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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 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFAC DIMENSIONAL ETF TRUST 8,738.0 $340K 0.13% $38.86 +12.8%
82 MRK MERCK & CO INC Healthcare 2,819.0 $339K 0.13% +80.0 +2.9% $120.29 +0.4%
83 EMBJ EMBRAER S.A. Industrials 5,688.0 $338K 0.12% -200.0 -3.4% $59.34 -3.2%
84 NOW SERVICENOW INC Technology 3,221.0 $337K 0.12% +491.0 +18.0% $104.55 -3.1%
85 PFE PFIZER INC Healthcare 11,806.0 $332K 0.12% +299.0 +2.6% $28.08 -8.3%
86 TJX TJX COS INC NEW Consumer Cyclical 2,065.0 $330K 0.12% +75.0 +3.8% $159.70 -0.8%
87 TXN TEXAS INSTRS INC Technology 1,677.0 $326K 0.12% NEW $194.14 +66.2%
88 VYM VANGUARD WHITEHALL FDS 2,183.0 $323K 0.12% $148.10 +7.1%
89 HD HOME DEPOT INC Consumer Cyclical 979.0 $322K 0.12% -171.0 -14.9% $328.89 -5.7%
90 MDT MEDTRONIC PLC Healthcare 3,682.0 $319K 0.12% -197.0 -5.1% $86.65 -10.2%
91 PM PHILIP MORRIS INTL INC Consumer Defensive 1,909.0 $316K 0.12% +620.0 +48.1% $165.34 +10.0%
92 UNH UNITEDHEALTH GROUP INC Healthcare 1,158.0 $313K 0.12% -256.0 -18.1% $270.61 +39.9%
93 ADI ANALOG DEVICES INC Technology 980.0 $312K 0.12% -74.0 -7.0% $318.14 +30.5%
94 WMT WALMART INC Consumer Defensive 2,482.0 $308K 0.12% +388.0 +18.5% $124.28 -4.9%
95 FGD FIRST TR EXCHANGE-TRADED FD 9,577.0 $306K 0.11% $31.93 +6.2%
96 MS MORGAN STANLEY Financial Services 1,839.0 $303K 0.11% +60.0 +3.4% $164.57 +21.8%
97 UNP UNION PAC CORP Industrials 1,241.0 $301K 0.11% +126.0 +11.3% $242.62 +11.6%
98 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,517.0 $301K 0.11% $198.29 +15.3%
99 MA MASTERCARD INCORPORATED Financial Services 586.0 $293K 0.11% +22.0 +3.9% $499.31 -1.1%
100 AMAT APPLIED MATLS INC Technology 839.0 $287K 0.11% NEW $341.79 +32.4%
Page 5 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%