ATX Financial Planning, LLC - Portfolio overview

ATX Financial Planning, LLC has 81 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QFLR - INNOVATOR ETFS TRUST, 7.90%
2. BALT - INNOVATOR ETFS TRUST, 7.88%
3. VGIT - VANGUARD SCOTTSDALE FDS, 6.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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