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Portfolio (Quarterly) Guide ↗

Avantax Planning Partners, Inc.

· CIK 0001005441
13F Portfolio $3.6B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 437 New
Page 16 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AVLV AMERICAN CENTY ETF TR 5,649.0 $428K 0.01% NEW $75.77 +15.9%
302 NKE NIKE INC Consumer Cyclical 6,640.0 $423K 0.01% NEW $63.71 -33.1%
303 IAU ISHARES GOLD TR Financial Services 5,131.0 $416K 0.01% NEW $81.17 +4.5%
304 MDLZ MONDELEZ INTL INC Consumer Defensive 7,679.0 $413K 0.01% NEW $53.83 +14.5%
305 CMI CUMMINS INC Industrials 786.0 $401K 0.01% NEW $510.45 +29.9%
306 EA SERIES TRUST 13,980.0 $399K 0.01% NEW $28.51
307 XLU SELECT SECTOR SPDR TR 9,324.0 $398K 0.01% NEW $42.69 +3.9%
308 STXK EA SERIES TRUST 11,955.0 $398K 0.01% NEW $33.27 +6.6%
309 CW CURTISS WRIGHT CORP Industrials 718.0 $396K 0.01% NEW $551.27 +27.7%
310 DELL DELL TECHNOLOGIES INC Technology 3,141.0 $395K 0.01% NEW $125.86 +88.6%
311 BLUE OWL CAPITAL CORPORATION 31,411.0 $390K 0.01% NEW $12.43
312 C CITIGROUP INC Financial Services 3,338.0 $389K 0.01% NEW $116.68 +3.6%
313 GLW CORNING INC Technology 4,445.0 $389K 0.01% NEW $87.56 +102.1%
314 TOTALENERGIES SE 5,931.0 $388K 0.01% NEW $65.42
315 APH AMPHENOL CORP NEW Technology 2,856.0 $386K 0.01% NEW $135.13 -11.4%
316 HPE HEWLETT PACKARD ENTERPRISE C Technology 16,022.0 $385K 0.01% NEW $24.02 +36.8%
317 IWB ISHARES TR 1,021.0 $381K 0.01% NEW $373.44 +7.4%
318 RSP INVESCO EXCHANGE TRADED FD T 1,959.0 $375K 0.01% NEW $191.56 +5.6%
319 CAH CARDINAL HEALTH INC Healthcare 1,820.0 $374K 0.01% NEW $205.45 -1.2%
320 FEDERATED HERMES INC 7,000.0 $364K 0.01% NEW $52.07
Page 16 of 22  ·  437 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 27.4%
Financial Services 14.8%
Healthcare 13.0%
Industrials 10.8%
Consumer Defensive 9.8%
Consumer Cyclical 8.2%
Energy 7.8%
Communication Services 4.8%
Utilities 2.5%
Basic Materials 0.6%