Holistic Planning, LLC Incresed Positions in Q2 2025

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.57K
+ 36.4%
$456.74 - $568.03 $2.54M - $3.16M
20.9K $11.9B
Ea Series Trust
172K
+ 21.09%
N/A
988K $20.1B
STXG
Ea Ser Tr Strive 1000 Growth E
13.5K
+ 3.64%
N/A
385K $17.7B
MSFT
Microsoft Corp

Technology
2.67K
+ 24.15%
$354.56 - $497.45 $947K - $1.33M
13.7K $6.83B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
52K
+ 68.77%
$39.94 - $44.64 $2.08M - $2.32M
128K $5.7B
VUG
Vanguard Growth ETF

ETFs
3.05K
+ 19.75%
$329.49 - $438.4 $1M - $1.34M
18.5K $8.11B
IVV
Ishares Core S&P 500 ETF

ETFs
2.72K
+ 40.09%
$498.8 - $620.9 $1.35M - $1.69M
9.49K $5.89B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.57K
+ 34.14%
$416.06 - $551.64 $1.07M - $1.42M
10.1K $5.57B
STRV
Ea Ser Tr Strive 500 ETF
21.6K
+ 8.94%
N/A
263K $10.5B
AMZN
Amazon Com Inc

Consumer Cyclical
6.12K
+ 37.5%
$167.32 - $223.3 $1.02M - $1.37M
22.4K $4.92B
NVDA
Nvidia Corp

Technology
1.96K
+ 14.66%
$94.31 - $157.99 $184K - $309K
15.3K $2.42B
JPM
Jpmorgan Chase & CO

Financial Services
2.66K
+ 60.91%
$210.28 - $289.91 $559K - $771K
7.02K $2.04B
VTI
Vanguard Total Stock Market Et

ETFs
2.58K
+ 51.76%
$243.75 - $303.93 $628K - $783K
7.55K $2.3B
AVGO
Broadcom Inc.

Technology
1.01K
+ 16.92%
$146.29 - $275.65 $148K - $279K
6.99K $1.93B
VO
Vanguard Mid Cap ETF

ETFs
1.83K
+ 10.62%
$228.54 - $279.83 $418K - $512K
19K $5.33B
COST
Costco Wholesale Corp

Consumer Defensive
866
+ 302.8%
$908.13 - $1056.85 $786K - $915K
1.15K $1.14B
DMAR
First Tr Ex Tr Viii Cboe Vest
19.9K
+ 109.55%
$35.55 - $39.57 $709K - $789K
38.1K $1.51B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.22K
+ 10.11%
$114.78 - $133.31 $484K - $562K
45.9K $6.12B
VIG
Vanguard Dividend Appreciation

ETFs
2.78K
+ 19.47%
N/A
17K $3.49B
GOOGL
Alphabet Inc.

Communication Services
2.53K
+ 25.1%
$144.7 - $178.6 $367K - $453K
12.6K $2.23B
Capital Grp Fixed Incm ETF T
18.9K
+ 80.43%
N/A
42.3K $1.11B
MPC
Marathon Petroleum Corp

Energy
2.1K
+ 31.44%
$118.55 - $170.08 $249K - $357K
8.78K $1.46B
Ea Series Trust
5.16K
+ 2.76%
N/A
192K $5.07B
VTV
Vanguard Value ETF

ETFs
1.54K
+ 4.21%
$153.67 - $176.74 $237K - $273K
38.2K $6.75B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.18K
+ 12.12%
$113.67 - $150.4 $134K - $177K
10.9K $1.64B
GOOG
Alphabet Inc.

Communication Services
1.6K
+ 38.58%
$146.58 - $180.01 $234K - $287K
5.73K $1.02B
IVW
Ishares S&P 500 Growth ETF

ETFs
359
+ 1.94%
$82.96 - $110.1 $29.8K - $39.5K
18.9K $2.08B
DGRO
Ishares Core Dividend Growth E

ETFs
4.93K
+ 30.37%
$55.22 - $63.94 $272K - $315K
21.2K $1.35B
STXV
Ea Ser Tr Strive 1000 Value Et
5.3K
+ 0.91%
N/A
588K $18.1B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.86K
+ 134.23%
$71.28 - $83.74 $275K - $323K
6.73K $564M
OEF
Ishares S&P 100 ETF

ETFs
502
+ 9.57%
N/A
5.75K $1.75B
WMT
Walmart Inc.

Consumer Defensive
510
+ 1.93%
$81.79 - $99.98 $41.7K - $51K
27K $2.64B
VOT
Vanguard Mid Cap Growth Index

ETFs
45
+ 0.61%
$216.28 - $284.39 $9.73K - $12.8K
7.37K $2.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
756
+ 43.35%
$483.48 - $539.8 $366K - $408K
2.5K $1.21B
META
Meta Platforms, Inc.

Communication Services
119
+ 9.75%
$484.66 - $738.09 $57.7K - $87.8K
1.34K $988M
IWF
Ishares Russell 1000 Gr ETF

ETFs
509
+ 47.44%
$320.42 - $424.58 $163K - $216K
1.58K $672M
V
Visa Inc.

Financial Services
726
+ 27.96%
$308.27 - $373.31 $224K - $271K
3.32K $1.18B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.32K
+ 71.4%
$152.42 - $182.82 $202K - $242K
3.18K $581M
RTX
Raytheon Technologies Corp

Industrials
1.64K
+ 100.0%
$113.75 - $148.48 $186K - $243K
3.27K $477M
VV
Vanguard Large Cap ETF

ETFs
231
+ 3.43%
$228.25 - $285.3 $52.7K - $65.9K
6.96K $1.99B
IWR
Ishares Russell Mid Cap ETF

ETFs
2.42K
+ 62.48%
$74.88 - $91.97 $181K - $222K
6.29K $578M
CSCO
Cisco Systems, Inc.

Technology
2.72K
+ 38.45%
$53.19 - $69.38 $145K - $189K
9.8K $680M
IEFA
Ishares Tr

ETFs
2.37K
+ 51.83%
$67.83 - $84.09 $161K - $199K
6.95K $580M
CGUS
Capital Group Core Equity ETF
4.94K
+ 45.95%
$29.93 - $36.93 $148K - $182K
15.7K $579M
STXK
Ea Ser Tr Strive 2000 ETF
2.72K
+ 3.26%
N/A
86K $2.61B
WFC
Wells Fargo & Company

Financial Services
1.87K
+ 24.93%
$60.98 - $80.12 $114K - $150K
9.39K $752M
TSLA
Tesla, Inc.

Consumer Cyclical
256
+ 11.5%
$221.86 - $362.89 $56.8K - $92.9K
2.48K $788M
CRM
Salesforce, Inc.

Technology
746
+ 75.74%
$236.26 - $291.15 $176K - $217K
1.73K $472M
KO
Coca Cola CO

Consumer Defensive
2.99K
+ 60.13%
$68.37 - $73.9 $204K - $221K
7.97K $564M
Activity Summary
Buys All Purchases 164 New Holdings 30 Increased Positions 134 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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