What does Holistic Financial Partners hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Holistic Financial Partners filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ELI LILLY & CO

$62M68K23.1%

SCHWAB STRATEGIC TR

$14M558K5.1%

FIRST TR EXCHANGE-TRADED ALP

$13M141K4.8%

FIRST TR EXCHNG TRADED FD VI

$12M505K4.6%

FIRST TR EXCHANGE-TRADED FD

$11M233K4.1%

FIRST TR EXCHANGE-TRADED FD

$11M116K4.0%

ISHARES TR

$9M22K3.5%

FIRST TR EXCHNG TRADED FD VI

$9M354K3.2%

FIRST TR EXCHANGE-TRADED FD

$7M29K2.5%

NVIDIA CORPORATION

$7M37K2.4%

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