13F Insight
DOSSIER · 13F-HR · Q3 2026

Avantax Planning Partners, Inc.

$4.0B in tracked AUM across 445 positions as of Q3 2026.

AP
CIK 0001005441 · last filed Sep 30, 2026
Total AUM
$4.0B
as of Q3 2026
Holdings
445
−9 QoQ
positions
Whale Score
64
64
tracked
Activity
404
+27 new, −36 sold
changes this Q
AI Analysis · Q3 2026

Avantax Planning Partners, Inc. filed its latest 13F-HR for Q3 2026. 404 position changes this quarter — 27 new, 36 exited, 155 added, 186 trimmed.

Quarter at a glance — Q3 2026

404 material changes this filing.

TRIM
JMUBJ P MORGAN EXCHANGE TRADED F
-500K sh
$-28M
1.0%
TRIM
MUBISHARES TR
-223K sh
$-26M
0.8%
TRIM
SCHVSCHWAB STRATEGIC TR
-313K sh
$-26M
8.3%
ADD
VTEIVANGUARD MUN BD FDS
+250K sh
+$23M
1.1%
ADD
HYMBSPDR SERIES TRUST
+1.1M sh
+$22M
1.6%
ADD
HMOPHARTFORD FDS EXCHANGE TRADED
+614K sh
+$22M
0.8%
ADD
HYDVANECK ETF TRUST
+426K sh
+$20M
0.8%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$519M14.4M13.1%02
SCHV
SCHWAB STRATEGIC TR
$330M9.9M8.3%03
SCHF
SCHWAB STRATEGIC TR
$210M7.6M5.3%04
SCHZ
SCHWAB STRATEGIC TR
$173M7.8M4.4%05
SCHD
SCHWAB STRATEGIC TR
$169M5.2M4.3%06
JPEF
J P MORGAN EXCHANGE TRADED F
$160M2.0M4.0%07
SPTL
SPDR SERIES TRUST
$115M4.8M2.9%08
JPIB
J P MORGAN EXCHANGE TRADED F
$114M2.4M2.9%09
AVUV
AMERICAN CENTY ETF TR
$100M853K2.5%10
AVEM
AMERICAN CENTY ETF TR
$99M1.1M2.5%

Filing history

2026Q3Sep 30
$4.0B▼ 1.3%
445 positionsView →2026Q2Jun 30
$4.0B▲ 10.3%
454 positionsView →2026Q1Mar 31
$3.6B▲ 1.9%
435 positionsView →2025Q4Dec 31
$3.6B▲ 2.5%
437 positionsView →2025Q3Sep 30
$3.5B▲ 10.6%
438 positionsLocked2025Q2Jun 30
$3.2B▲ 11.6%
447 positionsLocked2025Q1Mar 31
$2.8B▲ 1.8%
431 positionsLocked2024Q4Dec 31
$2.8B▼ 0.5%
430 positionsLocked2024Q3Sep 30
$2.8B▼ 10.4%
443 positionsLocked2024Q2Jun 30
$3.1B▲ 0.8%
471 positionsLocked2024Q1Mar 31
$3.1B▲ 17.7%
465 positionsLocked2023Q4Dec 31
$2.6B▲ 9.8%
372 positionsLocked
Showing 12 of 40