Avantax Planning Partners, Inc. - Q22026 Holdings

Avantax Planning Partners, Inc. holds 454 stocks with a total portfolio value of $ 4.02B as of Q22026. In Q22026, Avantax Planning Partners, Inc. added 42 new positions, increased stakes in 114 stocks, reduced 221 holdings, and fully exited 23 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 12.59% of the total portfolio.