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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 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHE SCHWAB STRATEGIC TR 54,589.0 $2.0M 1.21% -30K -35.1% $36.26 +2.5%
22 FXH FIRST TR EXCHANGE-TRADED FD 15,279.0 $1.9M 1.14% -7K -32.4% $122.40 +8.8%
23 IVV ISHARES TR 2,406.0 $1.8M 1.10% -1K -29.9% $748.88 +3.2%
24 VWO VANGUARD INTL EQUITY INDEX F 28,185.0 $1.7M 1.03% -4K -11.7% $59.69 +1.8%
25 MSFT MICROSOFT CORP Technology 4,272.0 $1.6M 0.97% -2K -31.4% $373.02 +37.7%
26 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,649.0 $1.3M 0.77% -111.0 -4.0% $477.57 -12.6%
27 GS GOLDMAN SACHS GROUP INC Financial Services 1,202.0 $1.2M 0.74% -309.0 -20.4% $1011.37 +2.2%
28 GOOGL ALPHABET INC Communication Services 3,086.0 $1.1M 0.67% -2K -38.2% $357.38 -3.0%
29 TDIV FIRST TR EXCHANGE TRADED FD 9,235.0 $1.1M 0.65% -6K -40.3% $114.88 +0.8%
30 RTX RTX CORPORATION Industrials 5,579.0 $1.1M 0.65% -1K -16.4% $189.73 +11.6%
31 IGIB ISHARES TR 18,277.0 $972K 0.59% -8K -29.7% $53.17 -1.8%
32 XOM EXXON MOBIL CORP Energy 6,761.0 $924K 0.56% -3K -30.3% $136.72 +14.6%
33 META META PLATFORMS INC Communication Services 1,493.0 $841K 0.51% -431.0 -22.4% $563.29 +2.6%
34 JNJ JOHNSON & JOHNSON Healthcare 2,981.0 $757K 0.46% -1K -31.9% $254.01 +5.5%
35 IBM INTERNATIONAL BUSINESS MACHS Technology 2,532.0 $712K 0.43% -770.0 -23.3% $281.21 -16.2%
36 GOOG ALPHABET INC 1,954.0 $690K 0.42% -266.0 -12.0% $353.33
37 FTXO FIRST TR EXCHANGE TRADED FD 15,012.0 $620K 0.38% -18K -54.1% $41.33 +1.4%
38 SDY SPDR SERIES TRUST 4,006.0 $610K 0.37% -104.0 -2.5% $152.18 +3.5%
39 MU MICRON TECHNOLOGY INC Technology 528.0 $609K 0.37% -590.0 -52.8% $1154.29 -19.2%
40 PANW PALO ALTO NETWORKS INC Technology 1,694.0 $578K 0.35% -68.0 -3.9% $341.02 +9.0%
Page 2 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%