ATX Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 19, 2026, for the 2025 Q4 period, ATX Financial Planning, LLC held in its portfolio 82 assets valued at $129,676,950 (i.e. $129.68M).
The most valuable assets in the portfolio included: INNOVATOR ETFS TRUST ($11.92M), INNOVATOR ETFS TRUST ($9.10M), and INNOVATOR ETFS TRUST ($7.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 82 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ATX Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INNOVATOR ETFS TRUST | 347679 | 11918420 | NASDAQ 100 MANA |
| INNOVATOR ETFS TRUST | 271401 | 9094648 | DEFINED WLT SHLD |
| INNOVATOR ETFS TRUST | 205526 | 7575676 | QUITY MANAGD FLR |
| INVESCO EXCH TRADED FD TR II | 27848 | 7043364 | NASDAQ 100 ETF |
| SPDR SERIES TRUST | 77157 | 6965954 | STATE STREET SPD |
| ISHARES TR | 9160 | 6274224 | CORE S&P500 ETF |
| INNOVATOR ETFS TRUST | 176781 | 4743928 | EQUITY MNGD 100 |
| INNOVATOR ETFS TRUST | 87731 | 4166951 | UNCAPPED ACCLRTD |
| INVESCO EXCHANGE TRADED FD T | 26544 | 3675328 | S&P MDCP MOMNTUM |
| ISHARES TR | 46087 | 3199360 | CORE DIV GRWTH |
| ISHARES GOLD TR | 33598 | 2727150 | ISHARES NEW |
| VANGUARD INDEX FDS | 6561 | 2199809 | TOTAL STK MKT |
| VANGUARD TAX-MANAGED FDS | 34873 | 2178516 | VAN FTSE DEV MKT |
| PROSHARES TR | 39049 | 2058637 | ULTRAPRO QQQ |
| VANGUARD SCOTTSDALE FDS | 33835 | 2027743 | INTER TERM TREAS |
| NVIDIA CORPORATION | 10726 | 2000373 | COM |
| APPLE INC | 6796 | 1847525 | COM |
| VANGUARD INDEX FDS | 6688 | 1725170 | SMALL CP ETF |
| INVESCO EXCH TRADED FD TR II | 13882 | 1656344 | S&P 500 MOMNTM |
| WISDOMTREE TR | 17256 | 1543191 | US QTLY DIV GRT |
| ISHARES TR | 48480 | 1514017 | TOP 20 U S STOCK |
| INVESCO QQQ TR | 2430 | 1492870 | UNIT SER 1 |
| GRAYSCALE BITCOIN MINI TR ET | 38143 | 1477278 | SHS NEW |
| MICROSOFT CORP | 3050 | 1475006 | COM |
| CALAMOS ETF TR | 60721 | 1460339 | CALLMOS BIT STRU |
| SIMPLIFY EXCHANGE TRADED FUN | 44823 | 1436585 | HEDGED EQUITY |
| VANGUARD WORLD FD | 1890 | 1424572 | INF TECH ETF |
| BLACKROCK ETF TRUST II | 26537 | 1373139 | ISHARES AAA CLO |
| INVESCO ACTIVELY MANAGED EXC | 34926 | 1343523 | INVESCO TOP QQQ |
| ABBOTT LABS | 10709 | 1341731 | COM |
| VANGUARD SCOTTSDALE FDS | 15404 | 1228161 | SHRT TRM CORP BD |
| PUTNAM ETF TRUST | 26230 | 1195281 | FOCUSED LAR CAP |
| APOLLO GLOBAL MGMT INC | 8056 | 1166152 | COM |
| BLACKSTONE INC | 7334 | 1130464 | COM |
| GRAYSCALE ETHEREUM MINI TR E | 39083 | 1096669 | SHS NEW |
| BROADCOM INC | 3067 | 1061410 | COM |
| DBX ETF TR | 20980 | 1009364 | XTRACK MSCI EAFE |
| CALAMOS ETF TR | 40812 | 1003160 | BITCOIN STRUCTRD |
| ISHARES TR | 3270 | 984764 | ISHARES SEMICDTR |
| ISHARES TR | 34826 | 928809 | LARGE CAP MAX BU |
| INNOVATOR ETFS TRUST | 20471 | 889082 | US EQTY PWR BUF |
| META PLATFORMS INC | 1324 | 873868 | CL A |
| INNOVATOR ETFS TRUST | 25455 | 829069 | U S EQ 10 BUFFER |
| VANGUARD BD INDEX FDS | 10893 | 806845 | TOTAL BND MRKT |
| KKR & CO INC | 6324 | 806129 | COM |
| INVESCO EXCH TRADED FD TR II | 14458 | 803459 | INTL BUYBACK |
| VANECK ETF TRUST | 7576 | 784553 | MRNGSTR WDE MOAT |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| CALAMOS ETF TR | 33933 | 742457 | CALAMOS BIT 80 S |
| VANGUARD INDEX FDS | 8310 | 735352 | REAL ESTATE ETF |
| SPDR INDEX SHS FDS | 14781 | 691899 | PORTFOLIO EMG MK |
| TIDAL TRUST I | 24068 | 595924 | FUNDSTRAT GRANNY |
| VANECK ETF TRUST | 19830 | 582308 | FALLEN ANGEL HG |
| INNOVATOR ETFS TRUST | 12905 | 558270 | US EQT ULTRA BF |
| CONSTELLATION ENERGY CORP | 1578 | 557591 | COM |
| INVESCO EXCHANGE TRADED FD T | 6810 | 511081 | S&P500 QUALITY |
| SELECT SECTOR SPDR TR | 10594 | 452239 | STATE STREET UTI |
| ISHARES BITCOIN TRUST ETF | 8686 | 431260 | SHS BEN INT |
| ISHARES TR | 4068 | 427151 | GLOBAL TECH ETF |
| INNOVATOR ETFS TRUST | 10781 | 420912 | US EQTY ULTRA B |
| ISHARES TR | 9528 | 408476 | 0-5YR HI YL CP |
| INNOVATOR ETFS TRUST | 9923 | 377626 | US EQTY ULTRA BU |
| COSTCO WHSL CORP NEW | 435 | 375145 | COM |
| SPDR S&P 500 ETF TR | 544 | 370964 | TR UNIT |
| FIRST TR EXCHNG TRADED FD VI | 7880 | 355309 | FT VEST U.S. |
| INVESCO EXCHANGE TRADED FD T | 2979 | 339204 | S&P 500 GARP ETF |
| WISDOMTREE TR | 5101 | 339063 | WSDM EMKTBD FD |
| SCHWAB STRATEGIC TR | 12456 | 338928 | FUNDAMENTAL US L |
| CALAMOS ETF TR | 12389 | 337030 | LADDERED S&P 500 |
| AMAZON COM INC | 1438 | 331919 | COM |
| TIDAL TRUST III | 8021 | 302953 | VISTASHARES ARTI |
| ETF SER SOLUTIONS | 2977 | 297761 | CLEARSHS ULTRA |
| INVESCO EXCHANGE TRADED FD T | 6513 | 296408 | S&P500 EQL TEC |
| FIRST TR EXCHANGE-TRADED FD | 1095 | 294752 | DJ INTERNT IDX |
| INVESCO DB COMMDY INDX TRCK | 13123 | 293430 | UNIT |
| INVESCO EXCH TRADED FD TR II | 4382 | 273296 | S&P MIDCP LOW |
| INVESCO EXCHANGE TRADED FD T | 2120 | 250499 | S&P 100 EQL WIGH |
| SPDR INDEX SHS FDS | 4990 | 221606 | PORTFOLIO DEVLPD |
| ARK ETF TR | 1907 | 218657 | AUTNMUS TECHNLGY |
| CALAMOS ETF TR | 8766 | 214460 | BITCN STRCT ALT |
| CALAMOS ETF TR | 9348 | 213982 | BITCOIN 90 SER |
| CALAMOS ETF TR | 9070 | 205628 | CALAMOS BIT 90 S |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.