ATX Financial Planning, LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 151,097
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 8/20/2026 | 83 | 151,097 | 13F-HR | ATX Financial Planning, LLC |
| Q1 2026 | 4/30/2026 | 81 | 131,631 | 13F-HR | ATX Financial Planning, LLC |
| Q4 2025 | 2/19/2026 | 87 | 129,677 | 13F-HR | ATX Financial Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54.36 K | 36.0% | 0 | 1.36 K | -1.36 K |
| ETFs | 94.76 K | 62.7% | 20.45 K | 0 | 20.45 K |
| Debt | 1.971 K | 1.3% | 377 | 0 | 377 |
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Fund Snapshot
Q2 2026
Latest filed
8/20/2026
Total value ($000)
151,097
Holdings
83
QoQ value change ($000)
19,466
(14.8%)
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.