13F Insight
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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
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q

Top 10 holdings

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

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