Avantax Planning Partners, Inc.
Avantax Planning Partners, Inc. is a fee-based registered investment advisory firm headquartered in Dubuque, IA, United States, operating since 1996. The firm provides financial planning, portfolio management, pension consulting, and advisory selection services to individuals, high net worth individuals, pooled investment vehicles, pension plans, charitable organizations, and corporations. Avantax Planning Partners is part of the Aretec Group (dba Cetera Holdings), and supports a network of professionals across all 50 states. With over two decades in the industry, they serve a diverse client base with tailored strategies for comprehensive wealth management and tax-intelligent investment planning.
Investment Strategy
Avantax Planning Partners adopts a tax-focused, after-tax wealth management philosophy, integrating comprehensive financial planning and investment advice with clients’ unique tax situations. Their approach involves leveraging technology to deliver investment management, financial planning, and consulting services for individuals, small businesses, and institutions, with strategies tailored to minimize tax liability and maximize after-tax returns. The firm’s independent model provides access to a broad range of investment and insurance products without proprietary sales pressure. Their services encompass long-term wealth management, portfolio construction, and educational financial planning, with a focus on client-centric, holistic solutions.
Latest 13F Filing Activity
Avantax Planning Partners, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 445 equity positions with a total 13F market value of $3B. The fund increased holdings in Schwab Strategic TR, J P Morgan Exchange Traded F, SPDR Index SHS FDS among other positions. Avantax Planning Partners, Inc. reduced exposure to Schwab Strategic TR, Ishares TR, Charter Communications Inc. N among others.
Top Holdings
Equity Positions (445)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 14.09% | $444.2M | 15,205,975 | $9.03 | $29.21 | +$71.4M |
S SCHV | SCHWAB STRATEGIC TR | 8.73% | $275.2M | 9,946,200 | $18.37 | $27.67 | +$8.7M |
S SCHD | SCHWAB STRATEGIC TR | 7.95% | $250.7M | 9,459,398 | $18.82 | $26.50 | -$18.7M |
S SCHZ | SCHWAB STRATEGIC TR | 5.15% | $162.4M | 6,987,851 | $24.39 | $23.24 | +$5.2M |
S SCHF | SCHWAB STRATEGIC TR | 4.40% | $138.8M | 6,279,163 | $17.66 | $22.10 | +$11.4M |
Industry Allocation
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