Holistic Planning’s VistaShares Target 15 Berkshire Select Income ETF OMAH Stock Holding History

Holistic Planning’s Portfolio OMAH Stock Details OMAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$199K	Buy	+11,401	New	+$211K	0.03%	348

Other funds holding OMAH

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Holistic Planning's OMAH Position: Q3 2026 in Review

Holistic Planning opened a new position in VistaShares Target 15 Berkshire Select Income ETF (OMAH) in Q3 2026: 11,401 shares worth $199K. The stake represents 0.03% of the portfolio and ranks #348 among its holdings.

54 funds tracked by Wall St. Rank hold OMAH as of Q3 2026.

Holistic Planning held 11,401 shares of VistaShares Target 15 Berkshire Select Income ETF worth $199K as of Q3 2026.
VistaShares Target 15 Berkshire Select Income ETF was a new Holistic Planning position in Q3 2026.
VistaShares Target 15 Berkshire Select Income ETF made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #348 holding.
54 funds tracked by Wall St. Rank held VistaShares Target 15 Berkshire Select Income ETF as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.