Institutions / ATX Financial Planning, LLC
ATX Financial Planning, LLC
CIK 2111013 · Institution · as of Dec 31, 2025
Portfolio value
$129.68M
Positions
87
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 87 →
| Company | Value | % of portfolio |
|---|---|---|
| Innovator Etfs Trust | $11.92M | 9.2% |
| Innovator Etfs Trust | $9.09M | 7.0% |
| Innovator Etfs Trust | $7.58M | 5.8% |
| Invesco Exch Traded Fd Tr II | $7.04M | 5.4% |
| iShares Tr | $6.27M | 4.8% |
| SPDR Series Trust | $4.99M | 3.9% |
| Innovator Etfs Trust | $4.74M | 3.7% |
| Innovator Etfs Trust | $4.17M | 3.2% |
| Invesco Exchange Traded Fd T | $3.68M | 2.8% |
| iShares Tr | $3.20M | 2.5% |
| iShares Gold Tr | $2.73M | 2.1% |
| Vanguard Index Fds | $2.20M | 1.7% |
| Vanguard Tax-Managed Fds | $2.18M | 1.7% |
| ProShares Tr | $2.06M | 1.6% |
| Vanguard Scottsdale Fds | $2.03M | 1.6% |
| NVIDIA Corp | $2.00M | 1.5% |
| Apple Inc. | $1.85M | 1.4% |
| Vanguard Index Fds | $1.73M | 1.3% |
| Invesco Exch Traded Fd Tr II | $1.66M | 1.3% |
| WisdomTree Tr | $1.54M | 1.2% |
| iShares Tr | $1.51M | 1.2% |
| Invesco Qqq Tr | $1.49M | 1.2% |
| Grayscale Bitcoin Mini Tr Et | $1.48M | 1.1% |
| Microsoft Corp | $1.48M | 1.1% |
| Calamos ETF Tr | $1.46M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.