account_balance
Investment manager · 13F filer · SEC CIK 2111013
ATX Financial Planning, LLC
Reported value$156Mas of Sep 30, 2026
Positions79 11 new, 15 sold out
Top 10 weight51.3%BALT alone is 11%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BALTInnovator Etfs Trust
10.5%Added +35%
SPYMSPDR Series Trust
8.5%Added +55%
QQQMInvesco Exch Traded Fd Tr II
6.6%Added +21%
ICSHiShares Tr
4.9%Added +181%
PVALPutnam ETF Trust
4.2%Added +17%
IVViShares Tr
3.8%Trimmed −5%
PYLDPimco ETF Tr
3.4%New
CLOABlackRock ETF Trust II
3.2%Trimmed −17%
XUSPInnovator Etfs Trust
3.0%
QFLRInnovator Etfs Trust
3.0%−57%
XMMOInvesco Exchange Traded Fd T
2.5%Added +3%
VTVVanguard Index FDS
2.3%New
BALTInnovator Etfs Trust
10.5%Added +35%
SPYMSPDR Series Trust
8.5%Added +55%
QQQMInvesco Exch Traded Fd Tr II
6.6%
ICSHiShares Tr
4.9%
PVALPutnam ETF Trust
4.2%+17%
IVViShares Tr
3.8%
PYLDPimco ETF Tr
3.4%
CLOABlackRock ETF Trust II
3.2%
XUSP3.0%
QFLR3.0%
XMMO2.5%
VTV2.3%
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
BALT Innovator Etfs Trust 10.5% Added +35%
SPYM SPDR Series Trust 8.5% Added +55%
QQQM Invesco Exch Traded Fd Tr II 6.6% Added +21%
ICSH iShares Tr 4.9% Added +181%
PVAL Putnam ETF Trust 4.2% Added +17%
IVV iShares Tr 3.8% Trimmed −5%
PYLD Pimco ETF Tr 3.4% New
CLOA BlackRock ETF Trust II 3.2% Trimmed −17%
XUSP Innovator Etfs Trust 3.0% Held
QFLR Innovator Etfs Trust 3.0% Trimmed −57%
XMMO Invesco Exchange Traded Fd T 2.5% Added +3%
VTV Vanguard Index FDS 2.3% New
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- PYLD $5.26M
- VTV $3.63M
- TQQQ $2.13M
- SNTH $1.37M
arrow_upwardAdded
- PJUL +370%
- CPAI +357%
- QTOP +242%
- ICSH +181%
arrow_downwardTrimmed
- BFRZ −79%
- SFLR −57%
- QFLR −57%
- QBIG −57%
remove_circleSold out
- SHV $2.02M
- SCCR $1.97M
- XLU $963K
- KKR $589K
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