Avantax Planning Partners, Inc. - Q42025 Holdings

Avantax Planning Partners, Inc. holds 437 stocks with a total portfolio value of $ 3.58B as of Q42025. In Q42025, Avantax Planning Partners, Inc. added 25 new positions, increased stakes in 149 stocks, reduced 190 holdings, and fully exited 26 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 13.59% of the total portfolio.