Avantax Planning Partners, Inc.

Est. AUM

$3.64B

13F long equity, this entity only

Positions

431

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LCAP GR ETF	$437.9M	15031527	12.03%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP VA ETF	$311.6M	10217486	8.57%	SOLE
3	SCHWAB STRATEGIC TR	INTL EQTY ETF	$181.1M	7317057	4.98%	SOLE
4	SCHWAB STRATEGIC TR	US AGGREGATE B	$179.0M	7710661	4.92%	SOLE
5	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$169.0M	5507557	4.64%	SOLE
6	J P MORGAN EXCHANGE TRADED F	EQUITY FOCUS ETF	$128.4M	1787833	3.53%	SOLE
7	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$116.4M	2433536	3.20%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$113.5M	4314262	3.12%	SOLE
9	AMERICAN CENTY ETF TR	US SML CP VALU	$95.3M	862566	2.62%	SOLE
10	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$86.8M	1076937	2.39%	SOLE
11	SPDR INDEX SHS FDS	STATE STREET SPD	$84.2M	2300372	2.31%	SOLE
12	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$78.8M	1674613	2.17%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$78.2M	918268	2.15%	SOLE
14	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$62.0M	1241164	1.71%	SOLE
15	ISHARES TR	NATIONAL MUN ETF	$52.6M	495654	1.45%	SOLE
16	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$42.7M	842907	1.17%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$41.7M	1681599	1.15%	SOLE
18	ISHARES TR	RUS 1000 GRW ETF	$39.5M	92599	1.09%	SOLE
19	ALPS ETF TR	INTL SEC DV DOG	$39.0M	937466	1.07%	SOLE
20	VANGUARD INDEX FDS	S&P 500 ETF SHS	$38.8M	64918	1.07%	SOLE
21	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$37.5M	174460	1.03%	SOLE
22	APPLE INC	COM	$37.5M	147675	1.03%	SOLE
23	VANGUARD STAR FDS	VG TL INTL STK F	$34.6M	449329	0.95%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$32.2M	333499	0.89%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$30.9M	321914	0.85%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$30.8M	544900	0.85%	SOLE
27	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$22.4M	395348	0.62%	SOLE
28	ISHARES TR	S&P 500 GRWT ETF	$21.2M	187275	0.58%	SOLE
29	MICROSOFT CORP	COM	$19.1M	51692	0.53%	SOLE
30	VANGUARD MUN BD FDS	INTERMEDIATE TRM	$19.0M	190307	0.52%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$17.4M	183763	0.48%	SOLE
32	ISHARES TR	RUS 2000 GRW ETF	$17.2M	54775	0.47%	SOLE
33	VANGUARD WHITEHALL FDS	INTL DVD ETF	$16.9M	190877	0.46%	SOLE
34	EXXON MOBIL CORP	COM	$16.7M	98224	0.46%	SOLE
35	ISHARES TR	RUS MDCP VAL ETF	$16.6M	114135	0.46%	SOLE
36	NVIDIA CORPORATION	COM	$16.2M	92691	0.44%	SOLE
37	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$15.4M	454437	0.42%	SOLE
38	VANGUARD INDEX FDS	SML CP GRW ETF	$15.3M	50527	0.42%	SOLE
39	JPMORGAN CHASE & CO	COM	$14.8M	50447	0.41%	SOLE
40	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$14.5M	413787	0.40%	SOLE
41	ISHARES TR	RUS MD CP GR ETF	$14.3M	111789	0.39%	SOLE
42	DEERE & CO	COM	$14.2M	25296	0.39%	SOLE
43	BROADCOM INC	COM	$14.2M	45911	0.39%	SOLE
44	ABBVIE INC	COM	$13.2M	60872	0.36%	SOLE
45	FASTENAL CO	COM	$13.2M	284389	0.36%	SOLE
46	COCA COLA CO	COM	$13.2M	173037	0.36%	SOLE
47	CHEVRON CORPORATION	COM	$12.7M	61302	0.35%	SOLE
48	WISDOMTREE TR	US MIDCAP DIVID	$12.2M	233065	0.34%	SOLE
49	MERCK & CO INC	COM	$11.8M	98512	0.33%	SOLE
50	VANGUARD INDEX FDS	MCAP GR IDXVIP	$11.8M	45734	0.32%	SOLE

1–50 of 431

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.