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 Market Cap. of $10 Billions to $200 Billions
