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ATX Financial Planning, LLC 13F holdings

Filed 2026-08-20 · ATX Financial Planning, LLC · 83 positions · $151.1M

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TickerCompanySharesValue% of portfolio
BALTINNOVATOR ETFS TRUST349.7K$12.0M7.9%
QFLRINNOVATOR ETFS TRUST306.2K$11.2M7.4%
QQQMINVESCO EXCH TRADED FD TR II28.1K$8.5M5.6%
SPYMSPDR SERIES TRUST95.8K$8.4M5.6%
SFLRINNOVATOR ETFS TRUST203.2K$7.8M5.2%
VGITVANGUARD SCOTTSDALE FDS113.4K$6.7M4.4%
IVVISHARES TR8.2K$6.2M4.1%
CLOABLACKROCK ETF TRUST II115.5K$6.0M4.0%
PVALPUTNAM ETF TRUST106.3K$5.4M3.6%
—INNOVATOR ETFS TRUST89.1K$4.7M3.1%
XMMOINVESCO EXCHANGE TRADED FD T25.4K$4.3M2.9%
DBEFDBX ETF TR52.1K$2.8M1.9%
IAUISHARES GOLD TR37.2K$2.8M1.9%
ICSHISHARES TR54.5K$2.8M1.8%
DBMFLITMAN GREGORY FDS TR90.1K$2.8M1.8%
SPMOINVESCO EXCH TRADED FD TR II16.1K$2.6M1.7%
BFRZINNOVATOR ETFS TRUST95.7K$2.6M1.7%
FALNISHARES TR93.1K$2.5M1.7%
VTIVANGUARD INDEX FDS6.4K$2.4M1.6%
SHVISHARES TR18.3K$2.0M1.3%
—SCHWAB STRATEGIC TR77.0K$2.0M1.3%
NVDANVIDIA CORPORATION9.6K$1.9M1.3%
SOXXISHARES TR2.9K$1.9M1.2%
TOPTISHARES TR54.7K$1.8M1.2%
VGTVANGUARD WORLD FD14.4K$1.7M1.1%
AAPLAPPLE INC5.8K$1.7M1.1%
—INVESCO ACTIVELY MANAGED EXC38.5K$1.5M1.0%
AISTIDAL TRUST III17.4K$1.5M1.0%
AVDEAMERICAN CENTY ETF TR16.5K$1.5M1.0%
IPKWINVESCO EXCH TRADED FD TR II25.7K$1.4M1.0%
VEAVANGUARD TAX-MANAGED FDS18.3K$1.3M0.9%
DGROISHARES TR16.4K$1.2M0.8%
QQQINVESCO QQQ TR1.6K$1.2M0.8%
XSDSPDR SERIES TRUST1.8K$1.2M0.8%
BTCGRAYSCALE BITCOIN MINI TR ET42.8K$1.1M0.7%
—ISHARES TR39.9K$1.1M0.7%
—INNOVATOR ETFS TRUST19.7K$1.0M0.7%
AVGOBROADCOM INC2.7K$1.0M0.7%
MSFTMICROSOFT CORP2.7K$1.0M0.7%
ABTABBOTT LABORATORIES10.7K$971,7350.6%
XLUSELECT SECTOR SPDR TR21.2K$962,7370.6%
APOAPOLLO GLOBAL MGMT INC7.9K$929,8020.6%
BXBLACKSTONE INC7.4K$868,7660.6%
BRK-BBERKSHIRE HATHAWAY INC DEL1$748,8500.5%
DGRWWISDOMTREE TR7.5K$718,3800.5%
HEQTSIMPLIFY EXCHANGE TRADED FUN20.0K$671,0980.4%
—ISHARES TR16.6K$640,8870.4%
ETHGRAYSCALE ETHEREUM STAKING40.1K$602,2820.4%
KKRKKR & CO INC6.4K$589,0840.4%
UJANINNOVATOR ETFS TRUST12.9K$585,0120.4%
SPHQINVESCO EXCHANGE TRADED FD T6.2K$559,4040.4%
MOATVANECK ETF TRUST5.1K$534,1290.4%
—CALAMOS ETF TR30.6K$529,0280.4%
XLVSELECT SECTOR SPDR TR3.1K$490,5660.3%
CPAINORTHERN LTS FD TR III9.4K$488,7880.3%
—CALAMOS ETF TR17.3K$424,5620.3%
RSPTINVESCO EXCHANGE TRADED FD T6.5K$420,3750.3%
ARKQARK ETF TR3.1K$411,0720.3%
—RBB FD INC7.7K$399,2160.3%
FNDXSCHWAB STRATEGIC TR12.2K$379,2020.3%
Top Fund Holdings
13F
Top Fund Holdings

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