Holdings
Holistic Financial Partners
As of Jun 30, 2026, Holistic Financial Partners reported 73 positions worth US$66.2M. Largest: Eli Lilly And Company, Jp Morgan Chase & Co. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Eli Lilly And Company | 19,363 | US$23.2M | held for review | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 12,899 | US$4.22M | held for review | Jun 30, 2026 |
| Apple Inc | 11,117 | US$3.22M | held for review | Jun 30, 2026 |
| Nvidia Corporation | 13,719 | US$2.75M | held for review | Jun 30, 2026 |
| Broadcom Inc. | 5,441 | US$2.06M | held for review | Jun 30, 2026 |
| Amazon.com, Inc. | 8,347 | US$1.99M | held for review | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 5,018 | US$1.79M | held for review | Jun 30, 2026 |
| Microsoft Corp. | 4,272 | US$1.59M | held for review | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,649 | US$1.27M | held for review | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 1,202 | US$1.22M | held for review | Jun 30, 2026 |