Avantax Planning Partners, Inc.
Avantax Planning Partners, Inc. reported 454 positions worth $4.02B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: SCHG (12.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHG | SH | $506.0M | 12.59% | 14,951,817 | — | — | |
| ▸ 2 | SCHV | SH | $355.5M | 8.85% | 10,212,910 | — | — | |
| ▸ 3 | SCHF | SH | $211.2M | 5.26% | 7,624,824 | — | — | |
| ▸ 4 | SCHZ | SH | $184.5M | 4.59% | 7,975,307 | — | — | |
| ▸ 5 | SCHD | SH | $171.0M | 4.26% | 5,394,015 | — | — | |
| ▸ 6 | JPEF | SH | $154.6M | 3.85% | 1,924,120 | — | — | |
| ▸ 7 | JPIB | SH | $121.8M | 3.03% | 2,518,715 | — | — | |
| ▸ 8 | SPTL | SH | $119.3M | 2.97% | 4,547,125 | — | — | |
| ▸ 9 | AVUV | SH | $107.8M | 2.68% | 864,456 | — | — | |
| ▸ 10 | AVEM | SH | $102.8M | 2.56% | 1,065,277 | — | — |
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Frequently Asked Questions
What stocks does Avantax Planning Partners, Inc. hold as of Q2 2026?
Avantax Planning Partners, Inc. reported 454 positions worth $4.02B in its Q2 2026 13F filing. Largest positions: SCHG (12.6%), SCHV (8.8%), SCHF (5.3%), SCHZ (4.6%) and SCHD (4.3%).
What did Avantax Planning Partners, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Avantax Planning Partners, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.