ATX Financial Planning, LLC
All holdings · as of Dec 31, 2025
| 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% |
| SIMPLIFY EXCHANGE TRADED FUN | $1.44M | 1.1% |
| VANGUARD WORLD FD | $1.42M | 1.1% |
| BLACKROCK ETF TRUST II | $1.37M | 1.1% |
| INVESCO ACTIVELY MANAGED EXC | $1.34M | 1.0% |
| ABBOTT LABORATORIES | $1.34M | 1.0% |
| VANGUARD SCOTTSDALE FDS | $1.23M | 0.9% |
| PUTNAM ETF TRUST | $1.20M | 0.9% |
| Apollo Global Management, Inc. | $1.17M | 0.9% |
| Blackstone Inc | $1.13M | 0.9% |
| GRAYSCALE ETHEREUM MINI TR E | $1.10M | 0.8% |
| Broadcom Inc. | $1.06M | 0.8% |
| DBX ETF TR | $1.01M | 0.8% |
| CALAMOS ETF TR | $1.00M | 0.8% |
| ISHARES TR | $984.8K | 0.8% |
| SPDR SERIES TRUST | $941.7K | 0.7% |
| ISHARES TR | $928.8K | 0.7% |
| Meta Platforms Inc | $873.9K | 0.7% |
| INNOVATOR ETFS TRUST | $829.1K | 0.6% |
| VANGUARD BD INDEX FDS | $806.8K | 0.6% |
| KKR & Co. Inc. | $806.1K | 0.6% |
| INVESCO EXCH TRADED FD TR II | $803.5K | 0.6% |
| VANECK ETF TRUST | $784.6K | 0.6% |
| BERKSHIRE HATHAWAY INC DEL | $754.8K | 0.6% |
| CALAMOS ETF TR | $742.5K | 0.6% |
| VANGUARD INDEX FDS | $735.4K | 0.6% |