Holistic Financial Partners Portfolio Holdings
Holistic Financial Partners
- $237 Million
- Q3 2025
Holistic Financial Partners has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $237 Million distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $52M, Schwab Strategic Tr Intl Eqty with a value of $12.4M, First Tr Value Line Divid Inde with a value of $11.6M, First Tr Large Cap Value with a value of $11.2M, and First Trust Capital Strength E with a value of $11M.
Examining the 13F form we can see an increase of $15M in the current position value, from $222M to 237M.
Below you can find more details about Holistic Financial Partners portfolio as well as his latest detailed transactions.
Portfolio value
$237 Million
ETFs: $120 Million
Healthcare: $56.7 Million
Technology: $21.9 Million
Financial Services: $10 Million
Communication Services: $7.31 Million
Consumer Cyclical: $7.11 Million
Industrials: $6.56 Million
Energy: $2.54 Million
Other: $3.95 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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