Avantax Planning Partners
Avantax Planning Partners reported 454 stocks worth $4B in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are SCHG (12.6%), SCHV (8.8%) and SCHF (5.3%). Compared with Q1 2026, the fund added to SCHF, SCHZ and JPEF, trimmed SCHG, SCHD and AVEM and sold out of SLDE, AVLV and EMLP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHG Schwab Strategic TR | $506M | 12.6% | 15M | −80K (−1%) | 8 of 8 | |
| 2 |  SCHV Schwab US Large Cap | $356M | 8.8% | 10.2M | No change | 8 of 8 | |
| 3 |  SCHF Schwab International | $211M | 5.3% | 7.6M | +308K (+4%) | 8 of 8 | |
| 4 |  SCHZ Schwab US Aggregate Bond | $184M | 4.6% | 8M | +265K (+3%) | 8 of 8 | |
| 5 |  SCHD Schwab US Dividend Equity ETF | $171M | 4.3% | 5.4M | −114K (−2%) | 8 of 8 | |
| 6 |  JPEF J P Morgan Exchange Traded F | $155M | 3.9% | 1.9M | +136K (+8%) | 2 of 8 | |
| 7 |  JPIB J P Morgan Exchange Traded F | $122M | 3.0% | 2.5M | +85K (+4%) | 8 of 8 | |
| 8 |  SPTL Spdr Series Trust | $119M | 3.0% | 4.5M | +233K (+5%) | 8 of 8 | |
| 9 |  AVUV American Centy ETF TR | $108M | 2.7% | 864K | +1,890 (+0%) | 8 of 8 | |
| 10 |  AVEM American Centy ETF TR | $103M | 2.6% | 1.1M | −12K (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SLDE Slide Ins Hldgs Inc | $2.1M | 119K |
HONEYWELL INTL INC | $837K | 3,704 |
 AVLV American Centy ETF TR | $418K | 5,191 |
 EMLP First TR Exchange-Traded FD | $371K | 8,507 |
 IXC Ishares Global Energy ETF | $346K | 5,997 |
🔒 Free account: see all 24.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Avantax Planning Partners 13F FAQ
What does Avantax Planning Partners own?
Avantax Planning Partners reported 454 stocks worth $4B in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are SCHG (12.6%), SCHV (8.8%) and SCHF (5.3%). The table above lists every position in the filing (the top 10 without an account).
What did Avantax Planning Partners buy and sell in Q2 2026?
Compared with Q1 2026: 43 new positions, 108 added to, 210 trimmed and 24 sold out. It sold all of SLDE, AVLV and EMLP.
When will Avantax Planning Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Avantax Planning Partners's portfolio worth?
The Q2 2026 filing reports $4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.