HOLISTIC PLANNING, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OBDC | 120K | $1.49M |
 | PFE | 46K | $1.13M |
 | AAPL | 26K | $7.01M |
 | WMT | 25K | $2.81M |
 | AMZN | 24K | $5.49M |
 | ONB | 20K | $454.77K |
 | NVDA | 19K | $3.49M |
 | ET | 18K | $297.04K |
 | PG | 18K | $2.53M |
 | XOM | 17K | $2.09M |
 | RF | 17K | $465.69K |
 | MSFT | 16K | $7.74M |
 | ENB | 15K | $735.45K |
 | F | 14K | $184.76K |
 | GOOGL | 14K | $4.37M |
 | EPD | 14K | $447.44K |
 | VZ | 13K | $523.38K |
 | T | 11K | $275.79K |
 | WFC | 10K | $941.63K |
 | KO | 10K | $700.95K |
Blue Owl Capital Corporation
OBDC
Shares Held
120K
Value
$1.49M
Pfizer Inc.
PFE
Shares Held
46K
Value
$1.13M
Apple Inc.
AAPL
Shares Held
26K
Value
$7.01M
Walmart Inc.
WMT
Shares Held
25K
Value
$2.81M
Amazon.com, Inc.
AMZN
Shares Held
24K
Value
$5.49M
Old National Bancorp
ONB
Shares Held
20K
Value
$454.77K
NVIDIA Corporation
NVDA
Shares Held
19K
Value
$3.49M
Energy Transfer LP
ET
Shares Held
18K
Value
$297.04K
The Procter & Gamble Company
PG
Shares Held
18K
Value
$2.53M
Exxon Mobil Corporation
XOM
Shares Held
17K
Value
$2.09M
Regions Financial Corporation
RF
Shares Held
17K
Value
$465.69K
Microsoft Corporation
MSFT
Shares Held
16K
Value
$7.74M
Enbridge Inc.
ENB
Shares Held
15K
Value
$735.45K
Ford Motor Company
F
Shares Held
14K
Value
$184.76K
Alphabet Inc.
GOOGL
Shares Held
14K
Value
$4.37M
Enterprise Products Partners L.P.
EPD
Shares Held
14K
Value
$447.44K
Verizon Communications Inc.
VZ
Shares Held
13K
Value
$523.38K
AT&T Inc.
T
Shares Held
11K
Value
$275.79K
Wells Fargo & Company
WFC
Shares Held
10K
Value
$941.63K
The Coca-Cola Company
KO
Shares Held
10K
Value
$700.95K