Holistic Financial Partners
Holistic Financial Partners reported 120 positions worth $163.6M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: LLY (14.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LLY | SH | $23.2M | 14.19% | 19,363 | — | — | |
| ▸ 2 | IWF | SH | $10.0M | 6.13% | 80,797 | — | — | |
| ▸ 3 | SCHF | SH | $9.5M | 5.80% | 342,413 | — | — | |
| ▸ 4 | FTA | SH | $7.6M | 4.63% | 78,335 | — | — | |
| ▸ 5 | FVD | SH | $7.0M | 4.26% | 144,711 | — | — | |
| ▸ 6 | FTCS | SH | $6.1M | 3.73% | 65,013 | — | — | |
| ▸ 7 | IWD | SH | $4.4M | 2.71% | 18,284 | — | — | |
| ▸ 8 | FDN | SH | $4.3M | 2.64% | 16,325 | — | — | |
| ▸ 9 | IWM | SH | $4.3M | 2.64% | 14,373 | — | — | |
| ▸ 10 | JPM | SH | $4.2M | 2.58% | 12,899 | — | — |
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Frequently Asked Questions
What stocks does Holistic Financial Partners hold as of Q2 2026?
Holistic Financial Partners reported 120 positions worth $163.6M in its Q2 2026 13F filing. Largest positions: LLY (14.2%), IWF (6.1%), SCHF (5.8%), FTA (4.6%) and FVD (4.3%).
What did Holistic Financial Partners buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Holistic Financial Partners sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.