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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 3 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 1,678.0 $576K 0.35% -131.0 -7.2% $343.09 +11.2%
42 CMCSA COMCAST CORP NEW Communication Services 21,579.0 $530K 0.32% -1K -6.4% $24.55 +10.2%
43 ANET ARISTA NETWORKS INC Technology 3,081.0 $523K 0.32% -202.0 -6.2% $169.88 +15.0%
44 KO COCA COLA CO Consumer Defensive 5,977.0 $486K 0.30% -2K -25.4% $81.27 +10.3%
45 PWR QUANTA SVCS INC Industrials 603.0 $434K 0.27% -18.0 -2.9% $720.04 -16.3%
46 VEA VANGUARD TAX-MANAGED FDS 5,932.0 $423K 0.26% -3K -36.8% $71.25 +2.5%
47 PG PROCTER & GAMBLE CO Consumer Defensive 2,785.0 $408K 0.25% -632.0 -18.5% $146.65 -2.0%
48 WBD WARNER BROS DISCOVERY INC Communication Services 15,083.0 $402K 0.25% -1K -7.3% $26.66 +7.9%
49 VRT VERTIV HOLDINGS CO Industrials 1,200.0 $402K 0.25% -226.0 -15.8% $334.82 -23.2%
50 AMAT APPLIED MATLS INC Technology 548.0 $396K 0.24% -291.0 -34.7% $723.00 -36.1%
51 ABBV ABBVIE INC Healthcare 1,561.0 $393K 0.24% -1K -39.3% $251.64 +1.5%
52 WMB WILLIAMS COS INC Energy 5,162.0 $384K 0.23% -1K -20.0% $74.34 -0.8%
53 TXN TEXAS INSTRS INC Technology 1,198.0 $357K 0.22% -479.0 -28.6% $298.07 -13.2%
54 BLK BLACKROCK INC Financial Services 355.0 $341K 0.21% -79.0 -18.2% $961.56 +21.1%
55 VYM VANGUARD WHITEHALL FDS 2,150.0 $340K 0.21% -33.0 -1.5% $158.03 +3.9%
56 ETN EATON CORP PLC Industrials 795.0 $339K 0.21% -369.0 -31.7% $426.12 -5.5%
57 UNH UNITEDHEALTH GROUP INC Healthcare 795.0 $331K 0.20% -363.0 -31.4% $415.82 -5.5%
58 CDNS CADENCE DESIGN SYSTEM INC Technology 842.0 $316K 0.19% -128.0 -13.2% $375.32 -9.3%
59 T AT&T INC Communication Services 14,951.0 $309K 0.19% -6K -27.8% $20.70 +25.6%
60 ASML ASML HLDG NV Technology 153.0 $304K 0.19% -3.0 -1.9% $1989.44 -14.7%
Page 3 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%