ATX Financial Planning, LLC
Net buyer this quarter
$151M
24
+$2M
16.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BALT | $12M | 7.93% | Not reported | +12.9% | Q4 2025 |
 IAU | $2.81M | 1.86% | 0.00% | +12.0% | Q4 2025 |
 NVDA | $1.92M | 1.27% | 0.00% | +0.1% | Q4 2025 |
 AAPL | $1.67M | 1.11% | 0.00% | -3.0% | Q4 2025 |
 AIS | $1.48M | 0.98% | Not reported | -0.5% | Q4 2025 |
 QQQ | $1.19M | 0.79% | Not reported | -1.2% | Q4 2025 |
 BTC | $1.11M | 0.74% | 0.04% | +0.8% | Q4 2025 |
| DMAX | $1.09M | 0.72% | Not reported | -8.4% | Q4 2025 |
 AVGO | $1.01M | 0.67% | 0.00% | +0.2% | Q4 2025 |
 MSFT | $1.01M | 0.67% | 0.00% | -5.1% | Q4 2025 |
 ABT | $972K | 0.64% | 0.00% | Not reported | Q4 2025 |
 APO | $930K | 0.62% | 0.00% | -0.4% | Q4 2025 |
 BX | $869K | 0.57% | 0.00% | -0.1% | Q4 2025 |
 BRK.A | $749K | 0.50% | Not reported | Not reported | Q4 2025 |
 ETH | $602K | 0.40% | 0.04% | +1.5% | Q4 2025 |
 KKR | $589K | 0.39% | 0.00% | -7.6% | Q4 2025 |
 CPAI | $489K | 0.32% | 0.01% | New | Q2 2026 |
| UNOV | $369K | 0.24% | Not reported | +13.3% | Q4 2025 |
 SPY | $358K | 0.24% | Not reported | Not reported | Q4 2025 |
| IBIT | $293K | 0.19% | 0.00% | +1.5% | Q4 2025 |
 CEG | $263K | 0.17% | 0.00% | -36.8% | Q4 2025 |
| PDEC | $257K | 0.17% | Not reported | Not reported | Q4 2025 |
 COST | $230K | 0.15% | 0.00% | -7.2% | Q4 2025 |
 AMZN | $223K | 0.15% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| BALT | $10.4M | 7.88% | Not reported | +14.2% | Q4 2025 |
| IAU | $2.93M | 2.23% | 0.00% | -1.1% | Q4 2025 |
| NVDA | $1.68M | 1.27% | 0.00% | -10.4% | Q4 2025 |
| AAPL | $1.51M | 1.15% | 0.00% | -12.2% | Q4 2025 |
| BTC | $1.27M | 0.97% | 0.04% | +11.4% | Q4 2025 |
| DMAX | $1.16M | 0.88% | Not reported | +25.0% | Q4 2025 |
| ABT | $1.1M | 0.84% | 0.00% | Not reported | Q4 2025 |
| MSFT | $1.06M | 0.80% | 0.00% | -6.3% | Q4 2025 |
| QQQ | $947K | 0.72% | Not reported | -32.5% | Q4 2025 |
| APO | $880K | 0.67% | 0.00% | -2.0% | Q4 2025 |
| BX | $850K | 0.65% | 0.00% | +0.8% | Q4 2025 |
| AVGO | $828K | 0.63% | 0.00% | -12.8% | Q4 2025 |
| ETH | $784K | 0.60% | 0.05% | +1.0% | Q4 2025 |
| AIS | $731K | 0.56% | Not reported | +117.5% | Q4 2025 |
| BRK.A | $718K | 0.55% | Not reported | Not reported | Q4 2025 |
| KKR | $643K | 0.49% | 0.00% | +9.9% | Q4 2025 |
| CEG | $468K | 0.36% | 0.00% | +6.3% | Q4 2025 |
| IBIT | $333K | 0.25% | 0.00% | -0.3% | Q4 2025 |
| SPY | $312K | 0.24% | Not reported | -12.0% | Q4 2025 |
| UNOV | $302K | 0.23% | Not reported | -18.2% | Q4 2025 |
| COST | $264K | 0.20% | 0.00% | -39.1% | Q4 2025 |
| PDEC | $238K | 0.18% | Not reported | -19.5% | Q4 2025 |
| Q4 2025 | |||||
| BALT | $9.09M | 7.01% | Not reported | New | Q4 2025 |
| IAU | $2.73M | 2.10% | 0.00% | New | Q4 2025 |
| NVDA | $2M | 1.54% | 0.00% | New | Q4 2025 |
| AAPL | $1.85M | 1.42% | 0.00% | New | Q4 2025 |
| QQQ | $1.49M | 1.15% | Not reported | New | Q4 2025 |
| BTC | $1.48M | 1.14% | 0.04% | New | Q4 2025 |
| MSFT | $1.48M | 1.14% | 0.00% | New | Q4 2025 |
| ABT | $1.34M | 1.03% | 0.00% | New | Q4 2025 |
| APO | $1.17M | 0.90% | 0.00% | New | Q4 2025 |
| BX | $1.13M | 0.87% | 0.00% | New | Q4 2025 |
| ETH | $1.1M | 0.85% | 0.05% | New | Q4 2025 |
| AVGO | $1.06M | 0.82% | 0.00% | New | Q4 2025 |
| DMAX | $929K | 0.72% | Not reported | New | Q4 2025 |
 META | $874K | 0.67% | Not reported | New | Q4 2025 |
| KKR | $806K | 0.62% | 0.00% | New | Q4 2025 |
| BRK.A | $755K | 0.58% | Not reported | New | Q4 2025 |
| CEG | $558K | 0.43% | 0.00% | New | Q4 2025 |
| IBIT | $431K | 0.33% | 0.00% | New | Q4 2025 |
| UNOV | $378K | 0.29% | Not reported | New | Q4 2025 |
| COST | $375K | 0.29% | 0.00% | New | Q4 2025 |
| SPY | $371K | 0.29% | Not reported | New | Q4 2025 |
 CPSL | $337K | 0.26% | 0.32% | New | Q4 2025 |
| AMZN | $332K | 0.26% | 0.00% | New | Q4 2025 |
| AIS | $303K | 0.23% | Not reported | New | Q4 2025 |
| PDEC | $302K | 0.23% | Not reported | New | Q4 2025 |
| DBC | $293K | 0.23% | 0.02% | New | Q4 2025 |