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Portfolio (Quarterly) Guide ↗

Holistic Financial Partners

· CIK 0001729304
13F Portfolio $269M AUM 146 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 52 Added 43 Reduced 7 Exited
Page 2 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 13,335.0 $2.8M 1.03% -896.0 -6.3% $208.27 +27.9%
22 SCHE SCHWAB STRATEGIC TR 84,113.0 $2.8M 1.03% +3K +3.2% $32.95 +8.5%
23 IAU ISHARES GOLD TR Financial Services 30,322.0 $2.7M 0.99% $88.16 -3.8%
24 FXH FIRST TR EXCHANGE-TRADED FD 22,609.0 $2.5M 0.92% -3K -10.2% $109.77 +4.6%
25 MSFT MICROSOFT CORP Technology 6,224.0 $2.3M 0.86% -203.0 -3.2% $370.19 +13.1%
26 IVV ISHARES TR 3,433.0 $2.2M 0.83% +1K +71.4% $653.16 +14.7%
27 SPYM SPDR SERIES TRUST 25,989.0 $2.0M 0.74% $76.54 +14.6%
28 AVGO BROADCOM INC Technology 6,413.0 $2.0M 0.74% +162.0 +2.6% $309.51 +33.8%
29 VWO VANGUARD INTL EQUITY INDEX F 31,907.0 $1.7M 0.64% -1K -3.3% $54.05 +9.1%
30 XOM EXXON MOBIL CORP Energy 9,705.0 $1.6M 0.61% -516.0 -5.0% $169.66 -8.7%
31 NFLX NETFLIX INC. Communication Services 16,531.0 $1.6M 0.59% -2K -12.3% $96.15 -7.9%
32 TDIV FIRST TR EXCHANGE TRADED FD 15,475.0 $1.4M 0.54% +515.0 +3.4% $93.66 +23.8%
33 GOOGL ALPHABET INC Communication Services 4,995.0 $1.4M 0.53% +108.0 +2.2% $287.56 +33.2%
34 IGIB ISHARES TR 26,013.0 $1.4M 0.52% +647.0 +2.5% $53.22 -0.7%
35 TSLA TESLA INC Consumer Cyclical 3,718.0 $1.4M 0.51% +49.0 +1.3% $371.75 +14.6%
36 RTX RTX CORPORATION Industrials 6,674.0 $1.3M 0.48% -378.0 -5.4% $192.90 -8.2%
37 GS GOLDMAN SACHS GROUP INC Financial Services 1,511.0 $1.3M 0.47% -65.0 -4.1% $845.99 +17.8%
38 FTXO FIRST TR EXCHANGE TRADED FD 32,683.0 $1.2M 0.44% +7K +29.1% $36.17 +5.6%
39 SEB SEABOARD CORP DEL Industrials 200.0 $1.1M 0.42% $5654.02 -13.0%
40 META META PLATFORMS INC Communication Services 1,924.0 $1.1M 0.41% +116.0 +6.4% $572.13 +6.7%
Page 2 of 8  ·  146 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 50.5%
Technology 16.5%
Financial Services 10.3%
Industrials 6.5%
Communication Services 5.2%
Consumer Cyclical 4.6%
Energy 3.1%
Consumer Defensive 1.9%
Utilities 1.1%
Basic Materials 0.2%