Will Yousey

Avantax Planning Partners, Inc.

Assets Managed

$3.642B

Holdings

435

Last Quarter

2026 - Q1

Filed Date

3d ago

Growth Rate

1.89%(2Q avg: 2.2%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Avantax Planning Partners, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 435 positions.

Assets under management

The assets under management (AUM) of Avantax Planning Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.642B in assets, with a quarterly growth rate of 1.89% and a 2-quarter average growth rate of 2.2%. The portfolio is managed by Will Yousey, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SCHG Schwab Us Large-cap Growth Recent Activity Increased 0.95%	12.03%	$437.868M 15.032M shares@ $29.14 avg price	Increased 0.95%
SCHV Schwab Us Large-cap Value Recent Activity Increased 0.3%	8.56%	$311.633M 10.217M shares@ $30.51 avg price	Increased 0.3%
SCHF Schwab Intl Equity Etf Recent Activity Increased 1.66%	4.98%	$181.097M 7.317M shares@ $24.76 avg price	Increased 1.66%
SCHZ Schwab Us Aggregate Bond Etf Recent Activity Increased 3.54%	4.92%	$179.042M 7.711M shares@ $23.22 avg price	Increased 3.54%
SCHD Schwab Us Dvd Equity Etf Recent Activity Decreased -45.5%	4.64%	$168.972M 5.508M shares@ $30.68 avg price	Decreased -45.5%
JPEF Jpmorgan Equity Focus Etf Recent Activity New Position	3.53%	$128.384M 1.788M shares@ $71.81 avg price	New Position
JPIB Jpmorgan Intl Bnd Etf Recent Activity Increased 4.46%	3.2%	$116.372M 2.434M shares@ $47.82 avg price	Increased 4.46%
SPTL Spdr Port Lng Trm Trsry Recent Activity Increased 2.94%	3.12%	$113.465M 4.314M shares@ $26.3 avg price	Increased 2.94%
AVUV Avantis Us Small Cap Value Recent Activity Increased 0.45%	2.62%	$95.288M 862,566 shares@ $110.48 avg price	Increased 0.45%
AVEM Avantis Emerging Markets Eq Recent Activity Decreased -2.88%	2.39%	$86.78M 1.077M shares@ $80.58 avg price	Decreased -2.88%

1-10 of 435