13F
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Avantax Planning Partners, Inc.

13F equity value
$3.6B
Positions
435
Top 10 concentration
49.9%
Quarters / total new picks
32 / 1,777
13F equity value over time
$0M$2B$4B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 32 quarters, returned +4.8% per quarter — versus +2.7% per quarter from simply owning every 13F stock. It beat that baseline in only 59.4% of quarters (excess t = 1.85, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+5.3%
t-stat
1.85
Quarterly win rate
59%
Annualized excess
+8.1%
$1 → follow vs universe
$3.68 vs $2.09
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120200930: universe 1.48520201231: universe 1.55320210331: universe 1.56620210630: universe 1.69220210930: universe 1.51920211231: universe 1.29220220331: universe 1.38720220630: universe 1.28520220930: universe 1.38120221231: universe 1.28220230331: universe 1.35120230630: universe 1.30320230930: universe 1.47920231231: universe 1.54520240331: universe 1.58020240630: universe 1.72320240930: universe 1.70820241231: universe 1.59420250331: universe 1.73820250630: universe 1.79320250930: universe 2.01620251231: universe 2.085 20180331: follow 1.04120180630: follow 1.13720180930: follow 1.18820181231: follow 1.24620190331: follow 1.24020190630: follow 1.30020190930: follow 1.41120191231: follow 1.14720200331: follow 1.75620200630: follow 2.16420200930: follow 2.23420201231: follow 2.35720210331: follow 2.30720210630: follow 2.41920210930: follow 2.30220211231: follow 1.89720220331: follow 1.92520220630: follow 1.87020220930: follow 1.92820221231: follow 1.95820230331: follow 2.08620230630: follow 1.97320230930: follow 2.23220231231: follow 2.44120240331: follow 2.56520240630: follow 3.02020240930: follow 2.99320241231: follow 2.79620250331: follow 2.75520250630: follow 3.16920250930: follow 3.32220251231: follow 3.677 0.84 2.40 3.97 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 435 · 2026 Q1

Ticker Value Weight QoQ
SCHG $438M
12.0%
HOLD
SCHV $312M
8.6%
HOLD
SCHF $181M
5.0%
HOLD
SCHZ $179M
4.9%
ADD
SCHD $169M
4.6%
TRIM
JPEF $128M
3.5%
NEW
JPIB $116M
3.2%
ADD
SPTL $113M
3.1%
ADD
AVUV $95M
2.6%
HOLD
AVEM $87M
2.4%
TRIM
CWI $84M
2.3%
HOLD
JCPB $79M
2.2%
ADD
MDYV $78M
2.1%
ADD
JMUB $62M
1.7%
HOLD
MUB $53M
1.4%
HOLD
FMB $43M
1.2%
HOLD
HYMB $42M
1.1%
HOLD
IWF $39M
1.1%
ADD
IDOG $39M
1.1%
HOLD
VOO $39M
1.1%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.