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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 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 1,431.0 $222K 0.08% -334.0 -18.9% $155.27 -6.2%
42 AFRM AFFIRM HLDGS INC Technology 4,801.0 $220K 0.08% -132.0 -2.7% $45.82 +51.2%
43 ISRG INTUITIVE SURGICAL INC Healthcare 440.0 $203K 0.07% -130.0 -22.8% $460.99 -5.3%
Page 3 of 3  ·  43 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%