Avantax Planning Partners, Inc. - Portfolio Stock Holdings
Avantax Planning Partners, Inc. disclosed 478 stock positions in a recent SEC 13F filing. $3,964,064,466 of stock holdings were filed, with the largest holdings including SCHG, SCHV, and SCHF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $7,569,387,166 and has 261 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
478Est. Stock Holding Value:
$3,964,064,466Top Stock Holdings By Sector
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Portfolio Stock Holdings - Avantax Planning Partners, Inc.
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