§ 13F · FUND PROFILE
Holistic Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $349.3T (13F)Positions · 275Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$48.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 592K | $29.8T | 6.4% | −10% |
| 2 | FTSM | FIRST TR EXCHANGE-TRADED FD | 312K | $18.7T | 4.0% | +4% |
| 3 | STRV | EA SERIES TRUST | 406K | $17.9T | 3.8% | +25% |
| 4 | BUXX | EA SERIES TRUST | 877K | $17.8T | 3.8% | — |
| 5 | STXV | EA SERIES TRUST | 526K | $17.6T | 3.8% | −12% |
| 6 | STXG | EA SERIES TRUST | 336K | $17.1T | 3.6% | −14% |
| 7 | VOO | VANGUARD INDEX FDS | 24K | $15.4T | 3.3% | +15% |
| 8 | SGVT | SCHWAB STRATEGIC TR | 145K | $14.5T | 3.1% | +409% |
| 9 | VUG | VANGUARD INDEX FDS | 19K | $9.3T | 2.0% | +4% |
| 10 | SPYM | SPDR SERIES TRUST | 113K | $9.0T | 1.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOLISTIC SIGNAL
AC read
Holistic Planning, LLC is a Other fund managing $349344.3 trillion in assets. The fund runs a broad portfolio of 275 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed