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Tidal Trust Iii shares owned by Holistic Planning

Quarter-by-quarter ownership of Tidal Trust Iii (AIS) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Tidal Trust Iii

Tip: Access up to 7 years of quarterly data

All positions including Tidal Trust Iii held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Trust Iii by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $297k 7.1k 41.91

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
American Centy Etf Tr Avantis Us Larg (AVLC)

View all positions for Holistic Planning

Top funds holding Tidal Trust Iii

Beaumont Financial Advisors
Citadel Advisors
Fortress Wealth Group
Tyche Wealth Partners
Jane Street
LPL Financial
SFI Advisors
Mml Investors Services
Mather Group
Goss Wealth Management
U.S. Capital Wealth Advisors
Cambridge Investment Research Advisors
Carter Financial Group
Berbice Capital Management
Kestra Advisory Services

View all funds holding Tidal Trust Iii