Holistic Planning’s Strive FAANG 2.0 ETF FTWO Stock Holding History

Holistic Planning’s Portfolio FTWO Stock Details FTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$253K	Buy	+5,559	New	+$254K	0.05%	259
2025 Q4	–	Sell	-8,829	Closed	-$348K	–	285
2025 Q3	$348K	Buy	8,829 +75	+0.9%	+$2.79K	0.09%	172
2025 Q2	$313K	Buy	8,754 +899	+11%	+$29.2K	0.09%	170
2025 Q1	$241K	Buy	+7,855	New	+$244K	0.08%	162

Other funds holding FTWO

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Holistic Planning's FTWO Position: Q1 2026 in Review

Holistic Planning opened a new position in Strive FAANG 2.0 ETF (FTWO) in Q1 2026: 5,559 shares worth $253K. The stake represents 0.05% of the portfolio and ranks #259 among its holdings. This is a return to the name: Holistic Planning previously reported a position in FTWO as recently as Q3 2025.

Holistic Planning first reported a position in FTWO in Q1 2025 and has held it in 4 quarters since. The position peaked at $348K in Q3 2025. 31 funds tracked by Wall St. Rank hold FTWO as of Q1 2026.

Holistic Planning held 5,559 shares of Strive FAANG 2.0 ETF worth $253K as of Q1 2026.
Strive FAANG 2.0 ETF was a new Holistic Planning position in Q1 2026.
Strive FAANG 2.0 ETF made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #259 holding.
Holistic Planning first reported a position in Strive FAANG 2.0 ETF in Q1 2025 and has held it in 4 quarters since.
Holistic Planning's Strive FAANG 2.0 ETF position peaked at $348K in Q3 2025.
31 funds tracked by Wall St. Rank held Strive FAANG 2.0 ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.