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ATX Financial Planning

Latest statistics and disclosures from ATX Financial Planning's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002111013

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Positions held by ATX Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ATX Financial Planning

ATX Financial Planning holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	9.2	$12M	348k	34.28	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	7.0	$9.1M	271k	33.51	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	5.8	$7.6M	206k	36.86	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.4	$7.0M	28k	252.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.8	$6.3M	9.2k	684.96	View chart
Spdr Series Trust State Street Spd (SPYM)	3.9	$5.0M	62k	80.22	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	3.7	$4.7M	177k	26.84	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	3.2	$4.2M	88k	47.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.8	$3.7M	27k	138.46	View chart
Ishares Tr Core Div Grwth (DGRO)	2.5	$3.2M	46k	69.42	View chart
Ishares Gold Tr Ishares New (IAU)	2.1	$2.7M	34k	81.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$2.2M	6.6k	335.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$2.2M	35k	62.47	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	1.6	$2.1M	39k	52.72	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.6	$2.0M	34k	59.93	View chart
NVIDIA Corporation (NVDA)	1.5	$2.0M	11k	186.50	View chart
Apple (AAPL)	1.4	$1.8M	6.8k	271.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$1.7M	6.7k	257.95	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.3	$1.7M	14k	119.32	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.2	$1.5M	17k	89.43	View chart
Ishares Tr Top 20 U S Stock (TOPT)	1.2	$1.5M	49k	31.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$1.5M	2.4k	614.35	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	1.1	$1.5M	38k	38.73	View chart
Microsoft Corporation (MSFT)	1.1	$1.5M	3.1k	483.61	View chart
Calamos Etf Tr Callmos Bit Stru (CBOJ)	1.1	$1.5M	61k	24.05	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	1.1	$1.4M	45k	32.05	View chart
Vanguard World Inf Tech Etf (VGT)	1.1	$1.4M	1.9k	753.74	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	1.1	$1.4M	27k	51.74	View chart
Invesco Actively Managed Exc Invesco Top Qqq (QBIG)	1.0	$1.3M	35k	38.47	View chart
Abbott Laboratories (ABT)	1.0	$1.3M	11k	125.29	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$1.2M	15k	79.73	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.9	$1.2M	26k	45.57	View chart
Apollo Global Mgmt (APO)	0.9	$1.2M	8.1k	144.76	View chart
Blackstone Group Inc Com Cl A (BX)	0.9	$1.1M	7.3k	154.14	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.8	$1.1M	39k	28.06	View chart
Broadcom (AVGO)	0.8	$1.1M	3.1k	346.07	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.8	$1.0M	21k	48.11	View chart
Calamos Etf Tr Bitcoin Structrd (CBOY)	0.8	$1.0M	41k	24.58	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.8	$985k	3.3k	301.15	View chart
Spdr Series Trust State Street Spd (SPYG)	0.7	$942k	8.8k	106.70	View chart
Ishares Tr Large Cap Max Bu (DMAX)	0.7	$929k	35k	26.67	View chart
Meta Platforms Cl A (META)	0.7	$874k	1.3k	660.02	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.6	$829k	26k	32.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$807k	11k	74.07	View chart
Kkr & Co (KKR)	0.6	$806k	6.3k	127.47	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.6	$804k	15k	55.57	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$785k	7.6k	103.56	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$755k	1.00	754800.00	View chart
Calamos Etf Tr Calamos Bit 80 S (CBTJ)	0.6	$743k	34k	21.88	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$735k	8.3k	88.49	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$692k	15k	46.81	View chart
Spdr Series Trust State Street Spd (XSD)	0.5	$663k	2.1k	321.55	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.5	$596k	24k	24.76	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.4	$582k	20k	29.36	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.4	$558k	13k	43.26	View chart
Constellation Energy (CEG)	0.4	$558k	1.6k	353.35	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$511k	6.8k	75.05	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$452k	11k	42.69	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$431k	8.7k	49.65	View chart
Ishares Tr Global Tech Etf (IXN)	0.3	$427k	4.1k	105.00	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.3	$421k	11k	39.04	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$409k	9.5k	42.87	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.3	$378k	9.9k	38.06	View chart
Costco Wholesale Corporation (COST)	0.3	$375k	435.00	862.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$371k	544.00	681.92	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$369k	4.0k	91.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.3	$355k	7.9k	45.09	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$339k	3.0k	113.87	View chart
Wisdomtree Tr Wsdm Emktbd Fd (EMCB)	0.3	$339k	5.1k	66.47	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.3	$339k	13k	27.21	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.3	$337k	12k	27.20	View chart
Amazon (AMZN)	0.3	$332k	1.4k	230.82	View chart
Tidal Trust Iii Vistashares Arti (AIS)	0.2	$303k	8.0k	37.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$302k	7.0k	43.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$301k	6.5k	46.43	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.2	$298k	3.0k	100.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$296k	6.5k	45.51	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$295k	1.1k	269.18	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.2	$293k	13k	22.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$286k	7.0k	40.72	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.2	$273k	4.4k	62.37	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$251k	2.1k	118.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$222k	5.0k	44.41	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.2	$219k	1.9k	114.66	View chart
Calamos Etf Tr Bitcn Strct Alt (CBOO)	0.2	$215k	8.8k	24.46	View chart
Calamos Etf Tr Bitcoin 90 Ser (CBXO)	0.2	$214k	9.3k	22.89	View chart
Calamos Etf Tr Calamos Bit 90 S (CBXJ)	0.2	$206k	9.1k	22.67	View chart

Past Filings by ATX Financial Planning

SEC 13F filings are viewable for ATX Financial Planning going back to 2025

ATX Financial Planning 2025 Q4 filed Feb. 19, 2026

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