13F Filings History of ATX Financial Planning, LLC

Latest 13F report
Q4 2025 - 19 Feb 2026
Value $
$129,676,950
Signature - Title
Raymond Michael Massey - CCO & Managing Member
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by ATX Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ATX Financial Planning, LLC reported 87 stock holdings with total value $129,676,950 as of Q4 2025. Top holdings included QFLR, BALT, SFLR, QQQM, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 87 $129,676,950 $0 $0 $0 QFLR, BALT, SFLR, QQQM, IVV 13F-HR 19 Feb 2026, 13:37