Avantax Planning Partners, Inc.
All 13F Filings
- Location
- Dubuque, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 4,017,244
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 454 | 4,017,244 | 13F-HR | Avantax Planning Partners, Inc. |
| Q1 2026 | 5/4/2026 | 435 | 3,642,406 | 13F-HR | Avantax Planning Partners, Inc. |
| Q4 2025 | 2/5/2026 | 437 | 3,575,183 | 13F-HR | Avantax Planning Partners, Inc. |
| Q3 2025 | 10/31/2025 | 438 | 3,487,684 | 13F-HR | Avantax Planning Partners, Inc. |
| Q2 2025 | 8/11/2025 | 447 | 3,152,113 | 13F-HR | Avantax Planning Partners, Inc. |
| Q1 2025 | 4/29/2025 | 431 | 2,824,731 | 13F-HR | Avantax Planning Partners, Inc. |
| Q4 2024 | 2/7/2025 | 430 | 2,773,868 | 13F-HR | Avantax Planning Partners, Inc. |
| Q3 2024 | 11/14/2024 | 443 | 2,787,996 | 13F-HR | Avantax Planning Partners, Inc. |
| Q2 2024 | 8/9/2024 | 471 | 3,111,272 | 13F-HR | Avantax Planning Partners, Inc. |
| Q1 2024 | 5/3/2024 | 465 | 3,087,793 | 13F-HR | Avantax Planning Partners, Inc. |
| Q4 2023 | 2/9/2024 | 372 | 2,624,535 | 13F-HR | Avantax Planning Partners, Inc. |
| Q3 2023 | 11/6/2023 | 362 | 2,390,505 | 13F-HR | Avantax Planning Partners, Inc. |
| Q2 2023 | 7/18/2023 | 372 | 2,515,439 | 13F-HR | Avantax Planning Partners, Inc. |
| Q1 2023 | 4/21/2023 | 377 | 2,462,373 | 13F-HR | Avantax Planning Partners, Inc. |
| Q4 2022 | 2/10/2023 | 367 | 2,519,993 | 13F-HR | Avantax Planning Partners, Inc. |
| Q3 2022 | 10/14/2022 | 347 | 2,220,299 | 13F-HR | Avantax Planning Partners, Inc. |
| Q2 2022 | 7/18/2022 | 343 | 2,340,794 | 13F-HR | Avantax Planning Partners, Inc. |
| Q1 2022 | 5/9/2022 | 359 | 2,519,052 | 13F-HR | Avantax Planning Partners, Inc. |
| Q4 2021 | 1/28/2022 | 355 | 2,431,447 | 13F-HR | Avantax Planning Partners, Inc. |
| Q3 2021 | 10/27/2021 | 339 | 2,167,787 | 13F-HR | Avantax Planning Partners, Inc. |
| Q2 2021 | 8/10/2021 | 328 | 2,131,860 | 13F-HR | Avantax Planning Partners, Inc. |
| Q1 2021 | 5/6/2021 | 314 | 1,939,623 | 13F-HR | Avantax Planning Partners, Inc. |
| Q4 2020 | 2/4/2021 | 288 | 1,943,490 | 13F-HR | Avantax Planning Partners, Inc. |
| Q3 2020 | 10/28/2020 | 296 | 1,892,478 | 13F-HR | HONKAMP KRUEGER FINANCIAL SERVICES, INC. |
| Q2 2020 | 7/15/2020 | 280 | 1,770,531 | 13F-HR | HONKAMP KRUEGER FINANCIAL SERVICES, INC. |
| Q1 2020 | 4/27/2020 | 271 | 1,436,140 | 13F-HR | HONKAMP KRUEGER FINANCIAL SERVICES, INC. |
| Q4 2019 | 1/15/2020 | 307 | 1,699,623 | 13F-HR | HONKAMP KRUEGER FINANCIAL SERVICES, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 665 K | 16.6% | 53.17 K | 0 | 53.17 K |
| ETFs | 3.347 M | 83.3% | 321.7 K | 0 | 321.7 K |
| Debt | 5.25 K | 0.1% | 0 | 35 | -35 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
4,017,244
Holdings
454
QoQ value change ($000)
374,838
(10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.