Holistic Financial Partners - Q22026 Holdings

Holistic Financial Partners holds 120 stocks with a total portfolio value of $ 163.65M as of Q22026. In Q22026, Holistic Financial Partners added 4 new positions, increased stakes in 10 stocks, reduced 94 holdings, and fully exited 30 positions. The largest holding is Eli Lilly & Co (LLY), representing 14.19% of the total portfolio.