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Holistic Financial Partners
Holistic Financial Partners, LLC is an investment advisory firm headquartered in Indianapolis, Indiana. Founded in 2017, the firm specializes in providing customized financial advice and portfolio management, primarily serving individual investors and families. As an SEC-registered investment adviser, Holistic Financial Partners operates with a small, expert team and is known for its hands-on, client-centric approach.
Investment Strategy
Holistic Financial Partners employs a diversified, long-term investment strategy focused on risk-adjusted returns for clients. The firm constructs portfolios using a mix of equities, ETFs, and fixed-income instruments, aligning investments with each client’s individual financial goals, risk tolerance, and time horizon. Portfolio management emphasizes low-cost indexing, periodic rebalancing, and active monitoring to optimize client outcomes.
Latest 13F Filing Activity
Holistic Financial Partners filed their most recent 13F report on Jun 30, 2025 disclosing 128 equity positions with a total 13F market value of $228M. The fund increased holdings in First TR Exchange-traded FD, First TR Exchng Traded FD VI, First TR Exchange-traded FD among other positions. Holistic Financial Partners reduced exposure to Eli Lilly & Co., Schwab Strategic TR, First TR Exchange-traded FD among others.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | 23.24% | $53.1M | 68,123 | $126.17 | $779.53 | -$3.7M |
S SCHF | SCHWAB STRATEGIC TR | 5.15% | $11.8M | 532,904 | $16.82 | $22.10 | +$1.2M |
F FVD | FIRST TR EXCHANGE-TRADED FD | 4.80% | $11.0M | 245,277 | $40.49 | $44.70 | +$674.1K |
F FTCS | FIRST TR EXCHANGE-TRADED FD | 4.59% | $10.5M | 115,347 | $90.68 | $90.89 | +$685.2K |
F FTA | FIRST TR EXCHANGE-TRADED ALP | 4.55% | $10.4M | 132,191 | $67.19 | $78.63 | +$107.0K |
Industry Allocation
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