Holistic Financial Partners - Portfolio Stock Holdings
Holistic Financial Partners disclosed 150 stock positions in a recent SEC 13F filing. $163,650,084 of stock holdings were filed, with the largest holdings including LLY, IWF, and SCHF. This filing represented positions held on June 30, 2026, and was filed yesterday.Report Period:
June 30, 2026No. of Stocks:
150Est. Stock Holding Value:
$163,650,084Top Stock Holdings By Sector
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Portfolio Stock Holdings - Holistic Financial Partners
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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