Atx Financial Planning, LLC - Q22026 Holdings

Atx Financial Planning, LLC holds 83 stocks with a total portfolio value of $ 151.1M as of Q22026. In Q22026, Atx Financial Planning, LLC added 5 new positions, increased stakes in 30 stocks, reduced 40 holdings, and fully exited 3 positions. The largest holding is Innovator Etfs Trust (BALT), representing 7.93% of the total portfolio.