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Avantax Planning Partners, Inc.
Updated 2 days agoManaged by Avantax Planning Partners, Inc. • Latest filing Q3 2026
Portfolio value
$4B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $3.6B |
| Q1 2026 | $3.6B |
| Q2 2026 | $4B |
| Q3 2026 | $4B |
Top holdings
445 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $518.9M | 14.44M | 13.09% | — | |
| 2 | $329.8M | 9.90M | 8.32% | — | |
| 3 | $209.6M | 7.63M | 5.29% | — | |
| 4 | $172.7M | 7.82M | 4.36% | — | |
| 5 | $169M | 5.19M | 4.26% | — | |
| 6 | $160.2M | 1.97M | 4.04% | — | |
| 7 | $115M | 4.82M | 2.90% | — | |
| 8 | $113.8M | 2.44M | 2.87% | — | |
| 9 | $100.4M | 852.5K | 2.53% | — | |
| 10 | ? N/A AMERICAN CENTY ETF TR | $99.3M | 1.06M | 2.51% | — |
| 11 | $87.9M | 2.18M | 2.22% | — | |
| 12 | $85M | 960.3K | 2.14% | — | |
| 13 | $75.2M | 1.68M | 1.90% | — | |
| 14 | $64M | 2.73M | 1.61% | — | |
| 15 | $47.1M | 141.4K | 1.19% | — | |
| 16 | $46.6M | 974.0K | 1.18% | — | |
| 17 | $42.8M | 61.0K | 1.08% | — | |
| 18 | $41.7M | 437.2K | 1.05% | — | |
| 19 | $40.2M | 321.1K | 1.01% | — | |
| 20 | $39.7M | 835.3K | 1.00% | — |