Avantax Planning Partners, Inc. - Portfolio overview

Avantax Planning Partners, Inc. has 481 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 11.96%
2. SCHV - SCHWAB STRATEGIC TR, 8.52%
3. SCHF - SCHWAB STRATEGIC TR, 4.95%

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

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