SEC Form 13F

ATX Financial Planning, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-21
Reported value$151,096,971
Positions83

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INNOVATOR ETFS TRUSTBALTDEFINED WLT SHLD$11,985,213349,729
INNOVATOR ETFS TRUSTQFLRNASDAQ 100 MANA$11,171,005306,223
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$8,517,50128,113
SPDR SERIES TRUSTSPYMST STR P500ETF$8,423,16595,848
INNOVATOR ETFS TRUSTSFLRQUITY MANAGD FLR$7,840,243203,220
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$6,688,996113,411
ISHARES TRIVVCORE S&P500 ETF$6,170,3228,239
BLACKROCK ETF TRUST IICLOAISHARES AAA CLO$5,996,878115,525
PUTNAM ETF TRUSTPVALFOCUSED LAR CAP$5,416,888106,318
INNOVATOR ETFS TRUSTXUSPUNCAPPED ACCLRTD$4,689,79489,058

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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