Holdings
ATX Financial Planning, LLC
As of Sep 30, 2026, ATX Financial Planning, LLC reported 9 positions worth US$7.99M. Largest: Nvidia Corporation, Apple Inc and Abbott Laboratories. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 7,899 | US$1.8M | −1,714 | Sep 30, 2026 |
| Apple Inc | 4,843 | US$1.61M | −945 | Sep 30, 2026 |
| Abbott Laboratories | 10,709 | US$1.06M | no change | Sep 30, 2026 |
| Microsoft Corp. | 1,713 | US$879K | −999 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 1 | US$747K | −1,496 | Sep 30, 2026 |
| Broadcom Inc. | 1,799 | US$632K | −881 | Sep 30, 2026 |
| Apollo Global Management, Inc. (new) | 4,345 | US$504K | −3,514 | Sep 30, 2026 |
| Blackstone Inc. | 3,984 | US$447K | −3,399 | Sep 30, 2026 |
| Amazon.com, Inc. | 1,246 | US$310K | +309 | Sep 30, 2026 |