AVANTAX ADVISORY SERVICES, INC.

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$18.20B
13F filings
1
Latest filing
Aug 8, 2025

Top 10 holdings

IVV $1.14B
6.29% of AUM
VONG $1.11B
6.08% of AUM
AGG $919.09M
5.05% of AUM
SCHD $753.58M
4.14% of AUM
VTV $583.42M
3.21% of AUM
IEFA $549.76M
3.02% of AUM
VUG $296.50M
1.63% of AUM
NVDA $294.22M
1.62% of AUM
CMCSA $273.74M
1.50% of AUM
SPY $267.84M
1.47% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from AVANTAX ADVISORY SERVICES, INC.. Reported assets under management total $18.20B.

View live AVANTAX ADVISORY SERVICES, INC. filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does AVANTAX ADVISORY SERVICES, INC. have under management?
Per AVANTAX ADVISORY SERVICES, INC.'s most recent SEC Form 13F filing dated Aug 8, 2025, total assets under management are $18.20B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has AVANTAX ADVISORY SERVICES, INC. submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from AVANTAX ADVISORY SERVICES, INC.. Filings are due 45 days after quarter-end.
Where does AVANTAX ADVISORY SERVICES, INC.'s holdings data come from?
Every position shown on this page sources back to AVANTAX ADVISORY SERVICES, INC.'s public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.