ATX Financial Planning, LLC
81 holdingsFiling period: 2026-03-31Current AUM: $143.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QFLR | INNOVATOR ETFS TRUST | 312.1K | $10.4M | $10.9M | 7.58% | -35,547 | 2026-03-31 |
| 2 | BALT | INNOVATOR ETFS TRUST | 309.9K | $10.4M | $10.7M | 7.42% | +38.5K | 2026-03-31 |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 136.1K | $8.1M | $7.9M | 5.52% | +102.3K | 2026-03-31 |
| 4 | SFLR | INNOVATOR ETFS TRUST | 206.1K | $7.3M | $7.9M | 5.49% | +548 | 2026-03-31 |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 26.8K | $6.4M | $7.6M | 5.28% | -1,037 | 2026-03-31 |
| 6 | SPYM | SPDR SERIES TRUST | 76.3K | $5.8M | $6.7M | 4.66% | +14.1K | 2026-03-31 |
| 7 | IVV | ISHARES TR | 8.2K | $5.4M | $6.2M | 4.28% | -953 | 2026-03-31 |
| 8 | BFRZ | INNOVATOR ETFS TRUST | 192.4K | $5.1M | $5.2M | 3.61% | +15.6K | 2026-03-31 |
| 9 | CLOA | BLACKROCK ETF TRUST II | 91.7K | $4.8M | $4.8M | 3.31% | +65.1K | 2026-03-31 |
| 10 | PVAL | PUTNAM ETF TRUST | 85.6K | $4.0M | $4.6M | 3.18% | +59.4K | 2026-03-31 |
| 11 | XUSP | INNOVATOR ETFS TRUST | 89.1K | $3.9M | $4.7M | 3.24% | +1.4K | 2026-03-31 |
| 12 | XMMO | INVESCO EXCHANGE TRADED FD T | 25.4K | $3.7M | $3.9M | 2.73% | -1,101 | 2026-03-31 |
| 13 | IAU | ISHARES GOLD TR | 33.2K | $2.9M | $2.5M | 1.76% | -375 | 2026-03-31 |
| 14 | DGRO | ISHARES TR | 30.4K | $2.1M | $2.4M | 1.65% | -15,704 | 2026-03-31 |
| 15 | FALN | ISHARES TR | 77.0K | $2.1M | $2.1M | 1.44% | -- | 2026-03-31 |
| 16 | VTI | VANGUARD INDEX FDS | 6.4K | $2.1M | $2.4M | 1.64% | -167 | 2026-03-31 |
| 17 | SPMO | INVESCO EXCH TRADED FD TR II | 16.0K | $1.8M | $2.3M | 1.60% | +2.1K | 2026-03-31 |
| 18 | DBMF | LITMAN GREGORY FDS TR | 55.8K | $1.7M | $1.7M | 1.20% | -- | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 9.6K | $1.7M | $1.9M | 1.34% | -1,120 | 2026-03-31 |
| 20 | TQQQ | PROSHARES TR | 39.0K | $1.6M | $2.5M | 1.75% | +1 | 2026-03-31 |
| 21 | DBEF | DBX ETF TR | 32.7K | $1.6M | $1.8M | 1.25% | +11.8K | 2026-03-31 |
| 22 | SCCR | SCHWAB STRATEGIC TR | 62.0K | $1.6M | $1.6M | 1.08% | -- | 2026-03-31 |
| 23 | TOPT | ISHARES TR | 55.0K | $1.6M | $1.8M | 1.25% | +6.5K | 2026-03-31 |
| 24 | AAPL | APPLE INC | 6.0K | $1.5M | $1.8M | 1.28% | -832 | 2026-03-31 |
| 25 | XLU | SELECT SECTOR SPDR TR | 32.9K | $1.5M | $1.5M | 1.01% | +22.3K | 2026-03-31 |
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