StockDriftsStockDriftsTop 50 Atx Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BALT | INNOVATOR ETFS TRUST | 7.93% | 349.7K | $12.0M | +12.87%(+39.87K) | $33.28(+4.48%) | 2026-06-30 | |
| QFLR | INNOVATOR ETFS TRUST | 7.39% | 306.2K | $11.2M | -1.89%(-5.91K) | $33.72(+4.79%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.64% | 28.1K | $8.5M | +4.86%(+1.30K) | $250.78(+17.39%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.57% | 95.8K | $8.4M | +25.61%(+19.54K) | $79.53(+12.82%) | 2026-06-30 | |
| SFLR | INNOVATOR ETFS TRUST | 5.19% | 203.2K | $7.8M | -1.38%(-2.85K) | $36.44(+6.71%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.43% | 113.4K | $6.7M | -16.70%(-22.73K) | $59.83(-4.16%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.08% | 8.2K | $6.2M | +0.39%(+32) | $677.18(+13.40%) | 2026-06-30 | |
| CLOA | BLACKROCK ETF TRUST II | 3.97% | 115.5K | $6.0M | +26.04%(+23.87K) | $51.82(+0.10%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 3.59% | 106.3K | $5.4M | +24.19%(+20.71K) | $45.96(+17.24%) | 2026-06-30 | |
| XUSP | INNOVATOR ETFS TRUST | 3.1% | 89.1K | $4.7M | -0.06%(-52) | $46.97(+14.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.63% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.18% |
Atx Financial Planning LLC reports $151.10M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are BALT (7.9%), QFLR (7.4%) and QQQM (5.6%). The top 20 holdings account for 69.15% of reported assets. Its disclosed equity book has returned +7.63% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atx Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111013). View Atx Financial Planning LLC’s 13F filings on SEC