Holistic Financial Partners: 13F holdings
CIK 17293042026Q2
| Positions | 120 |
|---|
| Reported value | $163.6m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 120 (-26 vs prior quarter) |
|---|
| Reported value | $163.6m (-39.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LLY ELI LILLY & CO | 19,363 | $23.2m | 14.2% |
| IWF ISHARES TR | 80,797 | $10.0m | 6.1% |
| SCHF SCHWAB STRATEGIC TR | 342,413 | $9.5m | 5.8% |
| FTA FIRST TR EXCHANGE-TRADED ALP | 78,335 | $7.6m | 4.6% |
| FVD FIRST TR EXCHANGE-TRADED FD | 144,711 | $7.0m | 4.3% |
| FTCS FIRST TR EXCHANGE-TRADED FD | 65,013 | $6.1m | 3.7% |
| IWD ISHARES TR | 18,284 | $4.4m | 2.7% |
| FDN FIRST TR EXCHANGE-TRADED FD | 16,325 | $4.3m | 2.6% |
| IWM ISHARES TR | 14,373 | $4.3m | 2.6% |
| JPM JPMORGAN CHASE & CO | 12,899 | $4.2m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1729304")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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