Holistic Financial Partners - Q42025 Holdings

Holistic Financial Partners holds 136 stocks with a total portfolio value of $ 275.76M as of Q42025. In Q42025, Holistic Financial Partners added 8 new positions, increased stakes in 48 stocks, reduced 61 holdings, and fully exited 11 positions. The largest holding is Eli Lilly & Co (LLY), representing 26.45% of the total portfolio.