Holistic Planning, LLC - Q42025 Holdings

Holistic Planning, LLC holds 278 stocks with a total portfolio value of $ 469.07M as of Q42025. In Q42025, Holistic Planning, LLC added 58 new positions, increased stakes in 121 stocks, reduced 84 holdings, and fully exited 11 positions. The largest holding is Wisdomtree Tr (USFR), representing 6.35% of the total portfolio.