Atx Financial Planning LLC's Q2 2026 Portfolio Activity
This article summarizes observable purchases and sales by Atx Financial Planning, Llc in their portfolio as of June 30, 2026.
As reported for the period ending June 30, 2026, Atx Financial Planning, Llc's portfolio saw significant changes in specific holdings. The investor increased their stake in several funds while decreasing positions in others and adding new ones.
Significant Purchases This Quarter
Atx Financial Planning demonstrated notable buying activity during Q2 2026, focusing on certain Exchange Traded Funds (ETFs). The investor significantly increased their position in LITMAN GREGORY FDS TR (DBMF), acquiring an additional 34,301 shares. This substantial increase also impacted the fund's allocation within Atx Financial Planning's portfolio.
Furthermore, there were other significant purchases reported for this quarter. The investor notably added ISHARES TR (ICSH), increasing their holdings by 29,157 shares and boosting its portfolio weight significantly.
Atx Financial Planning also showed strong interest in DBX ETF TR (DBEF), acquiring more than 19,000 additional shares during the quarter. Another purchase was observed in ISHARES TR (FALN) and VANGUARD WORLD FD (VGT), although the latter's increase was unusually large in percentage terms.
Sales or Reductions of Top Holdings
Conversely, Atx Financial Planning also reduced their positions in some previously significant holdings. A key example is VANGUARD SCOTTSDALE FDS (VGIT), where the investor sold a substantial number of shares, decreasing the holding by 16.7% compared to the previous quarter.
Additionally, Atx Financial Planning disposed of or significantly reduced their position in INVESCO EXCHANGE TRADED FD T (XMMO), which saw a decrease in shares held by 10 units.
Other Portfolio Changes
The investor also made adjustments to other positions during the quarter. For instance, Atx Financial Planning increased their holdings of INVESCO EXCH TRADED FD TR II (IPKW) by 97% in terms of percentage change from the prior period.
Other changes included a decrease in shares for SPDR SERIES TRUST (SPLG), despite an increase in absolute share count, and adjustments to funds like BLACKROCK ETF TRUST II (CLOA) and PUTNAM ETF TRUST (PVAL)", which saw increases.
No Disclosures for Certain Activities
The provided data does not indicate any changes in the number of holdings or shifts into major sectors outside 'Unknown' as per the filing. There were no large-scale sales activities reported by Atx Financial Planning during this quarter, although they did exit some positions entirely.