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Portfolio (Quarterly) Guide ↗

Holistic Financial Partners

· CIK 0001729304
13F Portfolio $164M AUM 120 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 7 Added 92 Reduced 30 Exited
Page 1 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LLY ELI LILLY & CO Healthcare 19,363.0 $23.2M 14.19% -48K -71.4% $1199.42 -2.2%
2 SCHF SCHWAB STRATEGIC TR 342,413.0 $9.5M 5.80% -216K -38.6% $27.70 +2.2%
3 FTA FIRST TR EXCHANGE-TRADED ALP 78,335.0 $7.6M 4.63% -62K -44.3% $96.80 +6.8%
4 FVD FIRST TR EXCHANGE-TRADED FD 144,711.0 $7.0M 4.26% -89K -38.0% $48.18 +4.8%
5 FTCS FIRST TR EXCHANGE-TRADED FD 65,013.0 $6.1M 3.73% -51K -43.9% $93.92 +7.9%
6 IWD ISHARES TR 18,284.0 $4.4M 2.71% -1K -5.4% $242.43 +6.6%
7 FDN FIRST TR EXCHANGE-TRADED FD 16,325.0 $4.3M 2.64% -13K -43.6% $264.72 +11.2%
8 IWM ISHARES TR 14,373.0 $4.3M 2.64% -93.0 -0.6% $300.44 -1.6%
9 JPM JPMORGAN CHASE & CO Financial Services 12,899.0 $4.2M 2.58% -2K -13.8% $327.33 +9.3%
10 UCON FIRST TR EXCHNG TRADED FD VI 168,531.0 $4.2M 2.56% -336K -66.6% $24.88 -1.2%
11 QTEC FIRST TR EXCHANGE-TRADED FD 10,350.0 $3.5M 2.12% -9K -46.6% $334.68 -5.5%
12 AAPL APPLE INC Technology 11,117.0 $3.2M 1.97% -7K -37.0% $289.37 +10.5%
13 FJP FIRST TR EXCH TRD ALPHDX FD 41,735.0 $3.2M 1.95% -28K -39.7% $76.32 -0.0%
14 FBT FIRST TR EXCHANGE-TRADED FD 11,074.0 $2.7M 1.68% -8K -42.4% $247.89 +7.7%
15 NVDA NVIDIA CORPORATION Technology 13,719.0 $2.7M 1.68% -24K -63.4% $200.09 +8.7%
16 LALT FIRST TR EXCHNG TRADED FD VI 107,034.0 $2.6M 1.57% -247K -69.8% $24.03 +1.3%
17 LGOV FIRST TR EXCHANGE-TRADED FD 113,218.0 $2.4M 1.48% -42K -27.2% $21.40 -2.1%
18 RDVY FIRST TR EXCHANGE TRADED FD 29,758.0 $2.4M 1.47% -31K -50.8% $81.06 +1.2%
19 AVGO BROADCOM INC Technology 5,441.0 $2.1M 1.26% -972.0 -15.2% $377.75 -2.4%
20 AMZN AMAZON COM INC Consumer Cyclical 8,347.0 $2.0M 1.22% -5K -37.4% $238.34 +11.8%
Page 1 of 5  ·  92 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 36.8%
Technology 22.5%
Financial Services 17.4%
Industrials 6.5%
Communication Services 5.1%
Consumer Cyclical 4.9%
Energy 3.5%
Consumer Defensive 1.7%
Utilities 1.2%
Basic Materials 0.3%