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Home > Institutional Investor > Holistic Financial Partners > Profile

Instuitional Investor - Holistic Financial Partners

Fund Profile
Filing Period:
Fund Name: Holistic Financial Partners
Portfolio Value $275,761,136
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 67,876 $72,945,202 26.45%
2.
Schwab Strategic Trust
 FNDF 553,411 $13,304,005 4.82%
3.
First Tr Exchng Traded Fd Vi
 472,655 $11,896,735 4.31%
4.
First Tr Exchange-Traded Alp
 138,081 $11,895,417 4.31%
5.
First Tr Exchange-Traded Fd
 236,240 $10,885,958 3.95%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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