Holistic Planning, LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationnacogdoches, TX
- CIK0002005353
- Alternate namesUPTICK PARTNERS, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
219 | $349.35M | USFR, BUXX, STXV, STXG | 13F-HR | Jul 28, 2025 | 000198615225000054 | ||
190 | $295.28M | USFR, FTSM, STXV, BUXX | 13F-HR | Apr 24, 2025 | 000198615225000034 | ||
171 | $275.93M | USFR, STXV, FTSM, STXG | 13F-HR | Jan 24, 2025 | 000198615225000007 | ||
156 | $236.47M | USFR, STXV, STXG, VTV | 13F-HR | Nov 1, 2024 | 000198615224000053 | ||
117 | $130.13M | USFR, VTV, VOO, STXV | 13F-HR | Jul 22, 2024 | 000198615224000029 | ||
118 | $131.01M | USFR, VTV, VOO, STXV | 13F-HR | May 1, 2024 | 000198615224000013 | ||
117 | $118.74M | USFR, VTV, VOO, CGDV | 13F-HR | Feb 14, 2024 | 000200535324000001 |