account_balance
Investment manager · 13F filer · SEC CIK 1729304
Holistic Financial Partners
Reported value$164Mas of Jun 30, 2026
Positions120 4 new, 30 sold out
Top 10 weight49.3%LLY alone is 14%
FiledJul 2323 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LLYELI Lilly & Co
14.2%Trimmed −71%
IWFiShares Tr
6.1%Trimmed −9%
SCHFSchwab Strategic Tr
5.8%Trimmed −39%
FTAFirst Tr Exchange-Traded Alp
4.6%Trimmed −44%
FVDFirst Tr Exchange-Traded Fd
4.3%Trimmed −38%
FTCSFirst Tr Exchange-Traded Fd
3.7%Trimmed −44%
IWDiShares Tr
2.7%Trimmed −5%
FDNFirst Tr Exchange-Traded Fd
2.6%Trimmed −44%
IWMiShares Tr
2.6%
JPMJPMorgan Chase & Co
2.6%−14%
UCONFirst Tr Exchng Traded Fd Vi
2.6%Trimmed −67%
QTECFirst Tr Exchange-Traded Fd
2.1%Trimmed −47%
LLYELI Lilly & Co
14.2%Trimmed −71%
IWFiShares Tr
6.1%
SCHFSchwab Strategic Tr
5.8%
FTAFirst Tr Exchange-Traded Alp
4.6%
FVDFirst Tr Exchange-Traded Fd
4.3%−38%
FTCSFirst Tr Exchange-Traded Fd
3.7%
IWD2.7%
FDN2.6%
IWM2.6%
JPM2.6%UCONFirst Tr Exchng Traded Fd Vi
2.6%
QTEC
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LLY ELI Lilly & Co 14.2% Trimmed −71%
IWF iShares Tr 6.1% Trimmed −9%
SCHF Schwab Strategic Tr 5.8% Trimmed −39%
FTA First Tr Exchange-Traded Alp 4.6% Trimmed −44%
FVD First Tr Exchange-Traded Fd 4.3% Trimmed −38%
FTCS First Tr Exchange-Traded Fd 3.7% Trimmed −44%
IWD iShares Tr 2.7% Trimmed −5%
FDN First Tr Exchange-Traded Fd 2.6% Trimmed −44%
IWM iShares Tr 2.6% Held
JPM JPMorgan Chase & Co 2.6% Trimmed −14%UCON First Tr Exchng Traded Fd Vi 2.6% Trimmed −67%
QTEC First Tr Exchange-Traded Fd 2.1% Trimmed −47%
What changed
Biggest moves since Mar 31, 2026
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