account_balance
Investment manager · 13F filer · SEC CIK 1005441
Avantax Planning Partners, Inc.
Reported value$3.96Bas of Sep 30, 2026
Positions445 24 new, 33 sold out
Top 10 weight50.2%SCHG alone is 13%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
13.1%Trimmed −3%
SCHVSchwab Strategic Tr
8.3%Trimmed −3%
SCHFSchwab Strategic Tr
5.3%
SCHZSchwab Strategic Tr
4.4%Trimmed −2%
SCHDSchwab Strategic Tr
4.3%Trimmed −4%
JPEFJ P Morgan Exchange Traded F
4.0%Added +2%
SPTLSPDR Series Trust
2.9%Added +6%
JPIBJ P Morgan Exchange Traded F
2.9%Trimmed −3%
AVUVAmerican Centy ETF Tr
2.5%
AVEMAmerican Centy ETF Tr
2.5%
CWISPDR Index SHS FDS
2.2%
MDYVSPDR Series Trust
2.1%
SCHGSchwab Strategic Tr
13.1%Trimmed −3%
SCHVSchwab Strategic Tr
8.3%−3%
SCHFSchwab Strategic Tr
5.3%
SCHZSchwab Strategic Tr
4.4%
SCHDSchwab Strategic Tr
4.3%−4%
JPEFJ P Morgan Exchange Traded F
4.0%+2%
SPTLSPDR Series Trust
2.9%
JPIBJ P Morgan Exchange Traded F
2.9%
AVUV2.5%
AVEM2.5%
CWI2.2%
MDYV2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab Strategic Tr 13.1% Trimmed −3%
SCHV Schwab Strategic Tr 8.3% Trimmed −3%
SCHF Schwab Strategic Tr 5.3% Held
SCHZ Schwab Strategic Tr 4.4% Trimmed −2%
SCHD Schwab Strategic Tr 4.3% Trimmed −4%
JPEF J P Morgan Exchange Traded F 4.0% Added +2%
SPTL SPDR Series Trust 2.9% Added +6%
JPIB J P Morgan Exchange Traded F 2.9% Trimmed −3%
AVUV American Centy ETF Tr 2.5% Held
AVEM American Centy ETF Tr 2.5% Held
CWI SPDR Index SHS FDS 2.2% Trimmed −4%
MDYV SPDR Series Trust 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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