Avantax Planning Partners, Inc.
•CIK: 1005441•Filing: Q4 2025
Avantax Planning Partners, Inc., managed by the seasoned team of Avantax Capital, maintains a concentrated portfolio with a focus on high-quality, dividend-paying stocks, currently holding 437 positions and managing $3.6 billion in assets. The fund has recently adjusted its holdings by adding Bionovo Pharmaceuticals, Vertex Pharmaceuticals, and Boston Scientific, while cutting significant positions in Vericel Corporation and Visteon, and notably increasing its stake in Costco Wholesale and Casella Waste Systems.
Total AUM
$3.6B
QoQ Performance
+2.5%
Positions
286
Top 10 Concentration
54.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
SCHV
SCHD
SCHG13.6%
SCHV8.4%
SCHD7.8%
SCHZ4.9%
SCHF4.8%
JPIB3.2%
SPTL3.1%
AVUV2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.2%
Technology4.6%
Healthcare2.0%
Financial1.6%
Consumer1.5%
Industrial1.0%
Consumer Staples0.8%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$1.3M
+234 more exited positions
Changes from Q3 2025
NEW1 new position
↑87 increased
↓108 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023