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 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 $324B AUM 22.36% 1-Year Est. Return

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

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

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

EFG

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

Holistic Planning's STXF Position: Q1 2026 in Review

Holistic Planning increased its Strive 500 ETF (STXF) stake by 18% in Q1 2026, buying an estimated $3.2M and bringing the position to 485,633 shares worth $20.4M. The position accounts for 4.06% of the portfolio, ranked #4.

Holistic Planning first reported a position in STXF in Q4 2023 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

Holistic Planning held 485,633 shares of Strive 500 ETF worth $20.4M as of Q1 2026.
Holistic Planning bought 72,967 Strive 500 ETF shares in Q1 2026, an estimated $3.2M.
Strive 500 ETF made up 4.06% of Holistic Planning's portfolio in Q1 2026, its #4 holding.
Holistic Planning first reported a position in Strive 500 ETF in Q4 2023 and has held it in 10 quarters since.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

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