Avantax Planning Partners, Inc. Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$3.2B
Holdings
447
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (447 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $444.2M |
SCHVSCHWAB STRATEGIC TR | $275.2M |
SCHDSCHWAB STRATEGIC TR | $250.7M |
SCHZSCHWAB STRATEGIC TR | $162.4M |
SCHFSCHWAB STRATEGIC TR | $138.8M |
SPTLSPDR SERIES TRUST | $102.0M |
CWISPDR INDEX SHS FDS | $78.2M |
AVUVAMERICAN CENTY ETF TR | $72.7M |
HYMBSPDR SERIES TRUST | $67.6M |
JPIBJ P MORGAN EXCHANGE TRADED F | $63.3M |
VIGVANGUARD SPECIALIZED FUNDS | $48.5M |
JCPBJ P MORGAN EXCHANGE TRADED F | $42.5M |
FMBFIRST TR EXCH TRADED FD III | $41.7M |
MDYVSPDR SERIES TRUST | $37.6M |
AVEMAMERICAN CENTY ETF TR | $37.3M |
IWFISHARES TR | $34.4M |
IDOGALPS ETF TR | $33.1M |
VXUSVANGUARD STAR FDS | $33.1M |
MMITNEW YORK LIFE INVTS ACTIVE E | $31.5M |
JMUBJ P MORGAN EXCHANGE TRADED F | $30.5M |
SPYVSPDR SERIES TRUST | $30.4M |
AAPLAPPLE INC | $28.3M |
SLYGSPDR SERIES TRUST | $24.1M |
IVWISHARES TR | $21.6M |
MSFTMICROSOFT CORP | $21.0M |
JEPIJ P MORGAN EXCHANGE TRADED F | $20.4M |
DFACDIMENSIONAL ETF TRUST | $19.7M |
MDYGSPDR SERIES TRUST | $19.0M |
MUBISHARES TR | $17.8M |
VIGIVANGUARD WHITEHALL FDS | $17.3M |
HYDVANECK ETF TRUST | $17.2M |
IWPISHARES TR | $17.1M |
VTEIVANGUARD MUN BD FDS | $16.9M |
SLYVSPDR SERIES TRUST | $16.1M |
IWOISHARES TR | $15.8M |
VBKVANGUARD INDEX FDS | $15.4M |
JPMJPMORGAN CHASE & CO. | $15.2M |
IWSISHARES TR | $15.1M |
DFAEDIMENSIONAL ETF TRUST | $14.7M |
AVGOBROADCOM INC | $14.7M |
VOTVANGUARD INDEX FDS | $13.9M |
VWOVANGUARD INTL EQUITY INDEX F | $13.6M |
MUNIPIMCO ETF TR | $13.3M |
DFSVDIMENSIONAL ETF TRUST | $12.6M |
DEDEERE & CO | $12.4M |
KOCOCA COLA CO | $12.3M |
FASTFASTENAL CO | $12.0M |
DONWISDOMTREE TR | $11.6M |
IBMINTERNATIONAL BUSINESS MACHS | $10.8M |
HDHOME DEPOT INC | $10.7M |
ABBVABBVIE INC | $10.6M |
AMZNAMAZON COM INC | $10.6M |
IEMGISHARES INC | $10.4M |
TXNTEXAS INSTRS INC | $10.2M |
CSCOCISCO SYS INC | $10.0M |
NVDANVIDIA CORPORATION | $9.8M |
SPYSPDR S&P 500 ETF TR | $9.7M |
TLHISHARES TR | $9.6M |
VYMVANGUARD WHITEHALL FDS | $9.5M |
VOEVANGUARD INDEX FDS | $9.3M |
XOMEXXON MOBIL CORP | $9.0M |
AGGISHARES TR | $9.0M |
BIVVANGUARD BD INDEX FDS | $9.0M |
CVXCHEVRON CORP NEW | $8.8M |
BACVERIZON COMMUNICATIONS INC | $8.7M |
VTEBVANGUARD MUN BD FDS | $8.2M |
PGPROCTER AND GAMBLE CO | $8.2M |
AMGNAMGEN INC | $8.1M |
MRKMERCK & CO INC | $8.0M |
PFEPFIZER INC | $7.5M |
VTVVANGUARD INDEX FDS | $7.5M |
PEPPEPSICO INC | $7.4M |
JNJJOHNSON & JOHNSON | $7.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.0M |
MOALTRIA GROUP INC | $6.9M |
JPEMJ P MORGAN EXCHANGE TRADED F | $6.8M |
EFVISHARES TR | $6.5M |
SUBISHARES TR | $6.5M |
BLKBLACKROCK INC | $6.4M |
VLOVALERO ENERGY CORP | $6.1M |
HEMIHARTFORD FDS EXCHANGE TRADED | $6.0M |
LMTLOCKHEED MARTIN CORP | $5.9M |
NDQINVESCO QQQ TR | $5.9M |
MCDMCDONALDS CORP | $5.5M |
IWNISHARES TR | $5.3M |
BACBANK AMERICA CORP | $5.3M |
TSLATESLA INC | $4.9M |
UPSUNITED PARCEL SERVICE INC | $4.8M |
GOOGLALPHABET INC | $4.4M |
METAMETA PLATFORMS INC | $4.4M |
EOGEOG RES INC | $4.4M |
LLYELI LILLY & CO | $4.3M |
COSTCOSTCO WHSL CORP NEW | $4.3M |
SCHPSCHWAB STRATEGIC TR | $4.2M |
VONVVANGUARD SCOTTSDALE FDS | $4.2M |
DFLVDIMENSIONAL ETF TRUST | $4.1M |
ORCLORACLE CORP | $4.0M |
USBUS BANCORP DEL | $3.9M |
QCOMQUALCOMM INC | $3.8M |
XYLDGLOBAL X FDS | $3.7M |
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