Universe · entity
Avantax Planning Partners, Inc.
Institutional manager (13F) · CIK 1005441
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $438M | 15,031,527 |
| 2 | SCHWAB STRATEGIC TR | $312M | 10,217,486 |
| 3 | SCHWAB STRATEGIC TR | $181M | 7,317,057 |
| 4 | SCHWAB STRATEGIC TR | $179M | 7,710,661 |
| 5 | SCHWAB STRATEGIC TR | $169M | 5,507,557 |
| 6 | J P MORGAN EXCHANGE TRADED F | $128M | 1,787,833 |
| 7 | J P MORGAN EXCHANGE TRADED F | $116M | 2,433,536 |
| 8 | SPDR SERIES TRUST | $113M | 4,314,262 |
| 9 | AMERICAN CENTY ETF TR | $95M | 862,566 |
| 10 | AMERICAN CENTY ETF TR | $87M | 1,076,937 |
| 11 | SPDR INDEX SHS FDS | $84M | 2,300,372 |
| 12 | J P MORGAN EXCHANGE TRADED F | $79M | 1,674,613 |
| 13 | SPDR SERIES TRUST | $78M | 918,268 |
| 14 | J P MORGAN EXCHANGE TRADED F | $62M | 1,241,164 |
| 15 | ISHARES TR | $53M | 495,654 |
| 16 | FIRST TR EXCH TRADED FD III | $43M | 842,907 |
| 17 | SPDR SERIES TRUST | $42M | 1,681,599 |
| 18 | ISHARES TR | $39M | 92,599 |
| 19 | ALPS ETF TR | $39M | 937,466 |
| 20 | VANGUARD INDEX FDS | $39M | 64,918 |
| 21 | VANGUARD SPECIALIZED FUNDS | $38M | 174,460 |
| 22 | APPLE INC | $37M | 147,675 |
| 23 | VANGUARD STAR FDS | $35M | 449,329 |
| 24 | SPDR SERIES TRUST | $32M | 333,499 |
| 25 | SPDR SERIES TRUST | $31M | 321,914 |
| 26 | SPDR SERIES TRUST | $31M | 544,900 |
| 27 | J P MORGAN EXCHANGE TRADED F | $22M | 395,348 |
| 28 | ISHARES TR | $21M | 187,275 |
| 29 | MICROSOFT CORP | $19M | 51,692 |
| 30 | VANGUARD MUN BD FDS | $19M | 190,307 |
| 31 | SPDR SERIES TRUST | $17M | 183,763 |
| 32 | ISHARES TR | $17M | 54,775 |
| 33 | VANGUARD WHITEHALL FDS | $17M | 190,877 |
| 34 | EXXON MOBIL CORP | $17M | 98,224 |
| 35 | ISHARES TR | $17M | 114,135 |
| 36 | NVIDIA CORPORATION | $16M | 92,691 |
| 37 | DIMENSIONAL ETF TRUST | $15M | 454,437 |
| 38 | VANGUARD INDEX FDS | $15M | 50,527 |
| 39 | JPMORGAN CHASE & CO | $15M | 50,447 |
| 40 | DIMENSIONAL ETF TRUST | $14M | 413,787 |
| 41 | ISHARES TR | $14M | 111,789 |
| 42 | DEERE & CO | $14M | 25,296 |
| 43 | BROADCOM INC | $14M | 45,911 |
| 44 | ABBVIE INC | $13M | 60,872 |
| 45 | FASTENAL CO | $13M | 284,389 |
| 46 | COCA COLA CO | $13M | 173,037 |
| 47 | CHEVRON CORPORATION | $13M | 61,302 |
| 48 | WISDOMTREE TR | $12M | 233,065 |
| 49 | MERCK & CO INC | $12M | 98,512 |
| 50 | VANGUARD INDEX FDS | $12M | 45,734 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.