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.
Stock Holdings Table Market Cap. of Under $50 Millions
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