Managers / Q2 2025 · view latest →
Avantax Planning Partners, Inc.
CIK 0001005441 · 3390 ASBURY ROAD, DUBUQUE, IA, 52002 · 5635822855
Reported Value
$3.2B
Q2 2025
Positions
447
Filings on Record
30
2019–present window
Filed
Aug 11, 2025
original filing
Summary
Avantax Planning Partners, Inc. reported $3.2B in U.S.-listed holdings across 447 positions for Q2 2025.
Its largest position, SCHG, represents 14.1% of the portfolio.
Compared with Q1 2025, the fund opened 35 new positions and exited 19.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $3.6B | 435 | May 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $3.6B | 437 | Feb 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $3.5B | 438 | Oct 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $3.2B | 447 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $2.8B | 431 | Apr 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $2.8B | 430 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $2.8B | 443 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $3.1B | 471 | Aug 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $3.1B | 465 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.6B | 372 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $2.4B | 362 | Nov 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $2.5B | 372 | Jul 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $2.5B | 377 | Apr 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $2.52T | 367 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $2.2B | 347 | Oct 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $2.3B | 343 | Jul 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $2.5B | 359 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $2.4B | 355 | Jan 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $2.2B | 339 | Oct 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $2.1B | 329 | Aug 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.9B | 314 | May 6, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.9B | 288 | Feb 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.9B | 296 | Oct 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.8B | 280 | Jul 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $1.4B | 276 | Apr 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.7B | 315 | Jan 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $1.6B | 310 | Nov 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $1.5B | 302 | Aug 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $1.4B | 301 | May 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $1.3B | 288 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.