ATX Financial Planning, LLC
Filing Date
Global Rank
#7,511
/ 8,232
▲ 58
Top Industry
Semiconductors
27.0%
3Y Alpha vs SPY
-31.5%
Period ended 2 months ago
Filed Apr 30, 2026 · 45d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-0.4%
SPY
+9.1%
Annualised alpha
-31.5%
Max drawdown
−9.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.5%
+5.4 pts
Top 5
53.6%
+7.8 pts
Top 10
82.3%
+6.8 pts
HHI
884
Diversified+181
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 41.5% | $6,578,487 |
| Technology | 32.0% | $5,074,403 |
| Financial Services | 15.0% | $2,372,015 |
| Healthcare | 6.9% | $1,099,493 |
| Utilities | 3.0% | $468,302 |
| Consumer Defensive | 1.7% | $264,053 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BTC | Grayscale Bitcoin Mini Trust ETF | +4,359 | 42,502 | $1,274,634 | |
| KKR | KKR & Co. Inc. | +624 | 6,948 | $642,690 | |
| ETH | Grayscale Ethereum Staking Mini ETF | +397 | 39,480 | $784,072 | |
| CEG | Constellation Energy Corp | +99 | 1,677 | $468,302 | |
| BX | Blackstone Inc. | +56 | 7,390 | $849,776 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −1,120 | 9,606 | $1,675,286 | |
| AAPL | Apple Inc. | −832 | 5,964 | $1,513,603 | |
| QQQ | Invesco Qqq Trust, Series 1 | −790 | 1,640 | $946,575 | |
| AVGO | Broadcom Inc. | −392 | 2,675 | $827,939 | |
| IAU | Ishares Gold Trust | −375 | 33,223 | $2,928,939 | |
| MSFT | Microsoft Corp | −193 | 2,857 | $1,057,575 | |
| COST | Costco Wholesale Corp /New | −170 | 265 | $264,053 | |
| APO | Apollo Global Management, Inc. | −162 | 7,894 | $879,549 | |
| SPY | Spdr S&P 500 ETF Trust | −65 | 479 | $311,512 | |
| IBIT | iShares Bitcoin Trust ETF | −25 | 8,661 | $332,755 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
1 positions ·
$264,053 total
· Consumer Defensive only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 265 | $264,053 | 100.00% |