Name: AVANTAX ADVISORY SERVICES, INC. 13F Holdings
Creator: 13F Insight

AI Analysis · Q2 2025

AVANTAX ADVISORY SERVICES, INC. filed Q2 2025 13F-HR with $18.2B in disclosed U.S. equity holdings The portfolio is led by ETF exposure, with top positions including IVV (6.3%), VONG (6.1%), AGG (5.1%). Quarter-over-quarter activity shows 6 new entries and 6 exits, with a net additive posture across 56 changed positions. Notable reduction: VONG (2.5% reduction) (VANGUARD SCOTTSDALE FDS).

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2025. Methodology

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight

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Filing history

2025Q2Jun 30

$18.2B▲ 10.4%

2,359 positionsLocked 2025Q1Mar 31

$16.5B▲ 3.5%

2,227 positionsLocked 2024Q4Dec 31

$15.9B▲ 4.5%

2,179 positionsLocked 2024Q3Sep 30

$15.2B▲ 8.6%

2,119 positionsLocked 2024Q2Jun 30

$14.0B▲ 24.5%

2,071 positionsLocked 2024Q1Mar 31

$11.3B▲ 11.8%

1,650 positionsLocked 2023Q4Dec 31

$10.1B▲ 12.8%

1,570 positionsLocked 2023Q3Sep 30

$8.9B▲ 2.1%

1,544 positionsLocked 2023Q2Jun 30

$8.7B▲ 7.2%

1,505 positionsLocked 2023Q1Mar 31

$8.2B▲ 8.9%

1,484 positionsLocked 2022Q4Dec 31

$7.5B▲ 15.1%

1,421 positionsLocked 2022Q3Sep 30

$6.5B▼ 1.8%

1,328 positionsLocked

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