Avantax Planning Partners Inc Portfolio Changes in Q3 2026

As reported on InsiderSet, Avantax Planning Partners, Inc managed a substantial portfolio valued at $3.99 billion as of June 30th, 2026.

The firm's holdings underwent notable changes during the quarter, with several positions seeing significant increases or decreases in allocation and share count:

• Virgin Galactic Holdings Inc (SPCE) entered the portfolio for the first time this quarter, representing a new position. This stock is categorized under Industrials.
• The SCHWAB STRATEGIC TR funds saw substantial activity: SCHF increased by 4.21%, SCHZ grew by 3.43%, while SCHG and SCHV experienced slight decreases of -0.53% and -0.04% respectively in share count.
• SPDR Series Trust ETFs (SPTL, SPYV) also saw changes: SPTL increased its allocation by 5.4%, while SPYV decreased slightly by -6.57%.
• JPMorgan Exchange-Traded Funds showed varied movements: JPIB and JMUB were new positions, while JPEF experienced a significant increase in shares (+291.42%).

Significant buying activity was observed for several stocks:

• IWF (iShares Core Small-Cap Growth ETF) saw its share count increase by 269,856 units and allocation percentage jump to 1.12%. You can find more details about this fund at InsiderSet.
• VGT (Vanguard FTSE Socially Responsible ETF) experienced a massive increase of 48,285 shares and its allocation percentage surged by an incredible +682.09% to 0.16%. Check out the stock details at InsiderSet.
• JPMorgan ETFs were heavily bought: JPIB increased by 85,179 shares (+3.5% allocation), JMUB was added with a +7.6% increase in shares and allocation percentage.

Conversely, the investor disposed of some holdings:

• SCHWAB STRATEGIC TR SCHD decreased its share count by -113,542 units (-2.06%) and allocation percentage to 4.26%. See it at InsiderSet.
• The SPYV ETF saw a decrease in share count by -35,789 units (-6.57%) and allocation percentage to 0.77%. More information is available at Insiderset.

The portfolio's sector allocations also shifted during the quarter:

• Technology remains a strong focus with an allocation of $181.37M or 4.55%. Healthcare and Industrials are other significant sectors.
• Financial Services, Energy, Consumer Defensive, and Communication Services show allocations in the range of $66.43M to $29.36M (1.66% - 0.74%).
• The largest portion remains unallocated or 'Unknown' at $3.37B (84.49%), followed by Consumer Cyclical and Utilities.