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Portfolio (Quarterly) Guide ↗

Holistic Financial Partners

· CIK 0001729304
13F Portfolio $276M AUM 136 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 136 New
Page 4 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WFC WELLS FARGO CO NEW Financial Services 5,132.0 $478K 0.17% NEW $93.20 -17.1%
62 WBD WARNER BROS DISCOVERY INC Communication Services 16,255.0 $468K 0.17% NEW $28.82 -6.4%
63 UNH UNITEDHEALTH GROUP INC Healthcare 1,414.0 $467K 0.17% NEW $330.05 +14.5%
64 T AT&T INC Communication Services 18,744.0 $466K 0.17% NEW $24.84 +0.8%
65 IWR ISHARES TR 4,712.0 $454K 0.16% NEW $96.27 +11.0%
66 BAC BANK AMERICA CORP Financial Services 7,896.0 $434K 0.16% NEW $55.00 -5.4%
67 ANET ARISTA NETWORKS INC Technology 3,296.0 $432K 0.16% NEW $131.03 +18.2%
68 LNC LINCOLN NATL CORP IND Financial Services 9,630.0 $429K 0.16% NEW $44.53 -19.0%
69 NOW SERVICENOW INC Technology 2,730.0 $418K 0.15% NEW $153.19 -34.1%
70 DUK DUKE ENERGY CORP NEW Utilities 3,433.0 $402K 0.15% NEW $117.21 +6.9%
71 HD HOME DEPOT INC Consumer Cyclical 1,150.0 $396K 0.14% NEW $344.10 -9.4%
72 PNC PNC FINL SVCS GROUP INC Financial Services 1,894.0 $395K 0.14% NEW $208.73 +5.6%
73 WMB WILLIAMS COS INC Energy 6,471.0 $389K 0.14% NEW $60.11 +29.7%
74 ASTRAZENECA PLC 4,201.0 $386K 0.14% NEW $91.93
75 EMBJ EMBRAER S.A. Industrials 5,888.0 $379K 0.14% NEW $64.37 -10.6%
76 MCD MCDONALDS CORP Consumer Cyclical 1,222.0 $373K 0.14% NEW $305.63 -8.3%
77 MDT MEDTRONIC PLC Healthcare 3,879.0 $373K 0.14% NEW $96.06 -18.9%
78 AFRM AFFIRM HLDGS INC Technology 4,933.0 $367K 0.13% NEW $74.43 -10.1%
79 ETN EATON CORP PLC Industrials 1,088.0 $347K 0.13% NEW $318.51 +26.7%
80 DFAC DIMENSIONAL ETF TRUST 8,716.0 $345K 0.12% NEW $39.59 +11.0%
Page 4 of 7  ·  136 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 54.3%
Technology 16.3%
Financial Services 10.5%
Communication Services 5.1%
Industrials 4.9%
Consumer Cyclical 4.8%
Energy 1.6%
Consumer Defensive 1.5%
Utilities 1.1%