Skip to main content

Holistic Planning, LLC

SEC CIK
0002005353
Latest filing
Aug 10, 2026

GOOG holding history

Alphabet Inc. in every 13F filed by Holistic Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GOOG overviewAll 13F holders of GOOGFull Q2 2026 holdings

Shares (Q2 2026)
7,377
Value
$2.61M
% of portfolio
0.4%
Quarters held
11
Since Q4 2023
Holdings of GOOG by Holistic Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,377$2.61M0.4%+258+3.6%AddedHolders
Q1 20267,119$2.04M0.4%+322+4.7%AddedHolders
Q4 20256,797$2.13M0.5%+107+1.6%AddedHolders
Q3 20256,690$1.63M0.4%+961+16.8%AddedHolders
Q2 20255,729$1.02M0.3%+1,595+38.6%AddedHolders
Q1 20254,134$645.9K0.2%+12+0.3%AddedHolders
Q4 20244,122$785.0K0.3%+410+11.0%AddedHolders
Q3 20243,712$620.6K0.3%−47−1.3%ReducedHolders
Q2 20243,759$572.3K0.4%00.0%UnchangedHolders
Q1 20243,759$572.3K0.4%−724−16.1%ReducedHolders
Q4 20234,483$631.8K0.5%–No prior filingHolders