Stock Taper 
HOLISTIC PLANNING, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Aerospace | GE | 1.24K | $463.02K |
 Eli Lilly and Company | LLY | 1.25K | $1.5M |
 Texas Instruments Incorporated | TXN | 1.41K | $418.79K |
 Twilio Inc. | TWLO | 1.48K | $304.24K |
 Welltower Inc. | WELL | 1.53K | $346.92K |
 3M Company | MMM | 1.67K | $270.06K |
 Capital One Financial Corporation | COF | 1.67K | $335.04K |
 AbbVie Inc. | ABBV | 1.67K | $421.16K |
 The Home Depot, Inc. | HD | 1.78K | $626.4K |
 QUALCOMM Incorporated | QCOM | 1.92K | $355.07K |
 Valero Energy Corporation | VLO | 1.94K | $504.46K |
 Intel Corp. | INTC | 2.08K | $289.93K |
 Dollar General Corporation | DG | 2.08K | $239.62K |
 Lowe's Companies, Inc. | LOW | 2.18K | $481.47K |
 Palantir Technologies Inc. | PLTR | 2.2K | $256.56K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.24K | $1.07M |
 McDonald's Corporation | MCD | 2.36K | $638.67K |
 Advanced Micro Devices, Inc. | AMD | 2.4K | $1.39M |
 ConocoPhillips | COP | 2.71K | $281.93K |
 Meta Platforms, Inc. | META | 2.84K | $1.6M |