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Portfolio (Quarterly) Guide ↗

Avantax Planning Partners, Inc.

· CIK 0001005441
13F Portfolio $3.6B AUM 435 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 139 Added 166 Reduced 32 Exited
Page 3 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 6,970.0 $4.0M 0.11% +419.0 +6.4% $572.14 +6.0%
42 WMT WALMART INC Consumer Defensive 31,420.0 $3.9M 0.11% +442.0 +1.4% $124.28 +5.8%
43 V VISA INC Financial Services 12,477.0 $3.8M 0.10% +568.0 +4.8% $302.23 +7.7%
44 SPYM SPDR SERIES TRUST 47,968.0 $3.7M 0.10% +3K +6.7% $76.54 +13.8%
45 ORCL ORACLE CORP Technology 22,031.0 $3.2M 0.09% +3K +15.8% $147.11 +27.9%
46 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 35,622.0 $3.2M 0.09% +233.0 +0.7% $90.11 +11.6%
47 AMAT APPLIED MATLS INC Technology 8,999.0 $3.1M 0.08% +100.0 +1.1% $341.79 +25.8%
48 VEA VANGUARD TAX-MANAGED FDS 46,159.0 $3.0M 0.08% +916.0 +2.0% $64.08 +8.6%
49 GOOG ALPHABET INC Communication Services 10,155.0 $2.9M 0.08% +421.0 +4.3% $286.85 +37.4%
50 KMB KIMBERLY-CLARK CORP Consumer Defensive 28,204.0 $2.7M 0.07% +1K +5.1% $96.47 +0.4%
51 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,188.0 $2.6M 0.07% +122.0 +2.4% $491.56 -10.8%
52 FPE FIRST TR EXCH TRADED FD III 125,137.0 $2.2M 0.06% +30K +31.4% $17.75 +1.5%
53 LIN LINDE PLC Basic Materials 4,370.0 $2.2M 0.06% +84.0 +2.0% $495.71 +2.0%
54 NFLX NETFLIX INC. Communication Services 21,315.0 $2.0M 0.06% +5K +31.9% $96.15 -9.1%
55 LNT ALLIANT ENERGY CORP Utilities 28,451.0 $2.0M 0.06% +303.0 +1.1% $71.76 +0.1%
56 RTX RTX CORPORATION Industrials 10,397.0 $2.0M 0.06% +3K +40.1% $192.89 -11.0%
57 PH PARKER-HANNIFIN CORP Industrials 2,027.0 $1.8M 0.05% +17.0 +0.8% $895.15 -3.7%
58 IVE ISHARES TR 8,452.0 $1.8M 0.05% +583.0 +7.4% $211.14 +5.8%
59 GE GE AEROSPACE Industrials 5,795.0 $1.6M 0.04% +4K +172.3% $283.79 -0.1%
60 PLTR PALANTIR TECHNOLOGIES INC Technology 10,942.0 $1.6M 0.04% +2K +21.1% $146.28 -9.3%
Page 3 of 7  ·  139 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.3%
Financial Services 12.8%
Healthcare 12.7%
Industrials 12.1%
Energy 11.4%
Consumer Defensive 9.6%
Consumer Cyclical 7.7%
Communication Services 5.0%
Utilities 2.6%
Basic Materials 0.7%