ATX Financial Planning, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Austin, TX
CIK
0002111013
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
81
131,631
QFLR, BALT, VGIT, SFLR
13F-HR
4/30/2026
000211101326000002
Q4 2025
87
129,676
QFLR, BALT, SFLR, QQQM
13F-HR
2/19/2026
000211101326000001