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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$415B
$10.7 Million 0.34% of portfolio
29,131
Q2 2025 Added 5.18%
$465B
$9.8 Million 0.32% of portfolio
62,037
Q2 2025 Added 9.73%
$281B
$10 Million 0.32% of portfolio
144,679
Q2 2025 Added 2.54%
$0
$9.63 Million 0.31% of portfolio
94,830
Q2 2025 Added 12.77%
$0
$9.67 Million 0.31% of portfolio
15,647
Q2 2025 Added 7.49%
$177B
$9.58 Million 0.31% of portfolio
49,239
Q2 2025 Added 2.39%
$0
$9.48 Million 0.3% of portfolio
71,089
Q2 2025 Added 2.74%
$0
$9.27 Million 0.3% of portfolio
56,355
Q2 2025 Added 21.61%
$0
$9.29 Million 0.3% of portfolio
173,126
Q2 2025 Added 8.04%
$0
$8.95 Million 0.29% of portfolio
115,761
Q2 2025 Reduced 2.76%
$0
$8.97 Million 0.29% of portfolio
90,385
Q2 2025 Reduced 2.33%
$470B
$9.03 Million 0.29% of portfolio
83,789
Q2 2025 Added 3.46%
$304B
$8.78 Million 0.28% of portfolio
61,347
Q2 2025 Added 3.82%
$185B
$8.73 Million 0.28% of portfolio
201,747
Q2 2025 Reduced 0.42%
$213B
$8.03 Million 0.26% of portfolio
101,408
Q2 2025 Added 9.28%
$364B
$8.15 Million 0.26% of portfolio
51,159
Q2 2025 Reduced 2.02%
$0
$8.23 Million 0.26% of portfolio
167,859
Q2 2025 Reduced 2.78%
$193B
$7.37 Million 0.24% of portfolio
55,787
Q2 2025 Added 3.91%
$0
$7.47 Million 0.24% of portfolio
42,269
Q2 2025 Reduced 3.21%
$143B
$7.48 Million 0.24% of portfolio
308,603
Q2 2025 Added 18.82%
$485B
$7.22 Million 0.23% of portfolio
47,269
Q2 2025 Added 5.15%
$0
$6.84 Million 0.22% of portfolio
121,290
Q2 2025 Added 3.42%
$118B
$6.9 Million 0.22% of portfolio
117,757
Q2 2025 Added 6.71%
$654B
$6.97 Million 0.22% of portfolio
14,340
Q2 2025 Added 0.81%
$0
$6.5 Million 0.21% of portfolio
61,145
Q2 2025 Reduced 0.89%
$0
$6.53 Million 0.21% of portfolio
102,944
Q2 2025 Added 10.35%
$65.6B
$6.11 Million 0.2% of portfolio
45,440
Q2 2025 Added 1.43%
$131B
$5.88 Million 0.19% of portfolio
12,706
Q2 2025 Added 1.05%
$0
$5.85 Million 0.19% of portfolio
10,607
Q2 2025 Added 3.31%
$0
$6.04 Million 0.19% of portfolio
157,679
Q2 2025 Added 563.21%
$224B
$5.46 Million 0.18% of portfolio
18,701
Q2 2025 Reduced 1.41%
$0
$5.27 Million 0.17% of portfolio
33,398
Q2 2025 Reduced 1.29%
$414B
$5.27 Million 0.17% of portfolio
111,321
Q2 2025 Added 2.37%
$1.4T
$4.93 Million 0.16% of portfolio
15,518
Q2 2025 Added 6.19%
$60.9B
$4.79 Million 0.15% of portfolio
47,445
Q2 2025 Added 11.75%
$1.45T
$4.41 Million 0.14% of portfolio
25,052
Q2 2025 Added 8.38%
$65.7B
$4.39 Million 0.14% of portfolio
36,702
Q2 2025 Added 3.7%
$410B
$4.33 Million 0.14% of portfolio
4,373
Q2 2025 Reduced 56.49%
$725B
$4.35 Million 0.14% of portfolio
5,574
Q2 2025 Added 4.34%
$1.65T
$4.41 Million 0.14% of portfolio
5,981
Q2 2025 Added 11.67%
$758B
$4.02 Million 0.13% of portfolio
18,393
Q2 2025 Added 4.73%
$0
$4.16 Million 0.13% of portfolio
48,811
Q2 2025 Reduced 1.43%
$0
$4.18 Million 0.13% of portfolio
156,858
Q2 2025 Added 3.5%
$187B
$3.85 Million 0.12% of portfolio
24,167
Q2 2025 Reduced 0.81%
$0
$3.7 Million 0.12% of portfolio
94,968
Q2 2025 Added 38.37%
$103B
$3.7 Million 0.12% of portfolio
40,259
Q2 2025 Added 5.01%
$558B
$3.62 Million 0.12% of portfolio
10,192
Q2 2025 Added 6.43%
$71.8B
$3.89 Million 0.12% of portfolio
85,863
Q2 2025 Added 4.71%
$0
$3.39 Million 0.11% of portfolio
29,974
Q2 2025 Added 139.39%

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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