Holistic Planning, LLC Purchases and Sells in Q3 2025

Holistic Planning, LLC

$381 Billion
Q3 2025

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STRV	61.9K + 23.55%	N/A	325K $14B
STXG	24.6K + 6.39%	N/A	410K $20.5B
STXV	40K + 6.81%	N/A	628K $20.3B
AAPL	601 + 2.64%	$202.38 - $256.87 $122K - $154K	23.4K $5.96B
VOO	469 + 2.25%	$567.77 - $614.76 $266K - $288K	21.3K $13.1B
GOOGL	762 + 6.03%	$174.36 - $254.72 $133K - $194K	13.4K $3.26B

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHWAB STRATEGIC TR	28.4K New	N/A	28.4K $2.86B
FIRST TR EXCHNG TRADED FD VI	19.8K New	N/A	19.8K $460M
BLACKROCK ETF TRUST	3.87K New	N/A	3.87K $389M
FIRST TR EXCHNG TRADED FD VI	15.5K New	N/A	15.5K $360M
CMA	5.08K New	$60.93 - $71.05 $309K - $361K	5.08K $348M
DAUG	7.19K New	N/A	7.19K $314M

Top Sells

Reduced Positions

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EA SERIES TRUST	-51K - 5.16%	N/A	937K $19B
USFR	-13.2K - 1.96%	$50.23 - $50.48 $661K - $664K	659K $33.1B
IVE	-1.57K - 13.16%	$194.44 - $206.51 $304K - $323K	10.3K $2.13B
WMT	-2.79K - 10.33%	$94.4 - $104.27 $263K - $290K	24.2K $2.49B
CSCO	-1.68K - 17.15%	$66.2 - $71.79 $111K - $121K	8.12K $555M
CRM	-232 - 13.4%	$231.66 - $273.65 $53.7K - $63.5K	1.5K $355M

Activity Summary All Purchases 105 New Holdings 20 Increased Positions 85 All Sells 110 Reductions 110 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.