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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 4 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFAC DIMENSIONAL ETF TRUST 8,759.0 $389K 0.24% $44.36 +2.8%
62 AZN ASTRAZENECA PLC Healthcare 2,026.0 $384K 0.23% +70.0 +3.6% $189.62 -14.2%
63 WMB WILLIAMS COS INC Energy 5,162.0 $384K 0.23% -1K -20.0% $74.34 -0.8%
64 EMBJ EMBRAER S.A. Industrials 5,688.0 $363K 0.22% $63.80 +13.7%
65 TXN TEXAS INSTRS INC Technology 1,198.0 $357K 0.22% -479.0 -28.6% $298.07 -13.2%
66 CARR CARRIER GLOBAL CORPORATION Industrials 4,790.0 $351K 0.21% +89.0 +1.9% $73.35 -19.9%
67 BLK BLACKROCK INC Financial Services 355.0 $341K 0.21% -79.0 -18.2% $961.56 +21.1%
68 LNC LINCOLN NATL CORP IND Financial Services 9,630.0 $340K 0.21% $35.35 +22.5%
69 VYM VANGUARD WHITEHALL FDS 2,150.0 $340K 0.21% -33.0 -1.5% $158.03 +3.9%
70 ETN EATON CORP PLC Industrials 795.0 $339K 0.21% -369.0 -31.7% $426.12 -5.5%
71 UNH UNITEDHEALTH GROUP INC Healthcare 795.0 $331K 0.20% -363.0 -31.4% $415.82 -5.5%
72 CDNS CADENCE DESIGN SYSTEM INC Technology 842.0 $316K 0.19% -128.0 -13.2% $375.32 -9.3%
73 IWB ISHARES TR 760.0 $311K 0.19% $409.50 +2.8%
74 T AT&T INC Communication Services 14,951.0 $309K 0.19% -6K -27.8% $20.70 +25.6%
75 FGD FIRST TR EXCHANGE-TRADED FD 9,577.0 $306K 0.19% $31.99 +11.4%
76 ASML ASML HLDG NV Technology 153.0 $304K 0.19% -3.0 -1.9% $1989.44 -14.7%
77 TJX TJX COS INC NEW Consumer Cyclical 1,981.0 $300K 0.18% -84.0 -4.1% $151.50 -10.8%
78 PM PHILIP MORRIS INTL INC Consumer Defensive 1,641.0 $297K 0.18% -268.0 -14.0% $180.91 +6.1%
79 DUK DUKE ENERGY CORP NEW Utilities 2,323.0 $294K 0.18% -1K -31.6% $126.58 -5.0%
80 LRCX LAM RESEARCH CORP Technology 672.0 $291K 0.18% -324.0 -32.5% $433.33 -30.3%
Page 4 of 6  ·  120 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%