ATX Financial Planning, LLC reported 79 holdings worth US$156M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
ATX Financial Planning, LLC reported 79 holdings worth US$156M as of Sep 30, 2026. Largest: Nvidia Corporation, Apple Inc and Abbott Laboratories. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 79
- Value as reported
- US$156M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 7,899 | US$1.8M | 1.2% |
| Apple Inc | 4,843 | US$1.61M | 1.0% |
| Abbott Laboratories | 10,709 | US$1.06M | 0.68% |
| Microsoft Corp. | 1,713 | US$879K | 0.56% |
| Berkshire Hathaway Inc. | 1 | US$747K | 0.48% |
| Broadcom Inc. | 1,799 | US$632K | 0.40% |
| Apollo Global Management, Inc. (new) | 4,345 | US$504K | 0.32% |
| Blackstone Inc. | 3,984 | US$447K | 0.29% |
| Amazon.com, Inc. | 1,246 | US$310K | 0.20% |
| Constellation Energy Corporation | 0 | US$0 | 0.00% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |
| Kkr & Co. Inc. | 0 | US$0 | 0.00% |