ATX Financial Planning, LLC reported 83 holdings worth US$151M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 20, 2026
ATX Financial Planning, LLC reported 83 holdings worth US$151M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Broadcom Inc. Filed Aug 20, 2026 (Form 13F).
- Holdings
- 83
- Value as reported
- US$151M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 9,613 | US$1.92M | 1.3% |
| Apple Inc | 5,788 | US$1.67M | 1.1% |
| Broadcom Inc. | 2,680 | US$1.01M | 0.67% |
| Microsoft Corp. | 2,712 | US$1.01M | 0.67% |
| Abbott Laboratories | 10,709 | US$972K | 0.64% |
| Apollo Global Management, Inc. (new) | 7,859 | US$930K | 0.62% |
| Blackstone Inc. | 7,383 | US$869K | 0.57% |
| Berkshire Hathaway Inc. | 1,497 | US$749K | 0.50% |
| Kkr & Co. Inc. | 6,418 | US$589K | 0.39% |
| Constellation Energy Corporation | 1,060 | US$263K | 0.17% |
| Costco Wholesale Corporation | 246 | US$230K | 0.15% |
| Amazon.com, Inc. | 937 | US$223K | 0.15% |