Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ATX Financial Planning, LLC (CIK 2111013) reported $151.1M across 83 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BALT ($12.0M, 7.93%), QFLR ($11.2M, 7.39%), QQQM ($8.5M, 5.64%), SPYM ($8.4M, 5.57%), SFLR ($7.8M, 5.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BALT | INNOVATOR ETFS TRUST | $12.0M | 7.93% | 349,729 | Added |
| 2 | QFLR | INNOVATOR ETFS TRUST | $11.2M | 7.39% | 306,223 | Trimmed |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $8.5M | 5.64% | 28,113 | Added |
| 4 | SPYM | SPDR SERIES TRUST | $8.4M | 5.57% | 95,848 | Added |
| 5 | SFLR | INNOVATOR ETFS TRUST | $7.8M | 5.19% | 203,220 | Trimmed |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $6.7M | 4.43% | 113,411 | Trimmed |
| 7 | IVV | ISHARES TR | $6.2M | 4.08% | 8,239 | Added |
| 8 | CLOA | BLACKROCK ETF TRUST II | $6.0M | 3.97% | 115,525 | Added |
| 9 | PVAL | PUTNAM ETF TRUST | $5.4M | 3.59% | 106,318 | Added |
| 10 | XUSP | INNOVATOR ETFS TRUST | $4.7M | 3.10% | 89,058 | Trimmed |
| 11 | XMMO | INVESCO EXCHANGE TRADED FD T | $4.3M | 2.86% | 25,433 | Trimmed |
| 12 | DBEF | DBX ETF TR | $2.8M | 1.88% | 52,099 | Added |
| 13 | IAU | ISHARES GOLD TR | $2.8M | 1.86% | 37,203 | Added |
| 14 | ICSH | ISHARES TR | $2.8M | 1.83% | 54,527 | Added |
| 15 | DBMF | LITMAN GREGORY FDS TR | $2.8M | 1.82% | 90,085 | Added |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | $2.6M | 1.72% | 16,092 | Added |
| 17 | BFRZ | INNOVATOR ETFS TRUST | $2.6M | 1.71% | 95,746 | Trimmed |
| 18 | FALN | ISHARES TR | $2.5M | 1.68% | 93,146 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $2.4M | 1.56% | 6,357 | Trimmed |
| 20 | SHV | ISHARES TR | $2.0M | 1.34% | 18,289 | New |
| 21 | SCCR | SCHWAB STRATEGIC TR | $2.0M | 1.30% | 77,031 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $1.9M | 1.27% | 9,613 | Added |
| 23 | SOXX | ISHARES TR | $1.9M | 1.25% | 2,939 | Trimmed |
| 24 | TOPT | ISHARES TR | $1.8M | 1.19% | 54,670 | Trimmed |
| 25 | VGT | VANGUARD WORLD FD | $1.7M | 1.14% | 14,357 | Added |
Source: SEC Form 13F filings · as of 2026-06-30