ATX Financial Planning, LLC - Portfolio Stock Holdings
ATX Financial Planning, LLC disclosed 86 stock positions in a recent SEC 13F filing. $151,097,010 of stock holdings were filed, with the largest holdings including BALT, QFLR, and QQQM. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $174,315,751 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
86Est. Stock Holding Value:
$151,097,010Top Stock Holdings By Sector
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Portfolio Stock Holdings - ATX Financial Planning, LLC
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