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Portfolio (Quarterly) Guide ↗

Avantax Planning Partners, Inc.

· CIK 0001005441
13F Portfolio $3.6B AUM 435 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 139 Added 166 Reduced 32 Exited
Page 18 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ESGU ISHARES TR 2,253.0 $319K 0.01% $141.41 +14.5%
342 IBMQ ISHARES TR 12,459.0 $318K 0.01% $25.53 -0.2%
343 XLY SELECT SECTOR SPDR TR 2,906.0 $317K 0.01% $108.98 +8.9%
344 MDLZ MONDELEZ INTL INC Consumer Defensive 5,474.0 $316K 0.01% -2K -28.7% $57.64 +6.7%
345 DVY ISHARES TR 2,082.0 $315K 0.01% $151.41 +1.8%
346 DFAS DIMENSIONAL ETF TRUST 4,409.0 $314K 0.01% $71.13 +8.1%
347 SBUX STARBUCKS CORP Consumer Cyclical 3,463.0 $310K 0.01% -46.0 -1.3% $89.59 +18.9%
348 TKR TIMKEN CO Industrials 3,051.0 $307K 0.01% $100.57 +16.5%
349 NXT NEXTPOWER INC Technology 2,539.0 $306K 0.01% $120.55 +0.4%
350 WDC WESTERN DIGITAL CORP Technology 1,126.0 $305K 0.01% -325.0 -22.4% $270.49 +69.9%
351 ESGD ISHARES TR 3,146.0 $301K 0.01% $95.62 +7.6%
352 FLRN SPDR SERIES TRUST 9,646.0 $297K 0.01% $30.78 +0.1%
353 RPM RPM INTL INC Basic Materials 2,986.0 $297K 0.01% -194.0 -6.1% $99.40 -0.9%
354 TOTALENERGIES SE 3,257.0 $296K 0.01% -3K -45.1% $90.97
355 VNQ VANGUARD INDEX FDS 3,262.0 $289K 0.01% +533.0 +19.5% $88.69 +9.0%
356 BP BP PLC Energy 6,114.0 $287K 0.01% -287.0 -4.5% $47.00 -4.5%
357 MSTR STRATEGY INC Technology 2,294.0 $286K 0.01% +187.0 +8.9% $124.80 +32.1%
358 AVRE AMERICAN CENTY ETF TR 6,499.0 $286K 0.01% +264.0 +4.2% $44.02 +8.7%
359 EXC EXELON CORP Utilities 5,805.0 $285K 0.01% $49.02 -7.5%
360 CMCSA COMCAST CORP NEW Communication Services 9,899.0 $284K 0.01% +1K +14.7% $28.71 -12.6%
Page 18 of 22  ·  435 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.3%
Financial Services 12.8%
Healthcare 12.7%
Industrials 12.1%
Energy 11.4%
Consumer Defensive 9.6%
Consumer Cyclical 7.7%
Communication Services 5.0%
Utilities 2.6%
Basic Materials 0.7%