ATX Financial Planning, LLC Q2 2026 Filing
Filed August 20, 2026
Portfolio Value
$106.4B
Holdings
83
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (83 positions)
| Stock | Value |
|---|---|
DDTOINNOVATOR ETFS TRUST | $12.0B |
QFLRINNOVATOR ETFS TRUST | $11.2B |
SPYMSPDR SERIES TRUST | $8.4B |
SFLRINNOVATOR ETFS TRUST | $7.8B |
VGITVANGUARD SCOTTSDALE FDS | $6.7B |
CLOABLACKROCK ETF TRUST II | $6.0B |
PVALPUTNAM ETF TRUST | $5.4B |
XUSPINNOVATOR ETFS TRUST | $4.7B |
DBEFDBX ETF TR | $2.8B |
IAU*ISHARES GOLD TR | $2.8B |
ICSHISHARES TR | $2.8B |
DBMFLITMAN GREGORY FDS TR | $2.8B |
BFRZINNOVATOR ETFS TRUST | $2.6B |
FALNISHARES TR | $2.5B |
SCCRSCHWAB STRATEGIC TR | $2.0B |
AQLTISHARES TR | $1.8B |
QBIGINVESCO ACTIVELY MANAGED EXC | $1.5B |
AISTIDAL TRUST III | $1.5B |
AVDEAMERICAN CENTY ETF TR | $1.5B |
IPKWINVESCO EXCH TRADED FD TR II | $1.4B |
VEAVANGUARD TAX-MANAGED FDS | $1.3B |
DGROISHARES TR | $1.2B |
BTCGRAYSCALE BITCOIN MINI TR ET | $1.1B |
DMAXISHARES TR | $1.1B |
IFLRINNOVATOR ETFS TRUST | $1.0B |
ABTABBOTT LABORATORIES | $971.7M |
XLUSELECT SECTOR SPDR TR | $962.7M |
DGRWWISDOMTREE TR | $718.4M |
HEQTSIMPLIFY EXCHANGE TRADED FUN | $671.1M |
QTOPISHARES TR | $640.9M |
ETHGRAYSCALE ETHEREUM STAKING | $602.3M |
KKRKKR & CO INC | $589.1M |
UJANINNOVATOR ETFS TRUST | $585.0M |
SPHQINVESCO EXCHANGE TRADED FD T | $559.4M |
CBTLCALAMOS ETF TR | $529.0M |
CPAINORTHERN LTS FD TR III | $488.8M |
CBOYCALAMOS ETF TR | $424.6M |
RSPTINVESCO EXCHANGE TRADED FD T | $420.4M |
CPHYRBB FD INC | $399.2M |
FNDXSCHWAB STRATEGIC TR | $379.2M |
UNOVINNOVATOR ETFS TRUST | $369.2M |
CBOLCALAMOS ETF TR | $361.1M |
CBOJCALAMOS ETF TR | $343.2M |
DDECFIRST TR EXCHNG TRADED FD VI | $339.9M |
PJULINNOVATOR ETFS TRUST | $326.8M |
IBITISHARES BITCOIN TRUST ETF | $292.5M |
XMLVINVESCO EXCH TRADED FD TR II | $290.7M |
PDECINNOVATOR ETFS TRUST | $257.1M |
UOCTINNOVATOR ETFS TRUST | $226.9M |
SHYGISHARES TR | $222.1M |
DDTOINNOVATOR ETFS TRUST | $209.4M |
ZALTINNOVATOR ETFS TRUST | $204.2M |
QQQMINVESCO EXCH TRADED FD TR II | $8.5M |
IVVISHARES TR | $6.2M |
XMMOINVESCO EXCHANGE TRADED FD T | $4.3M |
KLMNINVESCO EXCH TRADED FD TR II | $2.6M |
VTIVANGUARD INDEX FDS | $2.4M |
SHVISHARES TR | $2.0M |
NVDANVIDIA CORPORATION | $1.9M |
SOXXISHARES TR | $1.9M |
VGTVANGUARD WORLD FD | $1.7M |
AAPLAPPLE INC | $1.7M |
NDQINVESCO QQQ TR | $1.2M |
XSDSPDR SERIES TRUST | $1.2M |
AVGOBROADCOM INC | $1.0M |
MSFTMICROSOFT CORP | $1.0M |
APOAPOLLO GLOBAL MGMT INC | $930K |
BXBLACKSTONE INC | $869K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $749K |
MOATVANECK ETF TRUST | $534K |
XLVSELECT SECTOR SPDR TR | $491K |
ARKQARK ETF TR | $411K |
IXNISHARES TR | $359K |
SPYSTATE STR SPDR S&P 500 ETF T | $358K |
SPYGSPDR SERIES TRUST | $338K |
VBVANGUARD INDEX FDS | $327K |
FDNFIRST TR EXCHANGE-TRADED FD | $290K |
CPAGRBB FD INC | $277K |
EQWLINVESCO EXCHANGE TRADED FD T | $274K |
SPGPINVESCO EXCHANGE TRADED FD T | $264K |
CEGCONSTELLATION ENERGY CORP | $263K |
COSTCOSTCO WHOLESALE CORPORATION | $230K |
AMZNAMAZON COM INC | $223K |