Holistic Financial Partners Portfolio Holdings

Holistic Financial Partners

  • $262 Million
  • Q4 2025

Holistic Financial Partners has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $262 Million distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $69.3M, Schwab Strategic Tr Intl Eqty with a value of $13.2M, First Tr ETF Viii Tcw Unconstr with a value of $11.9M, First Tr Large Cap Value with a value of $11.6M, and First Tr Value Line Divid Inde with a value of $10.8M.

Examining the 13F form we can see an increase of $25.8M in the current position value, from $237M to 262M.

Below you can find more details about Holistic Financial Partners portfolio as well as his latest detailed transactions.

Portfolio value $262 Million
ETFs: $127 Million
Healthcare: $74.4 Million
Technology: $24.7 Million
Financial Services: $9.7 Million
Communication Services: $7.1 Million
Consumer Cyclical: $6.79 Million
Industrials: $6.56 Million
Energy: $2.33 Million
Other: $3.68 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $262 Million
  • Prior Value $237 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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