# EDGAR Filing Document

**Accession Number:** 0002111013
**File Stem:** 0002111013-26-000002
**Filing Date:** 2026-4
**Character Count:** 12317
**Document Hash:** 9112bb80c3ae8d2f007911fefff0c803
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002111013-26-000002.hdr.sgml**: 20260430

**ACCESSION NUMBER**: 0002111013-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260430

**DATE AS OF CHANGE**: 20260430

**EFFECTIVENESS DATE**: 20260430

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ATX Financial Planning, LLC
- **CENTRAL INDEX KEY:** 0002111013

**ORGANIZATION NAME:**
- **EIN:** 853550126
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26660
- **FILM NUMBER:** 26923787

**BUSINESS ADDRESS:**
- **STREET 1:** 500 GRACE LANE
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78746
- **BUSINESS PHONE:** 512-693-4040

**MAIL ADDRESS:**
- **STREET 1:** 500 GRACE LANE
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78746

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** ATX Financial Planning LLC<br>**Address:** 500 GRACE LANE<br>AUSTIN, TX 78746

**Form 13F File Number:** 028-26660

**CRD Number (if applicable):** 000311589

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mike Massey<br>**Title:** CCO  Managing Director<br>**Phone:** 5127579065

**Signature, Place, and Date of Signing:**

Mike Massey  Austin, TX  04-30-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 81

**Form 13F Information Table Value Total:** $131631442

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 1099493 | 10709 | SH |  | SOLE | 0 | 0 | 0 | 10709 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 1243330 | 14655 | SH |  | SOLE | 0 | 14087 | 0 | 568 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 879568 | 7894 | SH |  | SOLE | 0 | 38 | 0 | 7856 |
| APPLE INC | COM | 037833100 |  | 1513512 | 5964 | SH |  | SOLE | 0 | 183 | 0 | 5781 |
| ARK ETF TR | AUTNMUS TECHNLGY | 00214Q203 |  | 367374 | 3267 | SH |  | SOLE | 0 | 2161 | 0 | 1106 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 718140 | 1 | SH |  | SOLE | 0 | 0 | 0 | 1 |
| BLACKROCK ETF TRUST II | ISHARES AAA CLO | 092528504 |  | 4751144 | 91659 | SH |  | SOLE | 0 | 68374 | 0 | 23285 |
| BLACKSTONE INC | COM | 09260D107 |  | 849799 | 7390 | SH |  | SOLE | 0 | 36 | 0 | 7354 |
| BROADCOM INC | COM | 11135F101 |  | 827940 | 2675 | SH |  | SOLE | 0 | 213 | 0 | 2462 |
| CALAMOS ETF TR | LADDERED BITCOIN | 12811T555 |  | 536549 | 29715 | SH |  | SOLE | 0 | 0 | 0 | 29715 |
| CALAMOS ETF TR | LADDERED BITCOIN | 12811T563 |  | 283355 | 12104 | SH |  | SOLE | 0 | 0 | 0 | 12104 |
| CALAMOS ETF TR | CALLMOS BIT STRU | 12811T688 |  | 355230 | 14959 | SH |  | SOLE | 0 | 0 | 0 | 14959 |
| CALAMOS ETF TR | LADDERED BITCOIN | 12811T548 |  | 260288 | 12895 | SH |  | SOLE | 0 | 0 | 0 | 12895 |
| CALAMOS ETF TR | BITCOIN STRUCTRD | 12811T647 |  | 473098 | 19433 | SH |  | SOLE | 0 | 0 | 0 | 19433 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 468321 | 1677 | SH |  | SOLE | 0 | 9 | 0 | 1668 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 264105 | 265 | SH |  | SOLE | 0 | 3 | 0 | 262 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 1617319 | 32739 | SH |  | SOLE | 0 | 12877 | 0 | 19862 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 256263 | 1095 | SH |  | SOLE | 0 | 0 | 0 | 1095 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740U406 |  | 273872 | 6185 | SH |  | SOLE | 0 | 0 | 0 | 6185 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 |  | 1274635 | 42502 | SH |  | SOLE | 0 | 191 | 0 | 42311 |
| GRAYSCALE ETHEREUM STAKING | SHS NEW | 38964R203 |  | 784073 | 39480 | SH |  | SOLE | 0 | 135 | 0 | 39345 |
| INNOVATOR ETFS TRUST | NASDAQ 100 MANA | 45783Y681 |  | 10393987 | 312132 | SH |  | SOLE | 0 | 69276 | 0 | 242856 |
| INNOVATOR ETFS TRUST | EQUITY MNGD 100 | 45784N619 |  | 5071709 | 192402 | SH |  | SOLE | 0 | 55658 | 0 | 136744 |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | 45783Y673 |  | 7297093 | 206074 | SH |  | SOLE | 0 | 93531 | 0 | 112544 |
| INNOVATOR ETFS TRUST | UNCAPPED ACCLRTD | 45783Y699 |  | 3934652 | 89110 | SH |  | SOLE | 0 | 252 | 0 | 88858 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 |  | 10369331 | 309856 | SH |  | SOLE | 0 | 192465 | 0 | 117391 |
| INNOVATOR ETFS TRUST | INTERNATIONAL DE | 45784N387 |  | 246934 | 4900 | SH |  | SOLE | 0 | 43 | 0 | 4857 |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | 45783Y442 |  | 339986 | 10474 | SH |  | SOLE | 0 | 10474 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C813 |  | 272357 | 5925 | SH |  | SOLE | 0 | 5925 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | 45782C821 |  | 225731 | 5903 | SH |  | SOLE | 0 | 4768 | 0 | 1135 |
| INNOVATOR ETFS TRUST | US EQTY ULTRA BU | 45782C565 |  | 302369 | 8113 | SH |  | SOLE | 0 | 156 | 0 | 7957 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C540 |  | 238128 | 5603 | SH |  | SOLE | 0 | 5603 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 45782C300 |  | 548592 | 12905 | SH |  | SOLE | 0 | 12905 | 0 | 0 |
| INVESCO ACTIVELY MANAGED EXC | INVESCO TOP QQQ | 46090A671 |  | 1399818 | 41084 | SH |  | SOLE | 0 | 225 | 0 | 40859 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 6370864 | 26811 | SH |  | SOLE | 0 | 3957 | 0 | 22854 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 1792633 | 15990 | SH |  | SOLE | 0 | 100 | 0 | 15890 |
| INVESCO EXCH TRADED FD TR II | INTL BUYBACK | 46138E644 |  | 733082 | 13030 | SH |  | SOLE | 0 | 145 | 0 | 12885 |
| INVESCO EXCH TRADED FD TR II | S MIDCP LOW | 46138E198 |  | 275935 | 4382 | SH |  | SOLE | 0 | 0 | 0 | 4382 |
| INVESCO EXCHANGE TRADED FD T | S MDCP MOMNTUM | 46137V464 |  | 3689770 | 25443 | SH |  | SOLE | 0 | 1565 | 0 | 23879 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 502323 | 6681 | SH |  | SOLE | 0 | 0 | 0 | 6681 |
| INVESCO EXCHANGE TRADED FD T | S 500 GARP ETF | 46137V431 |  | 277367 | 2577 | SH |  | SOLE | 0 | 0 | 0 | 2577 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 294891 | 6515 | SH |  | SOLE | 0 | 0 | 0 | 6515 |
| INVESCO EXCHANGE TRADED FD T | S 100 EQL WIGH | 46137V449 |  | 244309 | 2120 | SH |  | SOLE | 0 | 0 | 0 | 2120 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 946668 | 1640 | SH |  | SOLE | 0 | 63 | 0 | 1577 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 332756 | 8661 | SH |  | SOLE | 0 | 300 | 0 | 8361 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 2928940 | 33223 | SH |  | SOLE | 0 | 194 | 0 | 33029 |
| ISHARES TR | FALN ANGLS USD | 46435G474 |  | 2057387 | 76998 | SH |  | SOLE | 0 | 302 | 0 | 76696 |
| ISHARES TR | TOP 20 U S STOCK | 46438G570 |  | 1573103 | 54965 | SH |  | SOLE | 0 | 394 | 0 | 54571 |
| ISHARES TR | NASDAQ TOP 30 | 46438G562 |  | 482877 | 16128 | SH |  | SOLE | 0 | 164 | 0 | 15964 |
| ISHARES TR | CORE S ETF | 464287200 |  | 5360724 | 8207 | SH |  | SOLE | 0 | 4490 | 0 | 3717 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 |  | 262823 | 2629 | SH |  | SOLE | 0 | 2629 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 2132279 | 30383 | SH |  | SOLE | 0 | 8301 | 0 | 22082 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 1284243 | 25370 | SH |  | SOLE | 0 | 14843 | 0 | 10528 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 430684 | 10179 | SH |  | SOLE | 0 | 4721 | 0 | 5458 |
| ISHARES TR | LARGE CAP MAX BU | 46438G471 |  | 1156361 | 43520 | SH |  | SOLE | 0 | 34826 | 0 | 8694 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 1001925 | 3049 | SH |  | SOLE | 0 | 0 | 0 | 3049 |
| KKR  CO INC | COM | 48251W104 |  | 642671 | 6948 | SH |  | SOLE | 0 | 37 | 0 | 6911 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 |  | 1681898 | 55784 | SH |  | SOLE | 0 | 37244 | 0 | 18540 |
| MICROSOFT CORP | COM | 594918104 |  | 1057700 | 2857 | SH |  | SOLE | 0 | 9 | 0 | 2848 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1675256 | 9606 | SH |  | SOLE | 0 | 3450 | 0 | 6156 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 |  | 1627593 | 39050 | SH |  | SOLE | 0 | 1374 | 0 | 37676 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 |  | 3972203 | 85608 | SH |  | SOLE | 0 | 55071 | 0 | 30537 |
| RBB FD INC | F/M COMPOUNDR | 74933W155 |  | 432789 | 8557 | SH |  | SOLE | 0 | 0 | 0 | 8557 |
| RBB FD INC | F/M COMPOUNDR US | 74933W148 |  | 294998 | 2886 | SH |  | SOLE | 0 | 0 | 0 | 2886 |
| SCHWAB STRATEGIC TR | CORE BOND ETF | 808524599 |  | 1594136 | 61980 | SH |  | SOLE | 0 | 231 | 0 | 61749 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 346900 | 12456 | SH |  | SOLE | 0 | 12456 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 1507766 | 32856 | SH |  | SOLE | 0 | 22631 | 0 | 10225 |
| SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | 82889N764 |  | 336726 | 10690 | SH |  | SOLE | 0 | 593 | 0 | 10097 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 5840307 | 76304 | SH |  | SOLE | 0 | 44643 | 0 | 31661 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A862 |  | 623291 | 1911 | SH |  | SOLE | 0 | 0 | 0 | 1911 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 298625 | 3050 | SH |  | SOLE | 0 | 0 | 0 | 3050 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 311513 | 479 | SH |  | SOLE | 0 | 157 | 0 | 322 |
| TIDAL TRUST III | VISTASHARES ARTI | 45259A845 |  | 731162 | 17446 | SH |  | SOLE | 0 | 146 | 0 | 17300 |
| VANECK ETF TRUST | URANIUM AND NUCL | 92189F601 |  | 217100 | 1630 | SH |  | SOLE | 0 | 964 | 0 | 666 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 672145 | 6951 | SH |  | SOLE | 0 | 3470 | 0 | 3481 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2051285 | 6394 | SH |  | SOLE | 0 | 25 | 0 | 6369 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 332638 | 1270 | SH |  | SOLE | 0 | 0 | 0 | 1270 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 8107248 | 136142 | SH |  | SOLE | 0 | 95642 | 0 | 40500 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1280062 | 19976 | SH |  | SOLE | 0 | 43 | 0 | 19933 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 1372662 | 1967 | SH |  | SOLE | 0 | 82 | 0 | 1885 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 752729 | 8569 | SH |  | SOLE | 0 | 64 | 0 | 8505 |

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