Holistic Planning, LLC Portfolio Holdings
Holistic Planning, LLC
- $381 Billion
- Q3 2025
Holistic Planning, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $381 Billion distributed in 277 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $33.1B, Ea Ser Tr Strive 1000 Growth E with a value of $20.5B, Ea Ser Tr Strive 1000 Value Et with a value of $20.3B, Ea Series Trust with a value of $19B, and First Tr Enhanced Traded Fd Iv with a value of $18B.
Examining the 13F form we can see an increase of $31.5B in the current position value, from $349B to 381B.
Holistic Planning, LLC is based out at Nacogdoches, TX
Below you can find more details about Holistic Planning, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 277
- Current Value $381 Billion
- Prior Value $349 Billion
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 20 stocks
- Additional Purchases 85 stocks
- Sold out of 0 stocks
- Reduced holdings in 110 stocks