Holistic Planning’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Holistic Planning’s Portfolio SEIV Stock Details SEIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$500K	Buy	+12,035	New	+$508K	0.1%	178

Other funds holding SEIV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Holistic Planning's SEIV Position: Q1 2026 in Review

Holistic Planning opened a new position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q1 2026: 12,035 shares worth $500K. The stake represents 0.1% of the portfolio and ranks #178 among its holdings.

57 funds tracked by Wall St. Rank hold SEIV as of Q1 2026.

Holistic Planning held 12,035 shares of SEI QiM U.S. Large Cap Value Active ETF worth $500K as of Q1 2026.
SEI QiM U.S. Large Cap Value Active ETF was a new Holistic Planning position in Q1 2026.
SEI QiM U.S. Large Cap Value Active ETF made up 0.1% of Holistic Planning's portfolio in Q1 2026, its #178 holding.
57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q1 2026.

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