StockDriftsStockDriftsTop 50 Avantax Planning Partners, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 12.59% | 14.95M | $506.0M | -0.53%(-79.71K) | $9.07(+292.89%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 8.85% | 10.21M | $355.5M | -0.04%(-4.58K) | $18.44(+92.02%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.26% | 7.62M | $211.2M | +4.21%(+307.77K) | $18.57(+54.32%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 4.59% | 7.98M | $184.5M | +3.43%(+264.65K) | $24.27(-6.16%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.26% | 5.39M | $171.0M | -2.06%(-113.54K) | $19.42(+76.94%) | 2026-06-30 | |
| JPEF | J P MORGAN EXCHANGE TRADED F | 3.85% | 1.92M | $154.6M | +7.62%(+136.29K) | $73.38(+13.00%) | 2026-06-30 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 3.03% | 2.52M | $121.8M | +3.50%(+85.18K) | $48.19(-0.56%) | 2026-06-30 | |
| SPTL | SPDR SERIES TRUST | 2.97% | 4.55M | $119.3M | +5.40%(+232.86K) | $27.37(-9.08%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.68% | 864.5K | $107.8M | +0.22%(+1.89K) | $92.35(+38.77%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.56% | 1.07M | $102.8M | -1.08%(-11.66K) | $66.59(+40.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.64% | +42.90% | +6.62% | +37.76% |
| Top 20 Holdings Unweighted | +10.26% | +34.03% | +5.13% | +28.39% |
Avantax Planning Partners, Inc. reports $4.02B in US-listed equity holdings across 454 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (12.6%), SCHV (8.8%) and SCHF (5.3%). The top 20 holdings account for 65.73% of reported assets. Its disclosed equity book has returned +42.90% on a three-year cumulative basis. 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 Avantax Planning Partners, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1005441). View Avantax Planning Partners, Inc.’s 13F filings on SEC