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Holistic Planning, LLC

SEC CIK
0002005353
Latest filing
Aug 10, 2026

GOOGL 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.

GOOGL overviewAll 13F holders of GOOGLFull Q2 2026 holdings

Shares (Q2 2026)
15,742
Value
$5.63M
% of portfolio
0.9%
Quarters held
11
Since Q4 2023
Holdings of GOOGL by Holistic Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,742$5.63M0.9%+1,204+8.3%AddedHolders
Q1 202614,538$4.18M0.8%+581+4.2%AddedHolders
Q4 202513,957$4.37M0.9%+566+4.2%AddedHolders
Q3 202513,391$3.26M0.9%+762+6.0%AddedHolders
Q2 202512,629$2.23M0.6%+2,534+25.1%AddedHolders
Q1 202510,095$1.56M0.5%−940−8.5%ReducedHolders
Q4 202411,035$2.09M0.8%+140+1.3%AddedHolders
Q3 202410,895$1.81M0.8%+1,675+18.2%AddedHolders
Q2 20249,220$1.39M1.1%00.0%UnchangedHolders
Q1 20249,220$1.39M1.1%−1,024−10.0%ReducedHolders
Q4 202310,244$1.43M1.2%–No prior filingHolders