ATX Financial Planning, LLC

Est. AUM

$129.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$10.4M	312132	8.01%	SOLE
2	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$10.4M	309856	7.99%	SOLE
3	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$8.1M	136142	6.24%	SOLE
4	INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$7.3M	206074	5.62%	SOLE
5	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$6.4M	26811	4.91%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$5.8M	76304	4.50%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$5.4M	8207	4.13%	SOLE
8	INNOVATOR ETFS TRUST	EQUITY MNGD 100	$5.1M	192402	3.91%	SOLE
9	BLACKROCK ETF TRUST II	ISHARES AAA CLO	$4.8M	91659	3.66%	SOLE
10	PUTNAM ETF TRUST	FOCUSED LAR CAP	$4.0M	85608	3.06%	SOLE
11	INNOVATOR ETFS TRUST	UNCAPPED ACCLRTD	$3.9M	89110	3.03%	SOLE
12	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$3.7M	25443	2.84%	SOLE
13	ISHARES GOLD TR	ISHARES NEW	$2.9M	33223	2.26%	SOLE
14	ISHARES TR	CORE DIV GRWTH	$2.1M	30383	1.64%	SOLE
15	ISHARES TR	FALN ANGLS USD	$2.1M	76998	1.58%	SOLE
16	VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	6394	1.58%	SOLE
17	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$1.7M	55784	1.30%	SOLE
18	NVIDIA CORPORATION	COM	$1.7M	9606	1.29%	SOLE
19	PROSHARES TR	ULTRAPRO QQQ	$1.6M	39050	1.25%	SOLE
20	DBX ETF TR	XTRACK MSCI EAFE	$1.6M	32739	1.25%	SOLE
21	SCHWAB STRATEGIC TR	CORE BOND ETF	$1.6M	61980	1.23%	SOLE
22	ISHARES TR	TOP 20 U S STOCK	$1.6M	54965	1.21%	SOLE
23	APPLE INC	COM	$1.5M	5964	1.17%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.5M	32856	1.16%	SOLE
25	INVESCO ACTIVELY MANAGED EXC	INVESCO TOP QQQ	$1.4M	41084	1.08%	SOLE
26	VANGUARD WORLD FD	INF TECH ETF	$1.4M	1967	1.06%	SOLE
27	ISHARES TR	ULTRA SHORT DUR	$1.3M	25370	0.99%	SOLE
28	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	19976	0.99%	SOLE
29	GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$1.3M	42502	0.98%	SOLE
30	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.2M	14655	0.96%	SOLE
31	ISHARES TR	LARGE CAP MAX BU	$1.2M	43520	0.89%	SOLE
32	ABBOTT LABORATORIES	COM	$1.1M	10709	0.85%	SOLE
33	MICROSOFT CORP	COM	$1.1M	2857	0.81%	SOLE
34	ISHARES TR	ISHARES SEMICDTR	$1.0M	3049	0.77%	SOLE
35	INVESCO QQQ TR	UNIT SER 1	$947K	1640	0.73%	SOLE
36	APOLLO GLOBAL MGMT INC	COM	$880K	7894	0.68%	SOLE
37	BLACKSTONE INC	COM	$850K	7390	0.65%	SOLE
38	BROADCOM INC	COM	$828K	2675	0.64%	SOLE
39	GRAYSCALE ETHEREUM STAKING	SHS NEW	$784K	39480	0.60%	SOLE
40	WISDOMTREE TR	US QTLY DIV GRT	$753K	8569	0.58%	SOLE
41	INVESCO EXCH TRADED FD TR II	INTL BUYBACK	$733K	13030	0.56%	SOLE
42	TIDAL TRUST III	VISTASHARES ARTI	$731K	17446	0.56%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.55%	SOLE
44	VANECK ETF TRUST	MRNGSTR WDE MOAT	$672K	6951	0.52%	SOLE
45	KKR & CO INC	COM	$643K	6948	0.50%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$623K	1911	0.48%	SOLE
47	INNOVATOR ETFS TRUST	US EQT ULTRA BF	$549K	12905	0.42%	SOLE
48	CALAMOS ETF TR	LADDERED BITCOIN	$537K	29715	0.41%	SOLE
49	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$502K	6681	0.39%	SOLE
50	ISHARES TR	NASDAQ TOP 30	$483K	16128	0.37%	SOLE

1–50 of 80

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