ATX Financial Planning, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists a total of 79 individual securities held by the firm.
The filing identifies Mike Massey as the Chief Compliance Officer and Managing Director responsible for the report, which was signed on October 14, 2026. The firm’s principal business address is listed as 500 Grace Lane in Austin, Texas.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with a significant portion of the holdings managed through actively managed ETF strategies. Notable individual stock positions include Apple Inc., Broadcom Inc., and Microsoft Corporation. The portfolio also includes exposure to Bitcoin and Ethereum through Grayscale and iShares trusts, as well as substantial allocations to major market indices such as the S&P 500 and Nasdaq 100 via funds like Invesco and iShares.
