Holistic Financial Partners - Portfolio overview
Holistic Financial Partners has 164 reported holdings in this dataset, with the latest filing dated 2026-05-05.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Healthcare and Technology.
Largest reported holdings by portfolio allocation
- LLY - ELI LILLY & CO, 22.66%
- SCHF - SCHWAB STRATEGIC TR, 5.03%
- FTA - FIRST TR EXCHANGE-TRADED ALP, 4.73%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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