StockDriftsStockDriftsTop 50 Avantax Advisory Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.29% | 1.84M | $1.14B | — | — | — | 2025-06-30 |
| VONG | VANGUARD SCOTTSDALE FDS | 6.08% | 10.13M | $1.11B | — | — | — | 2025-06-30 |
| AGG | ISHARES TR | 5.05% | 9.27M | $919.1M | — | — | — | 2025-06-30 |
| SCHD | SCHWAB STRATEGIC TR | 4.14% | 28.44M | $753.6M | — | — | — | 2025-06-30 |
| VTV | VANGUARD INDEX FDS | 3.21% | 3.30M | $583.4M | — | — | — | 2025-06-30 |
| IEFA | ISHARES TR | 3.02% | 6.59M | $549.8M | — | — | — | 2025-06-30 |
| VUG | VANGUARD INDEX FDS | 1.63% | 676.3K | $296.5M | — | — | — | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 1.62% | 1.86M | $294.2M | — | — | — | 2025-06-30 |
| QQQ | INVESCO QQQ TR | 1.48% | 489.2K | $269.9M | — | — | — | 2025-06-30 |
| SPY | SPDR S&P 500 ETF TR | 1.47% | 433.5K | $267.8M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +54.62% |
| Top 20 Holdings Unweighted | — | — | — | — | +58.86% |
Avantax Advisory Services, Inc. reports $18.20B in US-listed equity holdings across 2,359 positions in its most recent 13F filing. Its largest disclosed positions are IVV (6.3%), VONG (6.1%) and AGG (5.0%). The top 20 holdings account for 42.93% of reported assets. Its disclosed equity book has returned +54.62% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Avantax Advisory Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1303042). View Avantax Advisory Services, Inc.’s 13F filings on SEC