Stock Taper 
HOLISTIC PLANNING, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-B | 2.84K | $1.42M |
 Sysco Corporation | SYY | 2.87K | $240.08K |
 Oracle Corporation | ORCL | 3.22K | $471.75K |
 Space Exploration Technologies Corp. | SPCX | 3.24K | $553.09K |
 Aon plc | AON | 3.32K | $1.1M |
 Union Pacific Corporation | UNP | 3.46K | $939.66K |
 Emerson Electric Co. | EMR | 3.56K | $508.88K |
 Evergy, Inc. | EVRG | 3.65K | $315.31K |
 NextEra Energy, Inc. | NEE | 3.71K | $325.45K |
 International Business Machines Corporation | IBM | 3.72K | $1.05M |
 RTX Corporation | RTX | 3.85K | $730.55K |
 Starbucks Corporation | SBUX | 3.86K | $394.84K |
 Visa Inc. | V | 3.95K | $1.36M |
 Truist Financial Corporation | TFC | 4.35K | $216.81K |
 PepsiCo, Inc. | PEP | 4.69K | $635.49K |
 Altria Group, Inc. | MO | 5.05K | $363.55K |
 Bank of America Corporation | BAC | 5.26K | $299.71K |
 Merck & Co., Inc. | MRK | 5.83K | $749.68K |
 CSX Corporation | CSX | 5.9K | $280.43K |
 IonQ, Inc. | IONQ | 6.03K | $321K |