Stock Taper 
HOLISTIC PLANNING, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Palantir Technologies Inc. | PLTR | 2.2K | $256.56K |
 Lowe's Companies, Inc. | LOW | 2.18K | $481.47K |
 Dollar General Corporation | DG | 2.08K | $239.62K |
 Intel Corp. | INTC | 2.08K | $289.93K |
 Valero Energy Corporation | VLO | 1.94K | $504.46K |
 QUALCOMM Incorporated | QCOM | 1.92K | $355.07K |
 The Home Depot, Inc. | HD | 1.78K | $626.4K |
 AbbVie Inc. | ABBV | 1.67K | $421.16K |
 Capital One Financial Corporation | COF | 1.67K | $335.04K |
 3M Company | MMM | 1.67K | $270.06K |
 Welltower Inc. | WELL | 1.53K | $346.92K |
 Twilio Inc. | TWLO | 1.48K | $304.24K |
 Texas Instruments Incorporated | TXN | 1.41K | $418.79K |
 Eli Lilly and Company | LLY | 1.25K | $1.5M |
 GE Aerospace | GE | 1.24K | $463.02K |
 Costco Wholesale Corporation | COST | 1.05K | $981.16K |
 Caterpillar Inc. | CAT | 966 | $1.03M |
 Cigna Corporation | CI | 916 | $252.63K |
 Deere & Company | DE | 908 | $575.89K |
 Illinois Tool Works Inc. | ITW | 770 | $208.29K |