Avantax Planning Partners, Inc. ETF holdings
Dubuque, IA
Reported $3.4B in 210 ETFs in its Form 13F for June 30, 2026.
ETF value
$3.4B
ETFs held
210
Change from prior quarter
+10.5%
With price moves
ETFs as a share of its 13F
84.1%
of $4.0B
Top 10 of 210 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | $506.0M | 14,951,817 | −79,710 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $355.5M | 10,212,910 | −4,576 shares |
| SCHF | Schwab International Equity ETF | $211.2M | 7,624,824 | +307,767 shares |
| SCHZ | Schwab U.S. Aggregate Bond ETF | $184.5M | 7,975,307 | +264,646 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $171.0M | 5,394,015 | −113,542 shares |
| JPEF | JPMorgan Equity Focus ETF | $154.6M | 1,924,120 | +136,287 shares |
| JPIB | JPMorgan International Bond Opportunities ETF | $121.8M | 2,518,715 | +85,179 shares |
| SPTL | State Street SPDR Portfolio Long Term Treasury Index ETF | $119.3M | 4,547,125 | +232,863 shares |
| AVUV | Avantis US Small Cap Value ETF | $107.8M | 864,456 | +1,890 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $102.8M | 1,065,277 | −11,660 shares |
200 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001005441. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Avantax Planning Partners, Inc. own?
Avantax Planning Partners, Inc. reported 210 ETF positions worth $3.4B in its Form 13F for June 30, 2026. The largest was SCHG, at $506.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.