Holistic Planning, LLC

Business address
777 East Austin St., Nacogdoches, TX, 75965
Top securities (13F)
USFR, STXG, STXV, BUXX, FTSM, STRV, VOO, VUG, MSFT, VTV, VYM, QQQ, IVV, VO, AAPL, DFEB, STXM, AMZN, SPY, and VIG
State of incorporation
DE
Fiscal year end
31 December
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Holistic Planning, LLC has filed 10 SEC EDGAR filings since 14 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 04 Nov 2025 30 Sep 2025 028-23827
N-PX Open Document Open Filing 26 Aug 2025 30 Jun 2025 028-23827
13F-HR Open Document Open Filing 28 Jul 2025 30 Jun 2025 028-23827
13F-HR Open Document Open Filing 24 Apr 2025 31 Mar 2025 028-23827
13F-HR Open Document Open Filing 24 Jan 2025 31 Dec 2024 028-23827
13F-HR Open Document Open Filing 01 Nov 2024 30 Sep 2024 028-23827
N-PX Open Document Open Filing 22 Jul 2024 30 Jun 2024 028-23827
13F-HR Open Document Open Filing 22 Jul 2024 30 Jun 2024 028-23827
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-23827
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-23827