Holistic Planning, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $349 Billion distributed in 275 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $33.8B, Ea Series Trust with a value of $20.1B, Ea Ser Tr Strive 1000 Value Et with a value of $18.1B, Ea Ser Tr Strive 1000 Growth E with a value of $17.7B, and First Tr Enhanced Traded Fd Iv with a value of $17.2B.

Examining the 13F form we can see an increase of $54.1B in the current position value, from $295B to 349B.

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 $349 Billion
ETFs: $185 Billion
Technology: $19.8 Billion
Consumer Defensive: $8.41 Billion
Consumer Cyclical: $7.88 Billion
Energy: $7.62 Billion
Financial Services: $7.06 Billion
Communication Services: $6.03 Billion
Healthcare: $3.39 Billion
Other: $3.48 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 275
  • Current Value $349 Billion
  • Prior Value $295 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 134 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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