HOLISTIC PLANNING, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OBDC | 107K | $1.18M |
 | PFE | 42K | $1.18M |
 | AMZN | 26K | $5.34M |
 | AAPL | 26K | $6.50M |
 | WMT | 25K | $3.09M |
 | NVDA | 22K | $3.79M |
 | ONB | 21K | $453.48K |
 | ET | 18K | $347.66K |
 | PG | 17K | $2.53M |
 | MSFT | 17K | $6.47M |
 | ENB | 17K | $925.37K |
 | RF | 17K | $445.19K |
 | XOM | 17K | $2.86M |
 | GOOGL | 15K | $4.18M |
 | EPD | 14K | $528.13K |
 | F | 13K | $145.15K |
 | VZ | 13K | $628.95K |
 | WFC | 10K | $790.99K |
 | CVX | 10K | $2.04M |
 | KO | 10K | $748.21K |
Blue Owl Capital Corporation
OBDC
Shares Held
107K
Value
$1.18M
Pfizer Inc.
PFE
Shares Held
42K
Value
$1.18M
Amazon.com, Inc.
AMZN
Shares Held
26K
Value
$5.34M
Apple Inc.
AAPL
Shares Held
26K
Value
$6.50M
Walmart Inc.
WMT
Shares Held
25K
Value
$3.09M
NVIDIA Corporation
NVDA
Shares Held
22K
Value
$3.79M
Old National Bancorp
ONB
Shares Held
21K
Value
$453.48K
Energy Transfer LP
ET
Shares Held
18K
Value
$347.66K
The Procter & Gamble Company
PG
Shares Held
17K
Value
$2.53M
Microsoft Corporation
MSFT
Shares Held
17K
Value
$6.47M
Enbridge Inc.
ENB
Shares Held
17K
Value
$925.37K
Regions Financial Corporation
RF
Shares Held
17K
Value
$445.19K
Exxon Mobil Corporation
XOM
Shares Held
17K
Value
$2.86M
Alphabet Inc.
GOOGL
Shares Held
15K
Value
$4.18M
Enterprise Products Partners L.P.
EPD
Shares Held
14K
Value
$528.13K
Ford Motor Company
F
Shares Held
13K
Value
$145.15K
Verizon Communications Inc.
VZ
Shares Held
13K
Value
$628.95K
Wells Fargo & Company
WFC
Shares Held
10K
Value
$790.99K
Chevron Corporation
CVX
Shares Held
10K
Value
$2.04M
The Coca-Cola Company
KO
Shares Held
10K
Value
$748.21K