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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 2 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RDVY FIRST TR EXCHANGE TRADED FD 44,165.0 $3.1M 1.11% NEW $69.47 +8.3%
22 FXH FIRST TR EXCHANGE TRADED FD 25,192.0 $2.9M 1.04% NEW $113.82 +0.8%
23 SCHE SCHWAB STRATEGIC TR 81,539.0 $2.7M 0.97% NEW $32.75 +9.2%
24 IAU ISHARES GOLD TR Financial Services 30,322.0 $2.5M 0.89% NEW $81.17 +4.5%
25 TKR TIMKEN CO Industrials 27,666.0 $2.3M 0.84% NEW $84.13 +42.6%
26 AVGO BROADCOM INC Technology 6,251.0 $2.2M 0.79% NEW $346.10 +19.7%
27 SPYM SPDR SERIES TRUST 25,989.0 $2.1M 0.76% NEW $80.22 +9.4%
28 VWO VANGUARD INTL EQUITY INDEX F 33,007.0 $1.8M 0.64% NEW $53.76 +9.7%
29 NFLX NETFLIX INC Communication Services 18,858.0 $1.8M 0.64% NEW $93.76 -5.5%
30 TSLA TESLA INC Consumer Cyclical 3,669.0 $1.7M 0.60% NEW $449.72 -5.3%
31 GOOGL ALPHABET INC Communication Services 4,887.0 $1.5M 0.56% NEW $313.00 +22.4%
32 TDIV FIRST TR EXCHANGE TRADED FD 14,960.0 $1.4M 0.53% NEW $96.84 +19.7%
33 GS GOLDMAN SACHS GROUP INC Financial Services 1,576.0 $1.4M 0.50% NEW $879.00 +13.4%
34 IVV ISHARES TR 2,003.0 $1.4M 0.50% NEW $685.02 +9.4%
35 IGIB ISHARES TR 25,366.0 $1.4M 0.50% NEW $53.88 -1.9%
36 RTX RTX CORPORATION Industrials 7,052.0 $1.3M 0.47% NEW $183.40 -3.5%
37 XOM EXXON MOBIL CORP Energy 10,221.0 $1.2M 0.45% NEW $120.34 +28.7%
38 META META PLATFORMS INC Communication Services 1,808.0 $1.2M 0.43% NEW $660.09 -7.5%
39 IBM INTERNATIONAL BUSINESS MACHS Technology 3,423.0 $1.0M 0.37% NEW $296.21 -14.3%
40 FTXO FIRST TR EXCHANGE TRADED FD 25,318.0 $957K 0.35% NEW $37.79 +1.1%
Page 2 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%