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Mike Massey

Atx Financial Planning, Llc

Assets Managed
$131.631M
Holdings
81
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
1.51%(2Q avg: 0.76%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Atx Financial Planning, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Atx Financial Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 131.631M in assets, with a quarterly growth rate of 1.51% and a 2-quarter average growth rate of 0.76%. The portfolio is managed by Mike Massey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QFLR
Innovator Nasdaq-100 Mf Etf
Recent Activity
Decreased -10.22%
7.9%
$10.394M
312,132 shares@ $33.3 avg price
BALT
Inn Defined Wealth Shield
Recent Activity
Increased 14.17%
7.88%
$10.369M
309,856 shares@ $33.47 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 302.38%
6.16%
$8.107M
136,142 shares@ $59.55 avg price
SFLR
Innovator Eqty Mgd Floor Etf
Recent Activity
Increased 0.27%
5.55%
$7.297M
206,074 shares@ $35.42 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -3.72%
4.84%
$6.371M
26,811 shares@ $237.63 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 22.61%
4.44%
$5.84M
76,304 shares@ $76.54 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -10.4%
4.08%
$5.361M
8,207 shares@ $653.19 avg price
BFRZ
Innovator Eq Mng 100 Bfr Etf
Recent Activity
Increased 8.84%
3.86%
$5.072M
192,402 shares@ $26.36 avg price
CLOA
Ishares Aaa Clo Act Etf-usdi
Recent Activity
Increased 245.41%
3.61%
$4.751M
91,659 shares@ $51.84 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 226.38%
3.02%
$3.972M
85,608 shares@ $46.4 avg price

1-10 of 81