Avantax Advisory Services, Inc. 13F Holdings · last filed Q2 2025
Avantax Advisory Services, Inc. reported 2,359 securities worth $18.20B in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: IVV (6.29%), VONG (6.08%), AGG (5.05%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $1.14B | 6.29% | 1.8M | Trimmed |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | $1.11B | 6.08% | 10.1M | Trimmed |
| 3 | AGG | ISHARES TR | $919.1M | 5.05% | 9.3M | Added |
| 4 | SCHD | SCHWAB STRATEGIC TR | $753.6M | 4.14% | 28.4M | Added |
| 5 | VTV | VANGUARD INDEX FDS | $583.4M | 3.21% | 3.3M | Trimmed |
| 6 | IEFA | ISHARES TR | $549.8M | 3.02% | 6.6M | Trimmed |
| 7 | VUG | VANGUARD INDEX FDS | $296.5M | 1.63% | 676,316 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $294.2M | 1.62% | 1.9M | Added |
| 9 | QQQ | INVESCO QQQ TR | $269.9M | 1.48% | 489,209 | Added |
| 10 | SPY | SPDR S&P 500 ETF TR | $267.8M | 1.47% | 433,504 | Added |
| 11 | MSFT | MICROSOFT CORP | $258.2M | 1.42% | 519,005 | Added |
| 12 | AAPL | APPLE INC | $254.3M | 1.40% | 1.2M | Trimmed |
| 13 | IWM | ISHARES TR | $197.8M | 1.09% | 916,552 | Added |
| 14 | AMZN | AMAZON COM INC | $169.3M | 0.93% | 771,600 | Added |
| 15 | SCHG | SCHWAB STRATEGIC TR | $159.7M | 0.88% | 5.5M | Added |
| 16 | IEMG | ISHARES INC | $128.8M | 0.71% | 2.1M | Added |
| 17 | IWF | ISHARES TR | $129.8M | 0.71% | 305,748 | Added |
| 18 | IVE | ISHARES TR | $109.5M | 0.60% | 560,577 | Added |
| 19 | SPTL | SPDR SERIES TRUST | $109.3M | 0.60% | 4.1M | Added |
| 20 | VOO | VANGUARD INDEX FDS | $109.0M | 0.60% | 191,870 | Added |
| 21 | COWZ | PACER FDS TR | $106.5M | 0.59% | 1.9M | Trimmed |
| 22 | IJR | ISHARES TR | $106.5M | 0.59% | 974,377 | Added |
| 23 | IVW | ISHARES TR | $105.5M | 0.58% | 958,227 | Trimmed |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $104.2M | 0.57% | 214,602 | Added |
| 25 | MUB | ISHARES TR | $98.5M | 0.54% | 943,092 | Trimmed |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR