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
$0
$1.55 Million 0.05% of portfolio
12,240
Q1 2023 Reduced 1.81%
$201B
$1.59 Million 0.05% of portfolio
54,847
Q2 2025 Added 20.11%
$176B
$1.69 Million 0.05% of portfolio
9,206
Q2 2025 Added 2.24%
$0
$1.52 Million 0.05% of portfolio
7,050
Q2 2025 Added 2.95%
$16.9B
$1.57 Million 0.05% of portfolio
26,014
Q2 2025 Reduced 0.23%
$0
$1.55 Million 0.05% of portfolio
36,737
Q2 2025 Reduced 2.13%
$40.3B
$1.47 Million 0.05% of portfolio
4,415
Q2 2025 Reduced 16.3%
$0
$1.35 Million 0.04% of portfolio
57,733
Q2 2025 Reduced 0.14%
$0
$1.32 Million 0.04% of portfolio
14,781
Q2 2025 Reduced 0.05%
$0
$1.39 Million 0.04% of portfolio
10,263
Q2 2025 Added 0.09%
$97.4B
$1.39 Million 0.04% of portfolio
1,987
Q3 2024 Reduced 0.5%
$246B
$1.11 Million 0.04% of portfolio
7,598
Q2 2025 Added 0.38%
$38.6B
$1.18 Million 0.04% of portfolio
11,026
Q2 2025 Reduced 10.49%
$237B
$1.3 Million 0.04% of portfolio
4,771
Q2 2025 Added 14.25%
$0
$1.35 Million 0.04% of portfolio
29,247
Q2 2025 New
$0
$1.33 Million 0.04% of portfolio
57,909
Q2 2025 Reduced 3.37%
$0
$1.24 Million 0.04% of portfolio
20,001
Q2 2025 Reduced 1.44%
$164B
$1.36 Million 0.04% of portfolio
3,512
Q2 2025 Added 18.53%
$68B
$1.1 Million 0.04% of portfolio
35,618
Q2 2025 Added 40.25%
$0
$1.23 Million 0.04% of portfolio
2,817
Q2 2025 Added 4.49%
$0
$1.15 Million 0.04% of portfolio
12,643
Q2 2025 Reduced 0.1%
$85.8B
$1.32 Million 0.04% of portfolio
8,663
Q2 2025 Reduced 3.96%
$41.3B
$1.29 Million 0.04% of portfolio
13,085
Q2 2025 Added 1.23%
$155B
$1.24 Million 0.04% of portfolio
4,161
Q2 2025 Added 19.71%
$323B
$1.35 Million 0.04% of portfolio
4,329
Q2 2025 Added 17.73%
$97.8B
$1.16 Million 0.04% of portfolio
2,655
Q2 2025 Reduced 0.38%
$0
$1.32 Million 0.04% of portfolio
31,127
Q1 2025 Added 0.6%
$145B
$1.14 Million 0.04% of portfolio
4,971
Q2 2025 Reduced 1.13%
$4.17B
$1.14 Million 0.04% of portfolio
16,640
Q1 2025 Reduced 6.23%
$23.1B
$1.16 Million 0.04% of portfolio
2,836
Q2 2025 Added 0.07%
$93.6B
$903,000 0.03% of portfolio
3,098
Q2 2025 Reduced 7.72%
$65.1B
$868,000 0.03% of portfolio
2,714
Q1 2025 Reduced 21.54%
$47.2B
$885,000 0.03% of portfolio
81,569
Q2 2025 Added 144.12%
$0
$1.09 Million 0.03% of portfolio
13,461
Q2 2025 Added 63.42%
$95.3B
$1 Million 0.03% of portfolio
8,502
Q2 2025 Reduced 1.96%
$209B
$842,000 0.03% of portfolio
6,793
Q2 2025 Added 3.81%
$0
$797,000 0.03% of portfolio
15,471
Q2 2025 New
$60.9B
$861,000 0.03% of portfolio
4,212
Q2 2025 Added 22.83%
$0
$954,000 0.03% of portfolio
17,322
Q2 2025 Reduced 24.71%
$90.6B
$840,000 0.03% of portfolio
3,673
Q2 2025 Added 0.44%
$248B
$901,000 0.03% of portfolio
2,825
Q2 2025 Added 0.04%
$5.27B
$971,000 0.03% of portfolio
72,540
Q2 2025 Reduced 7.46%
$129B
$872,000 0.03% of portfolio
4,165
Q2 2025 Reduced 1.07%
$0
$967,000 0.03% of portfolio
4,417
Q2 2025 Added 57.24%
$543B
$1.04 Million 0.03% of portfolio
1,848
Q2 2025 Added 10.0%
$186B
$1.06 Million 0.03% of portfolio
1,033
Q2 2025 Added 9.2%
$194B
$907,000 0.03% of portfolio
9,731
Q2 2025 Added 28.39%
$0
$889,000 0.03% of portfolio
1,571
Q2 2025 Reduced 15.31%
$192B
$1 Million 0.03% of portfolio
1,273
Q2 2025 Added 8.06%

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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