Question 1

What stocks does ATX FINANCIAL PLANNING LLC hold in its portfolio?

Accepted Answer

ATX FINANCIAL PLANNING LLC's top stock holdings include BALT, NVDA, AAPL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ATX FINANCIAL PLANNING LLC's largest stock holdings?

Accepted Answer

ATX FINANCIAL PLANNING LLC's largest stock holdings as of their last filing include BALT (valued at approximately $12.0 million), NVDA (valued at approximately $1.9 million), AAPL (valued at approximately $1.7 million), QFLR (valued at approximately $11.2 million), AVGO (valued at approximately $1.0 million).

Question 3

When was ATX FINANCIAL PLANNING LLC's last SEC filing?

Accepted Answer

ATX FINANCIAL PLANNING LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ATX FINANCIAL PLANNING LLC recently bought or sold?

Accepted Answer

ATX FINANCIAL PLANNING LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ATX FINANCIAL PLANNING LLC reported?

Accepted Answer

ATX FINANCIAL PLANNING LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ATX FINANCIAL PLANNING LLC invest in?

Accepted Answer

ATX FINANCIAL PLANNING LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.