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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 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 864.0 $234K 0.14% -550.0 -38.9% $270.31 -2.0%
82 WFC WELLS FARGO & CO Financial Services 2,814.0 $233K 0.14% -3K -47.6% $82.64 +4.9%
83 PNC PNC FINL SVCS GROUP INC Financial Services 940.0 $231K 0.14% -396.0 -29.6% $246.22 -1.6%
84 TSLA TESLA INC Consumer Cyclical 541.0 $228K 0.14% -3K -85.5% $420.60 -17.1%
85 MS MORGAN STANLEY Financial Services 1,081.0 $226K 0.14% -758.0 -41.2% $209.04 +2.7%
86 MDT MEDTRONIC PLC Healthcare 2,870.0 $225K 0.14% -812.0 -22.1% $78.23 +16.6%
87 NFLX NETFLIX INC. Communication Services 3,132.0 $224K 0.14% -13K -81.0% $71.40 +14.5%
88 FMF FIRST TR EXCHANGE-TRADED FD 4,421.0 $222K 0.14% -58.0 -1.3% $50.12 +0.4%
89 ORCL ORACLE CORP Technology 1,455.0 $213K 0.13% -132.0 -8.3% $146.55 +2.8%
90 MRK MERCK & CO INC Healthcare 1,590.0 $204K 0.12% -1K -43.6% $128.50 +15.4%
91 PETROLEO BRASILEIRO S A 12,087.0 $177K 0.11% -1K -10.4% $14.64
92 HLN HALEON PLC Healthcare 11,238.0 $105K 0.06% -1K -10.5% $9.33 +8.4%
Page 5 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%