Stock Taper 
HOLISTIC PLANNING, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PepsiCo, Inc. | PEP | 4.69K | $635.49K |
 Truist Financial Corporation | TFC | 4.35K | $216.81K |
 Visa Inc. | V | 3.95K | $1.36M |
 Starbucks Corporation | SBUX | 3.86K | $394.84K |
 RTX Corporation | RTX | 3.85K | $730.55K |
 International Business Machines Corporation | IBM | 3.72K | $1.05M |
 NextEra Energy, Inc. | NEE | 3.71K | $325.45K |
 Evergy, Inc. | EVRG | 3.65K | $315.31K |
 Emerson Electric Co. | EMR | 3.56K | $508.88K |
 Union Pacific Corporation | UNP | 3.46K | $939.66K |
 Aon plc | AON | 3.32K | $1.1M |
 Space Exploration Technologies Corp. | SPCX | 3.24K | $553.09K |
 Oracle Corporation | ORCL | 3.22K | $471.75K |
 Sysco Corporation | SYY | 2.87K | $240.08K |
 Berkshire Hathaway Inc. | BRK-B | 2.84K | $1.42M |
 Meta Platforms, Inc. | META | 2.84K | $1.6M |
 ConocoPhillips | COP | 2.71K | $281.93K |
 Advanced Micro Devices, Inc. | AMD | 2.4K | $1.39M |
 McDonald's Corporation | MCD | 2.36K | $638.67K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.24K | $1.07M |