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Holistic Planning’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Holistic Planning’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Buy
25,730
+4,411
+21% +$194K 0.19% 112
2026
Q1 		$810K Buy
21,319
+14,008
+192% +$551K 0.16% 121
2025
Q4 		$276K Buy
+7,311
New +$273K 0.06% 230

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Holistic Planning's FESM Position: Q2 2026 in Review

Holistic Planning increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 21% in Q2 2026, buying an estimated $194K and bringing the position to 25,730 shares worth $1.24M. The position accounts for 0.19% of the portfolio, ranked #112.

Holistic Planning first reported a position in FESM in Q4 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Holistic Planning held 25,730 shares of Fidelity Enhanced Small Cap Core ETF worth $1.24M as of Q2 2026.
  • Holistic Planning bought 4,411 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $194K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.19% of Holistic Planning's portfolio in Q2 2026, its #112 holding.
  • Holistic Planning first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

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