Holistic Financial Partners Options Holdings

Holistic Financial Partners

  • $262 Million
  • Q4 2025

Options Holdings Table

Stock Option Type Value Options Held 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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