Holistic Financial Partners
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 163,650
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 120 | 163,650 | 13F-HR | Holistic Financial Partners |
| Q1 2026 | 5/5/2026 | 146 | 269,035 | 13F-HR | Holistic Financial Partners |
| Q4 2025 | 1/7/2026 | 136 | 275,761 | 13F-HR | Holistic Financial Partners |
| Q3 2025 | 11/7/2025 | 139 | 244,223 | 13F-HR | Holistic Financial Partners |
| Q2 2025 | 8/5/2025 | 128 | 228,464 | 13F-HR | Holistic Financial Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 103.5 K | 63.2% | 0 | 96.45 K | -96.45 K |
| ETFs | 60.16 K | 36.8% | 0 | 8.93 K | -8.93 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
163,650
Holdings
120
QoQ value change ($000)
-105,385
(-39.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.