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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 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPEF J P MORGAN EXCHANGE TRADED F 1,787,833.0 $128.4M 3.52% NEW $71.81 +11.7%
2 ISHARES TR 59,890.0 $1.3M 0.04% NEW $22.43
3 BINC BLACKROCK ETF TRUST II 22,396.0 $1.2M 0.03% NEW $51.93 +0.3%
4 DIVI FRANKLIN TEMPLETON ETF TR 20,335.0 $810K 0.02% NEW $39.81 +5.7%
5 VTWG VANGUARD SCOTTSDALE FDS 2,128.0 $487K 0.01% NEW $229.04 +15.4%
6 IGM ISHARES TR 3,766.0 $446K 0.01% NEW $118.52 +30.1%
7 SMH VANECK ETF TRUST 989.0 $379K 0.01% NEW $383.46 +45.1%
8 CARR CARRIER GLOBAL CORPORATION Industrials 6,349.0 $358K 0.01% NEW $56.31 +14.8%
9 VOOG VANGUARD ADMIRAL FDS INC 788.0 $321K 0.01% NEW $407.69 -79.8%
10 SM SM ENERGY COMPANY Energy 8,344.0 $260K 0.01% NEW $31.18 +0.6%
11 SANDISK CORP 387.0 $246K 0.01% NEW $635.34
12 ATI ATI INC Industrials 1,678.0 $244K 0.01% NEW $145.44 +6.0%
13 AOHY ANGEL OAK FUNDS TRUST 22,313.0 $244K 0.01% NEW $10.93 +0.9%
14 LNG CHENIERE ENERGY INC Energy 794.0 $225K 0.01% NEW $283.88 -15.1%
15 PYPL PAYPAL HLDGS INC Financial Services 4,883.0 $221K 0.01% NEW $45.23 -0.4%
16 SHOP SHOPIFY INC Technology 1,838.0 $218K 0.01% NEW $118.62 -17.9%
17 IDU ISHARES TR 1,835.0 $213K 0.01% NEW $116.11 -4.3%
18 MAR MARRIOTT INTL INC NEW Consumer Cyclical 643.0 $210K 0.01% NEW $327.07 +8.1%
19 HP HELMERICH & PAYNE INC Energy 5,830.0 $210K 0.01% NEW $36.03 +9.3%
20 QQQM INVESCO EXCH TRADED FD TR II 884.0 $210K 0.01% NEW $237.50 +22.9%
Page 1 of 2  ·  30 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%