
$158B
$315,000 0.01% of portfolio
5,150
Q2 2025 Reduced 0.81%
$4.56B
$387,000 0.01% of portfolio
5,000
Q2 2025 New
$428M
$168,000 0.01% of portfolio
19,465
Q1 2025 New
$52.9B
$396,000 0.01% of portfolio
8,125
Q2 2025 Reduced 1.52%
$90.7B
$345,000 0.01% of portfolio
1,045
Q1 2025 Added 4.19%
$176B
$412,000 0.01% of portfolio
3,574
Q2 2025 Added 9.8%
$43.6B
$245,000 0.01% of portfolio
1,700
Q2 2025 New
$16.2B
$388,000 0.01% of portfolio
3,541
Q2 2025 Reduced 0.92%
$7.12B
$259,000 0.01% of portfolio
246
Q3 2024 New
$177B
$206,000 0.01% of portfolio
392
Q2 2025 New
$167B
$429,000 0.01% of portfolio
4,706
Q2 2025 Added 1.97%
$18.1B
$405,000 0.01% of portfolio
1,304
Q2 2025 Added 0.08%
$5.63B
$223,000 0.01% of portfolio
3,084
Q2 2025 Reduced 1.47%
$141B
$407,000 0.01% of portfolio
3,676
Q2 2025 Reduced 0.73%
$29.1B
$355,000 0.01% of portfolio
6,863
Q2 2025 Reduced 0.8%
$4.7B
$355,000 0.01% of portfolio
8,026
Q2 2025 Added 14.66%
$1.82B
$240,000 0.01% of portfolio
1,238
Q4 2023 New
$43.1B
$299,000 0.01% of portfolio
6,898
Q2 2025 Reduced 6.44%
$17.7B
$274,000 0.01% of portfolio
1,005
Q2 2025 Reduced 0.89%
$0
$327,000 0.01% of portfolio
15,655
Q2 2024 Added 1.45%
$269B
$253,000 0.01% of portfolio
358
Q2 2025 New
$16.2B
$219,000 0.01% of portfolio
4,690
Q2 2025 Reduced 1.45%
$102B
$309,000 0.01% of portfolio
13,802
Q2 2025 Reduced 23.07%
$81.1B
$390,000 0.01% of portfolio
1,578
Q2 2025 Reduced 15.48%
$1.88B
$213,000 0.01% of portfolio
4,337
Q2 2025 New
$32B
$331,000 0.01% of portfolio
16,211
Q2 2025 Added 34.67%
$63.5B
$273,000 0.01% of portfolio
3,223
Q4 2024 Reduced 35.87%
$38.6B
$246,000 0.01% of portfolio
3,594
Q2 2025 Reduced 2.89%
$12B
$214,000 0.01% of portfolio
7,096
Q2 2025 Added 15.19%
$23.2B
$218,000 0.01% of portfolio
1,420
Q1 2025 New
$173B
$319,000 0.01% of portfolio
913
Q2 2025 Reduced 19.2%
$70.9B
$284,000 0.01% of portfolio
2,878
Q2 2025 New
$52B
$265,000 0.01% of portfolio
497
Q2 2025 Reduced 1.19%
$56.1B
$314,000 0.01% of portfolio
3,028
Q2 2025 Added 34.22%
$2.67B
$258,000 0.01% of portfolio
3,374
Q2 2025 Reduced 1.17%
$3.59B
$213,000 0.01% of portfolio
3,336
Q2 2025 Reduced 9.62%
$70B
$340,000 0.01% of portfolio
2,864
Q2 2025 Added 2.76%
$5.62B
$275,000 0.01% of portfolio
29,955
Q2 2025 Added 120.18%
$0
$441,000 0.01% of portfolio
49,635
Q2 2024 Added 1.38%
$4.79B
$241,000 0.01% of portfolio
2,423
Q2 2025 Reduced 1.9%
$50.3B
$367,000 0.01% of portfolio
2,106
Q2 2025 Reduced 1.59%
$32.9B
$334,000 0.01% of portfolio
2,726
Q2 2025 Added 12.04%
$58.4B
$268,000 0.01% of portfolio
820
Q2 2025 Reduced 0.36%
$68.3B
$397,000 0.01% of portfolio
12,170
Q2 2025 Reduced 1.16%
$50.4B
$344,000 0.01% of portfolio
4,624
Q2 2025 Added 1.87%
$66B
$242,000 0.01% of portfolio
4,617
Q2 2025 Reduced 1.66%
$144B
$340,000 0.01% of portfolio
9,547
Q2 2025 Reduced 3.73%
$15.2B
$260,000 0.01% of portfolio
2,169
Q2 2025 Reduced 12.22%

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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