Avantax Planning Partners, Inc. - Q12026 Holdings

Avantax Planning Partners, Inc. holds 435 stocks with a total portfolio value of $ 3.64B as of Q12026. In Q12026, Avantax Planning Partners, Inc. added 30 new positions, increased stakes in 161 stocks, reduced 181 holdings, and fully exited 32 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 12.02% of the total portfolio.