ATX Financial Planning, LLC
Top Portfolio Positions
16 positions ·
$15,856,753 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
33,223 | $2,928,939 | 18.47% | |
| NVDA |
Nvidia Corp
Technology
|
9,606 | $1,675,286 | 10.57% | |
| AAPL |
Apple Inc.
Technology
|
5,964 | $1,513,603 | 9.55% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
42,502 | $1,274,634 | 8.04% | |
| ABT |
Abbott Laboratories
Healthcare
|
10,709 | $1,099,493 | 6.93% | |
| MSFT |
Microsoft Corp
Technology
|
2,857 | $1,057,575 | 6.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,640 | $946,575 | 5.97% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
7,894 | $879,549 | 5.55% | |
| BX |
Blackstone Inc.
Financial Services
|
7,390 | $849,776 | 5.36% | |
| AVGO |
Broadcom Inc.
Technology
|
2,675 | $827,939 | 5.22% |
Portfolio Trend
2 quarters · across all stocks
Holdings in ETH
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $784,072 | 39,480 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,096,668 | 39,083 | Shares | Sole | 2026-02-19 | |
| No 13F history on record for this holder in this stock. | ||||||