Atx Financial Planning, LLC - Q12026 Holdings

Atx Financial Planning, LLC holds 81 stocks with a total portfolio value of $ 131.63M as of Q12026. In Q12026, Atx Financial Planning, LLC added 13 new positions, increased stakes in 25 stocks, reduced 36 holdings, and fully exited 19 positions. The largest holding is Innovator Etfs Trust (QFLR), representing 7.90% of the total portfolio.