Holistic Planning’s Strive 500 ETF STXF Stock Holding History

Holistic Planning’s Portfolio STXF Stock Details STXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.3M	Buy	585,228 +99,595	+21%	+$4.66M	4.4%	1
2026 Q1	$20.4M	Buy	485,633 +72,967	+18%	+$3.2M	4.06%	4
2025 Q4	$18.2M	Buy	412,666 +87,802	+27%	+$3.84M	3.88%	4
2025 Q3	$14M	Buy	324,864 +61,914	+24%	+$2.57M	3.68%	6
2025 Q2	$10.5M	Buy	262,950 +21,589	+9%	+$797K	3.02%	7
2025 Q1	$8.7M	Buy	241,361 +26,738	+12%	+$1.01M	2.95%	6
2024 Q4	$8.11M	Buy	214,623 +124,589	+138%	+$4.73M	2.94%	6
2024 Q3	$3.32M	Buy	90,034 +29,825	+50%	+$1.06M	1.4%	14
2024 Q2	$2.03M	Hold	60,209	–	–	1.56%	17
2024 Q1	$2.03M	Sell	60,209 -17,452	-22%	-$559K	1.55%	17
2023 Q4	$2.37M	Buy	+77,661	New	+$2.22M	2%	9

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Holistic Planning's STXF Position: Q2 2026 in Review

Holistic Planning increased its Strive 500 ETF (STXF) stake by 21% in Q2 2026, buying an estimated $4.66M and bringing the position to 585,228 shares worth $28.3M. The position accounts for 4.4% of the portfolio, ranked #1.

Holistic Planning first reported a position in STXF in Q4 2023 and has held it in 11 quarters since. 142 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

Holistic Planning held 585,228 shares of Strive 500 ETF worth $28.3M as of Q2 2026.
Holistic Planning bought 99,595 Strive 500 ETF shares in Q2 2026, an estimated $4.66M.
Strive 500 ETF made up 4.4% of Holistic Planning's portfolio in Q2 2026, its #1 holding.
Holistic Planning first reported a position in Strive 500 ETF in Q4 2023 and has held it in 11 quarters since.
142 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

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