Holistic Planning, LLC - Q12026 Holdings

Holistic Planning, LLC holds 292 stocks with a total portfolio value of $ 501.72M as of Q12026. In Q12026, Holistic Planning, LLC added 33 new positions, increased stakes in 129 stocks, reduced 111 holdings, and fully exited 19 positions. The largest holding is Wisdomtree Tr (USFR), representing 4.77% of the total portfolio.