Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Avantax Planning Partners, Inc. (CIK 1005441) reported $3.64B across 433 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($437.9M, 12.02%), SCHV ($311.6M, 8.56%), SCHF ($181.1M, 4.97%), SCHZ ($179.0M, 4.92%), SCHD ($169.0M, 4.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $437.9M | 12.02% | 15.0M | Added |
| 2 | SCHV | SCHWAB STRATEGIC TR | $311.6M | 8.56% | 10.2M | Added |
| 3 | SCHF | SCHWAB STRATEGIC TR | $181.1M | 4.97% | 7.3M | Added |
| 4 | SCHZ | SCHWAB STRATEGIC TR | $179.0M | 4.92% | 7.7M | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $169.0M | 4.64% | 5.5M | Trimmed |
| 6 | JPEF | J P MORGAN EXCHANGE TRADED F | $128.4M | 3.52% | 1.8M | New |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | $116.4M | 3.19% | 2.4M | Added |
| 8 | SPTL | SPDR SERIES TRUST | $113.5M | 3.12% | 4.3M | Added |
| 9 | AVUV | AMERICAN CENTY ETF TR | $95.3M | 2.62% | 862,566 | Added |
| 10 | AVEM | AMERICAN CENTY ETF TR | $86.8M | 2.38% | 1.1M | Trimmed |
| 11 | CWI | SPDR INDEX SHS FDS | $84.2M | 2.31% | 2.3M | Added |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | $78.8M | 2.16% | 1.7M | Added |
| 13 | MDYV | SPDR SERIES TRUST | $78.2M | 2.15% | 918,268 | Added |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | $62.0M | 1.70% | 1.2M | Trimmed |
| 15 | MUB | ISHARES TR | $52.6M | 1.44% | 495,654 | Trimmed |
| 16 | FMB | FIRST TR EXCH TRADED FD III | $42.7M | 1.17% | 842,907 | Trimmed |
| 17 | HYMB | SPDR SERIES TRUST | $41.7M | 1.14% | 1.7M | Added |
| 18 | IWF | ISHARES TR | $39.5M | 1.08% | 92,599 | Added |
| 19 | VOO | VANGUARD INDEX FDS | $38.8M | 1.07% | 64,918 | Added |
| 20 | IDOG | ALPS ETF TR | $39.0M | 1.07% | 937,466 | Trimmed |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $37.5M | 1.03% | 174,460 | Trimmed |
| 22 | AAPL | APPLE INC | $37.5M | 1.03% | 147,675 | Added |
| 23 | VXUS | VANGUARD STAR FDS | $34.6M | 0.95% | 449,329 | Added |
| 24 | SLYG | SPDR SERIES TRUST | $32.2M | 0.88% | 333,499 | Added |
| 25 | MDYG | SPDR SERIES TRUST | $30.9M | 0.85% | 321,914 | Added |
Source: SEC Form 13F filings · as of 2026-03-31