Holistic Planning’s Sprott Silver Miners & Physical Silver ETF SLVR Stock Holding History

Holistic Planning’s Portfolio SLVR Stock Details SLVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$209K	Buy	+3,527	New	+$236K	0.04%	285

Other funds holding SLVR

Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Holistic Planning's SLVR Position: Q1 2026 in Review

Holistic Planning opened a new position in Sprott Silver Miners & Physical Silver ETF (SLVR) in Q1 2026: 3,527 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #285 among its holdings.

100 funds tracked by Wall St. Rank hold SLVR as of Q1 2026.

Holistic Planning held 3,527 shares of Sprott Silver Miners & Physical Silver ETF worth $209K as of Q1 2026.
Sprott Silver Miners & Physical Silver ETF was a new Holistic Planning position in Q1 2026.
Sprott Silver Miners & Physical Silver ETF made up 0.04% of Holistic Planning's portfolio in Q1 2026, its #285 holding.
100 funds tracked by Wall St. Rank held Sprott Silver Miners & Physical Silver ETF as of Q1 2026.

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