Home / Leaderboard / Avantax Advisory Services, Inc.
Avantax Advisory Services, Inc.
Andy Watts · Investment Advisor · Multi-Strategy
Avantax Advisory Services, Inc., a subsidiary of Avantax, Inc., is a premier wealth management firm specializing in tax-intelligent financial planning. Founded on the principle that tax planning is essential to effective wealth management, the firm provides a comprehensive platform for financial professionals and CPAs to offer holistic investment solutions. Historically formed through the merger of HD Vest and 1st Global, and now part of the Cetera Financial Group following its 2023 acquisition, Avantax serves a nationwide network of advisors. The firm emphasizes the integration of tax preparation with investment strategy to minimize tax drag and maximize long-term client wealth, managing billions in assets under administration through its unique Tax-Smart approach.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.1% |
| YTD return | +13.9% |
| Sharpe ratio | 3.32 |
| Win rate | 80% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.avantax.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 14.0% | +21.4% |
| AAPL | Apple Inc | 13.2% | +32.8% |
| GOOGL | Alphabet Inc Class A | 12.0% | +45.0% |
| MSFT | Microsoft Corporation | 8.9% | -3.3% |
| AMZN | Amazon.com Inc | 7.8% | +17.1% |
| XOM | Exxon Mobil Corp | 4.6% | +42.6% |
| BRK-A | Berkshire Hathaway Inc | 4.2% | +0.8% |
| JPM | JPMorgan Chase & Co | 4.2% | +14.4% |
| AVGO | Broadcom Inc | 3.8% | +9.0% |
| WMT | Walmart Inc. Common Stock | 3.6% | +5.6% |
| META | Meta Platforms Inc. | 3.1% | +3.4% |
| TSLA | Tesla Inc | 3.1% | -18.3% |
| LLY | Eli Lilly and Company | 2.9% | +41.3% |
| PLTR | Palantir Technologies Inc. | 2.5% | -1.0% |
| V | Visa Inc. Class A | 2.3% | +6.6% |
| TSM | Taiwan Semiconductor Manufacturing | 2.2% | +54.7% |
| CVX | Chevron Corp | 2.2% | +33.2% |
| JNJ | Johnson & Johnson | 2.1% | +45.8% |
| ABBV | AbbVie Inc | 1.8% | +9.9% |
| COST | Costco Wholesale Corp | 1.6% | -1.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | AAPL | 0.0% → 13.8% |
| Oct 1, 2025 | BUY | MSFT | 0.0% → 10.1% |
| Oct 1, 2025 | BUY | GOOGL | 0.0% → 9.3% |
| Oct 1, 2025 | BUY | AMZN | 0.0% → 7.4% |
| Oct 1, 2025 | BUY | NVDA | 0.0% → 14.6% |
Investment Style Analysis
Avantax Advisory Services, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Avantax Advisory Services, Inc. made a significant move by increasing exposure to AAPL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Avantax's core philosophy centers on tax-intelligent investing, predicated on the belief that after-tax returns are the true measure of investment success. The firm advocates for a holistic approach that seamlessly integrates tax planning into the wealth management process, rather than treating it as an afterthought. By leveraging advanced technology and proprietary tools, Avantax focuses on minimizing tax liabilities through strategies like asset location and tax-loss harvesting. This philosophy aims to optimize long-term outcomes for clients by ensuring that every investment decision is evaluated through a tax lens, thereby helping investors retain more of their earnings while pursuing diversified, risk-adjusted growth.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Avantax Advisory Services, Inc..
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -6.5%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.1%
- Wolverine Trading, LLC — Robert Bellick · 3M +3.9%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -0.4%
Frequently asked questions
How is the simulated portfolio for Avantax Advisory Services, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Avantax Advisory Services, Inc.'s largest holding?
As of the latest filing, Avantax Advisory Services, Inc.'s top position is NVIDIA Corporation (NVDA), representing 14.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Avantax Advisory Services, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +19.1% with a win rate of 80%. Notably, the portfolio maintains a Sharpe Ratio of 3.32, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Avantax Advisory Services, Inc. primarily invest in?
Avantax Advisory Services, Inc. has a strong preference for the Semiconductors sector, which makes up 20.0% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Avantax Advisory Services, Inc.'s portfolio concentrated or diversified?
Avantax Advisory Services, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 39.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Avantax Advisory Services, Inc. performed in 2026?
Our AI-simulated model portfolio for Avantax Advisory Services, Inc. tracks a Year-to-Date (YTD) return of +13.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Andy Watts manage Avantax Advisory Services, Inc. directly?
Yes, Andy Watts serves as the key portfolio manager for Avantax Advisory Services, Inc., overseeing the investment strategy and final capital allocation decisions.