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Holistic Planning’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Holistic Planning’s Portfolio FELG Stock Details FELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$353K Buy
8,061
+834
+12% +$35.6K 0.05% 253
2026
Q1 		$271K Buy
7,227
+1,198
+20% +$47.8K 0.05% 250
2025
Q4 		$251K Buy
+6,029
New +$251K 0.05% 243

Other funds holding FELG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Holistic Planning's FELG Position: Q2 2026 in Review

Holistic Planning increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 12% in Q2 2026, buying an estimated $35.6K and bringing the position to 8,061 shares worth $353K. The position accounts for 0.05% of the portfolio, ranked #253.

Holistic Planning first reported a position in FELG in Q4 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

  • Holistic Planning held 8,061 shares of Fidelity Enhanced Large Cap Growth ETF worth $353K as of Q2 2026.
  • Holistic Planning bought 834 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $35.6K.
  • Fidelity Enhanced Large Cap Growth ETF made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #253 holding.
  • Holistic Planning first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.