Avantax Planning Partners, Inc. Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$3.6T
Holdings
437
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (437 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EEMISHARES TR | 66,818 | $3.0B | 0.08% | |
| 102 | TJXTJX COS INC NEW | 19,982 | $3.0B | 0.08% | |
| 103 | OKEONEOK INC NEW | 45,466 | $3.0B | 0.08% | |
| 104 | WMTWALMART INC | 30,978 | $3.0B | 0.08% | |
| 105 | VLUEISHARES TR | 25,669 | $3.0B | 0.08% | |
| 106 | XLKSELECT SECTOR SPDR TR | 21,648 | $3.0B | 0.08% | |
| 107 | SPYMSPDR SERIES TRUST | 44,969 | $3.0B | 0.08% | |
| 108 | GOOGALPHABET INC | 9,734 | $3.0B | 0.08% | |
| 109 | MTBM & T BK CORP | 19,361 | $3.0B | 0.08% | |
| 110 | CASYCASEYS GEN STORES INC | 7,176 | $3.0B | 0.08% | |
| 111 | SLDESLIDE INS HLDGS INC | 168,368 | $3.0B | 0.08% | |
| 112 | SOSOUTHERN CO | 38,836 | $3.0B | 0.08% | |
| 113 | XYLDGLOBAL X FDS | 91,338 | $3.0B | 0.08% | |
| 114 | PG4PRINCIPAL FINANCIAL GROUP IN | 35,389 | $3.0B | 0.08% | |
| 115 | VTIVANGUARD INDEX FDS | 10,834 | $3.0B | 0.08% | |
| 116 | CATCATERPILLAR INC | 6,849 | $3.0B | 0.08% | |
| 117 | VEAVANGUARD TAX-MANAGED FDS | 45,243 | $2.0B | 0.06% | |
| 118 | TMOTHERMO FISHER SCIENTIFIC INC | 5,066 | $2.0B | 0.06% | |
| 119 | AMATAPPLIED MATLS INC | 8,899 | $2.0B | 0.06% | |
| 120 | VOOVANGUARD INDEX FDS | 3,775 | $2.0B | 0.06% | |
| 121 | COPCONOCOPHILLIPS | 30,991 | $2.0B | 0.06% | |
| 122 | BNDVANGUARD BD INDEX FDS | 37,914 | $2.0B | 0.06% | |
| 123 | IDV*ISHARES TR | 55,413 | $2.0B | 0.06% | |
| 124 | IWDISHARES TR | 9,925 | $2.0B | 0.06% | |
| 125 | AMDADVANCED MICRO DEVICES INC | 12,057 | $2.0B | 0.06% | |
| 126 | DHSWISDOMTREE TR | 22,580 | $2.0B | 0.06% | |
| 127 | LRCXLAM RESEARCH CORP | 11,738 | $2.0B | 0.06% | |
| 128 | GQ9SPDR GOLD TR | 7,369 | $2.0B | 0.06% | |
| 129 | ABTABBOTT LABS | 19,264 | $2.0B | 0.06% | |
| 130 | KMBKIMBERLY-CLARK CORP | 26,841 | $2.0B | 0.06% | |
| 131 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.0B | 0.03% | |
| 132 | WKWORKIVA INC | 16,640 | $1.0B | 0.03% | |
| 133 | SCHBSCHWAB STRATEGIC TR | 53,540 | $1.0B | 0.03% | |
| 134 | DFAXDIMENSIONAL ETF TRUST | 32,306 | $1.0B | 0.03% | |
| 135 | ISRGINTUITIVE SURGICAL INC | 1,950 | $1.0B | 0.03% | |
| 136 | NFLXNETFLIX INC | 16,158 | $1.0B | 0.03% | |
| 137 | SUSAISHARES TR | 11,775 | $1.0B | 0.03% | |
| 138 | LINLINDE PLC | 4,286 | $1.0B | 0.03% | |
| 139 | MCKMCKESSON CORP | 1,916 | $1.0B | 0.03% | |
| 140 | ACNACCENTURE PLC IRELAND | 4,698 | $1.0B | 0.03% | |
| 141 | XFEBFIRST TR EXCH TRADED FD III | 95,264 | $1.0B | 0.03% | |
| 142 | MAMASTERCARD INCORPORATED | 2,498 | $1.0B | 0.03% | |
| 143 | FTCSFIRST TR EXCHANGE-TRADED FD | 12,587 | $1.0B | 0.03% | |
| 144 | UBERUBER TECHNOLOGIES INC | 15,404 | $1.0B | 0.03% | |
| 145 | CRMSALESFORCE INC | 6,239 | $1.0B | 0.03% | |
| 146 | ADBEADOBE INC | 5,012 | $1.0B | 0.03% | |
| 147 | IBTGISHARES TR | 57,906 | $1.0B | 0.03% | |
| 148 | PHPARKER-HANNIFIN CORP | 2,010 | $1.0B | 0.03% | |
| 149 | UCONFIRST TR EXCHNG TRADED FD VI | 77,596 | $1.0B | 0.03% | |
| 150 | JPIEJ P MORGAN EXCHANGE TRADED F | 28,192 | $1.0B | 0.03% | |
| 151 | TAT&T INC | 53,575 | $1.0B | 0.03% | |
| 152 | 4I1PHILIP MORRIS INTL INC | 10,930 | $1.0B | 0.03% | |
| 153 | EFAISHARES TR | 11,166 | $1.0B | 0.03% | |
| 154 | DYHTARGET CORP | 11,891 | $1.0B | 0.03% | |
| 155 | SDYSPDR SERIES TRUST | 10,279 | $1.0B | 0.03% | |
| 156 | PLTRPALANTIR TECHNOLOGIES INC | 9,032 | $1.0B | 0.03% | |
| 157 | EMREMERSON ELEC CO | 9,764 | $1.0B | 0.03% | |
| 158 | ADMARCHER DANIELS MIDLAND CO | 32,884 | $1.0B | 0.03% | |
| 159 | NOWSERVICENOW INC | 8,245 | $1.0B | 0.03% | |
| 160 | AVGEAMERICAN CENTY ETF TR | 12,701 | $1.0B | 0.03% | |
| 161 | EFGISHARES TR | 9,057 | $1.0B | 0.03% | |
| 162 | RTXRTX CORPORATION | 7,422 | $1.0B | 0.03% | |
| 163 | FFORD MTR CO | 81,586 | $1.0B | 0.03% | |
| 164 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,805 | $1.0B | 0.03% | |
| 165 | UNHUNITEDHEALTH GROUP INC | 5,979 | $1.0B | 0.03% | |
| 166 | LNTALLIANT ENERGY CORP | 28,148 | $1.0B | 0.03% | |
| 167 | MMM3M CO | 8,141 | $1.0B | 0.03% | |
| 168 | TTTRANE TECHNOLOGIES PLC | 2,668 | $1.0B | 0.03% | |
| 169 | IVVISHARES TR | 1,886 | $1.0B | 0.03% | |
| 170 | HYGISHARES TR | 13,329 | $1.0B | 0.03% | |
| 171 | CRWDCROWDSTRIKE HLDGS INC | 2,175 | $1.0B | 0.03% | |
| 172 | BKNGBOOKING HOLDINGS INC | 299 | $1.0B | 0.03% | |
| 173 | IWMISHARES TR | 6,995 | $1.0B | 0.03% | |
| 174 | PSXPHILLIPS 66 | 14,388 | $1.0B | 0.03% | |
| 175 | PRFINVESCO EXCHANGE TRADED FD T | 31,127 | $1.0B | 0.03% | |
| 176 | NEENEXTERA ENERGY INC | 18,434 | $1.0B | 0.03% | |
| 177 | PGXINVESCO EXCH TRADED FD TR II | 170,293 | $1.0B | 0.03% | |
| 178 | SCHXSCHWAB STRATEGIC TR | 42,715 | $1.0B | 0.03% | |
| 179 | IJKISHARES TR | 19,617 | $1.0B | 0.03% | |
| 180 | VGTVANGUARD WORLD FD | 2,258 | $1.0B | 0.03% | |
| 181 | GPCGENUINE PARTS CO | 11,587 | $1.0B | 0.03% | |
| 182 | DFUSDIMENSIONAL ETF TRUST | 15,830 | $1.0B | 0.03% | |
| 183 | WSBCWESBANCO INC | 48,357 | $1.0B | 0.03% | |
| 184 | EPDENTERPRISE PRODS PARTNERS L | 42,070 | $1.0B | 0.03% | |
| 185 | VYMIVANGUARD WHITEHALL FDS | 19,605 | $1.0B | 0.03% | |
| 186 | IXUSISHARES TR | 14,732 | $1.0B | 0.03% | |
| 187 | ROKROCKWELL AUTOMATION INC | 4,118 | $1.0B | 0.03% | |
| 188 | IVEISHARES TR | 7,869 | $1.0B | 0.03% | |
| 189 | INTUINTUIT | 1,549 | $1.0B | 0.03% | |
| 190 | IJHISHARES TR | 17,927 | $1.0B | 0.03% | |
| 191 | BKHBLACK HILLS CORP | 25,817 | $1.0B | 0.03% | |
| 192 | UNPUNION PAC CORP | 4,830 | $1.0B | 0.03% | |
| 193 | VUGVANGUARD INDEX FDS | 2,352 | $1.0B | 0.03% | |
| 194 | BPBP PLC | 6,401 | $0 | 0.00% | |
| 195 | UMBFUMB FINL CORP | 1,986 | $0 | 0.00% | |
| 196 | EMLPFIRST TR EXCHANGE-TRADED FD | 8,503 | $0 | 0.00% | |
| 197 | AVLVAMERICAN CENTY ETF TR | 5,649 | $0 | 0.00% | |
| 198 | IBMPISHARES TR | 13,043 | $0 | 0.00% | |
| 199 | HSYHERSHEY CO | 1,867 | $0 | 0.00% | |
| 200 | STZCONSTELLATION BRANDS INC | 4,262 | $0 | 0.00% |