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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 4 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVX CHEVRON CORPORATION Energy 2,318.0 $480K 0.18% +87.0 +3.9% $206.90 -8.4%
62 WMB WILLIAMS COS INC Energy 6,456.0 $470K 0.17% $72.78 +7.1%
63 IWR ISHARES TR 4,712.0 $458K 0.17% $97.23 +9.9%
64 WBD WARNER BROS DISCOVERY INC Communication Services 16,275.0 $447K 0.17% $27.46 -1.8%
65 DUK DUKE ENERGY CORP NEW Utilities 3,397.0 $445K 0.17% -36.0 -1.1% $130.94 -4.3%
66 MCD MCDONALDS CORP Consumer Cyclical 1,414.0 $439K 0.16% +192.0 +15.7% $310.79 -9.8%
67 WFC WELLS FARGO & CO Financial Services 5,372.0 $428K 0.16% +240.0 +4.7% $79.61 -3.0%
68 BLK BLACKROCK INC Financial Services 434.0 $417K 0.15% -14.0 -3.1% $961.71 +11.9%
69 ETN EATON CORP PLC Industrials 1,164.0 $416K 0.15% +76.0 +7.0% $357.67 +12.8%
70 ANET ARISTA NETWORKS INC Technology 3,283.0 $403K 0.15% $122.78 +26.1%
71 AZN ASTRAZENECA PLC Healthcare 1,956.0 $386K 0.14% NEW $197.22 -4.9%
72 NEE NEXTERA ENERGY INC Utilities 4,142.0 $385K 0.14% +56.0 +1.4% $92.88 -5.4%
73 MU MICRON TECHNOLOGY INC Technology 1,118.0 $378K 0.14% -66.0 -5.6% $337.84 +154.5%
74 SHOP SHOPIFY INC Technology 3,093.0 $367K 0.14% -60.0 -1.9% $118.62 -12.4%
75 VRT VERTIV HOLDINGS CO Industrials 1,426.0 $357K 0.13% $250.60 +34.8%
76 SLV ISHARES SILVER TR Financial Services 5,066.0 $345K 0.13% $68.14 +0.9%
77 LNC LINCOLN NATL CORP IND Financial Services 9,630.0 $342K 0.13% $35.50 +1.6%
78 MO ALTRIA GROUP INC Consumer Defensive 5,171.0 $341K 0.13% NEW $65.99 +10.1%
79 MCK MCKESSON CORP Healthcare 394.0 $341K 0.13% +30.0 +8.2% $865.36 -12.2%
80 PWR QUANTA SVCS INC Industrials 621.0 $341K 0.13% $549.02 +35.3%
Page 4 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%