Holistic Planning, LLC Portfolio Holdings

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

Holistic Planning, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $295 Billion distributed in 239 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $38.7B, First Tr Enhanced Traded Fd Iv with a value of $18B, Ea Ser Tr Strive 1000 Value Et with a value of $17.8B, Ea Series Trust with a value of $16.6B, and Ea Ser Tr Strive 1000 Growth E with a value of $14.9B.

Examining the 13F form we can see an increase of $19.4B in the current position value, from $276B to 295B.

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.

Portfolio value $295 Billion
ETFs: $163 Billion
Technology: $12.1 Billion
Energy: $6.84 Billion
Consumer Defensive: $6.65 Billion
Consumer Cyclical: $5.47 Billion
Communication Services: $4.31 Billion
Financial Services: $3.78 Billion
Healthcare: $3.2 Billion
Other: $2.63 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$604M
$12.7 Million 0.0% of portfolio
11,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 239
  • Current Value $295 Billion
  • Prior Value $276 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 25 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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