Stock Taper 
HOLISTIC PLANNING, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Blue Owl Capital Corporation | OBDC | 82.09K | $892.34K |
 Pfizer Inc. | PFE | 40.71K | $980.34K |
 Walmart Inc. | WMT | 38.03K | $4.31M |
 Apple Inc. | AAPL | 28.15K | $8.14M |
 Amazon.com, Inc. | AMZN | 27.51K | $6.56M |
 NVIDIA Corporation | NVDA | 23.63K | $4.73M |
 Enbridge Inc. | ENB | 21.13K | $1.15M |
 Old National Bancorp | ONB | 20.64K | $534.53K |
 Microsoft Corporation | MSFT | 19.08K | $7.12M |
 Regions Financial Corporation | RF | 18.55K | $560.13K |
 The Procter & Gamble Company | PG | 18.09K | $2.65M |
 Energy Transfer LP | ET | 18.04K | $344.82K |
 Exxon Mobil Corporation | XOM | 17.62K | $2.41M |
 Alphabet Inc. | GOOGL | 15.74K | $5.63M |
 Enterprise Products Partners L.P. | EPD | 13.96K | $513.07K |
 Ford Motor Company | F | 12.7K | $176.58K |
 Johnson & Johnson | JNJ | 12.29K | $3.12M |
 Verizon Communications Inc. | VZ | 11.93K | $505.17K |
 Golub Capital BDC, Inc. | GBDC | 11.81K | $152.1K |
 Chevron Corporation | CVX | 10.44K | $1.73M |