Avantax Planning Partners, Inc. - Q32026 Holdings

Avantax Planning Partners, Inc. holds 445 stocks with a total portfolio value of $ 3.96B as of Q32026. In Q32026, Avantax Planning Partners, Inc. added 27 new positions, increased stakes in 155 stocks, reduced 186 holdings, and fully exited 36 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 13.09% of the total portfolio.