ATX Financial Planning, LLC
ATX Financial Planning, LLC reported 83 positions worth $151.1M as of June 30, 2026 (13F filed August 20, 2026). Largest holding: BALT (7.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BALT | SH | $12.0M | 7.93% | 349,729 | — | — | |
| ▸ 2 | QFLR | SH | $11.2M | 7.39% | 306,223 | — | — | |
| ▸ 3 | QQQM | SH | $8.5M | 5.64% | 28,113 | — | — | |
| ▸ 4 | SPYM | SH | $8.4M | 5.58% | 95,848 | — | — | |
| ▸ 5 | SFLR | SH | $7.8M | 5.19% | 203,220 | — | — | |
| ▸ 6 | VGIT | SH | $6.7M | 4.43% | 113,411 | — | — | |
| ▸ 7 | IVV | SH | $6.2M | 4.08% | 8,239 | — | — | |
| ▸ 8 | CLOA | SH | $6.0M | 3.97% | 115,525 | — | — | |
| ▸ 9 | PVAL | SH | $5.4M | 3.58% | 106,318 | — | — | |
| ▸ 10 | XUSP | SH | $4.7M | 3.10% | 89,058 | — | — |
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Frequently Asked Questions
What stocks does ATX Financial Planning, LLC hold as of Q2 2026?
ATX Financial Planning, LLC reported 83 positions worth $151.1M in its Q2 2026 13F filing. Largest positions: BALT (7.9%), QFLR (7.4%), QQQM (5.6%), SPYM (5.6%) and SFLR (5.2%).
What did ATX Financial Planning, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ATX Financial Planning, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.