Holistic Financial Partners - Q12026 Holdings

Holistic Financial Partners holds 146 stocks with a total portfolio value of $ 269.03M as of Q12026. In Q12026, Holistic Financial Partners added 17 new positions, increased stakes in 61 stocks, reduced 51 holdings, and fully exited 7 positions. The largest holding is Eli Lilly & Co (LLY), representing 23.14% of the total portfolio.