ATX Financial Planning, LLC — 13F holdings

ATX Financial Planning, LLC reported 79 holdings worth $156M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. BALT INNOVATOR ETFS TRUST — $16.5M (10.5%)
  2. SPYM SPDR SERIES TRUST — $13.4M (8.5%)
  3. QQQM INVESCO EXCH TRADED FD TR II — $10.4M (6.6%)
  4. ICSH ISHARES TR — $7.71M (4.9%)
  5. PVAL PUTNAM ETF TRUST — $6.57M (4.2%)
  6. IVV ISHARES TR — $6.02M (3.8%)
  7. PYLD PIMCO ETF TR — $5.26M (3.4%)
  8. CLOA BLACKROCK ETF TRUST II — $4.96M (3.2%)
  9. XUSP INNOVATOR ETFS TRUST — $4.77M (3.0%)
  10. QFLR INNOVATOR ETFS TRUST — $4.77M (3.0%)