H
Holistic Planning, LLC
Holistic Planning, LLC is an institution, managing $377.2M across 228 long positions as of Q3 2025 with 79% ETF concentration.
- Portfolio Value
- $377.2M
- Positions
- 228
- Top Holding
- USFR at 8.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Holistic Planning, LLC's portfolio (42.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $33.1M | 8.79% | -$661.1K Sold | — 659.2K shares | |
ETF ETF | $20.5M | 5.42% | +$1.2M Bought | — 409.9K shares | |
ETF ETF | $20.3M | 5.38% | +$1.3M Bought | — 627.7K shares | |
ETF ETF | $19.0M | 5.04% | -$1.0M Sold | — 936.9K shares | |
ETF ETF | $18.0M | 4.78% | +$764.5K Bought | — 300.9K shares | |
ETF ETF | $14.0M | 3.72% | +$2.7M Bought | — 324.9K shares | |
ETF ETF | $13.1M | 3.46% | +$287.2K Bought | — 21.3K shares | |
ETF ETF | $8.8M | 2.34% | -$31.7K Sold | — 18.4K shares | |
Software - Infrastructure Technology | $7.4M | 1.96% | +$273.0K Bought | 0.00% 14.3K shares | |
ETF ETF | $6.7M | 1.78% | -$423.0K Sold | — 35.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Holistic Planning, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Holistic Planning, LLC
GthenA