Arkolith/Funds/Holistic Financial Partners

Holistic Financial Partners

CIK 1729304
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Holistic Financial Partners holds a focused book of 120 stocks worth $163.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Copa Holdings Sa-Class A and trimmed Eli Lilly & Co. Their largest long position is Eli Lilly & Co at 14% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+17.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Holistic Financial Partners's latest
holdings, largest changes, and filing provenance.
Opened
40
new positions
Added to
10
existing
Trimmed
94
reduced
Sold out
30
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.9%
+17.5%/yr · since Nov '24
Their reported book
+25.5%
held from quarter-end
S&P 500
+26.3%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Holistic Financial Partners (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 6.4 points over this window.

Growth of $10,000 cloning Holistic Financial Partners's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
49%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

43% mapped to company sectors

ETF / fund or unclassified
57%
Health Care
16%
Information Technology
11%
Financials
7%
Industrials
3%
Consumer Discretionary
2%
Energy
1%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Holistic Financial Partners

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$577.1B
ROYAL BANK OF CANADA80 / 80$165.6B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$19.0B
IFP Advisors, Inc80 / 80$1.4B
JPMORGAN CHASE & CO79 / 80$544.6B
ENVESTNET ASSET MANAGEMENT INC79 / 80$84.6B
LPL Financial LLC79 / 80$77.6B
FIFTH THIRD BANCORP79 / 80$24.5B

Ranked by how many of Holistic Financial Partners's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

120 positions
#SecurityValueShares% PortLast moveHistory
1Eli Lilly & Co
COM
$23.2M19.4K
14.2%
−71%
Reduced · −48K sh
2Ishares TR
RUS 1000 GRW ETF
$10.0M80.8K
6.1%
+266%
Added · +59K sh
3Schwab Strategic TR
INTL EQTY ETF
$9.5M342.4K
5.8%
−39%
Reduced · −216K sh
4First TR Exchange-Traded Alp
COM SHS
$7.6M78.3K
4.6%
−44%
Reduced · −62K sh
5First TR Exchange-Traded FD
SHS
$7.0M144.7K
4.3%
−38%
Reduced · −89K sh
6First TR Exchange-Traded FD
CAP STRENGTH ETF
$6.1M65.0K
3.7%
−44%
Reduced · −51K sh
7Ishares TR
RUS 1000 VAL ETF
$4.4M18.3K
2.7%
−5.4%
Reduced · −1K sh
8First TR Exchange-Traded FD
DJ INTERNT IDX
$4.3M16.3K
2.6%
−44%
Reduced · −13K sh
9Ishares TR
RUSSELL 2000 ETF
$4.3M14.4K
2.6%
−0.6%
Reduced · −93 sh
10JPMorgan Chase & Co
COM
$4.2M12.9K
2.6%
−14%
Reduced · −2K sh
11First TR Exchng Traded FD VI
SMIT UNCO BD ETF
$4.2M168.5K
2.6%
−67%
Reduced · −336K sh
12First TR Exchange-Traded FD
SHS
$3.5M10.3K
2.1%
−47%
Reduced · −9K sh
13Apple Inc
COM
$3.2M11.1K
2.0%
−37%
Reduced · −7K sh
14First TR Exch TRD Alphdx FD
JAPAN ALPHADEX
$3.2M41.7K
1.9%
−40%
Reduced · −28K sh
15First TR Exchange-Traded FD
NY ARCA BIOTECH
$2.7M11.1K
1.7%
−42%
Reduced · −8K sh
16Nvidia Corporation
COM
$2.7M13.7K
1.7%
−63%
Reduced · −24K sh
17First TR Exchng Traded FD VI
MULTI STRATEGY
$2.6M107.0K
1.6%
−70%
Reduced · −247K sh
18First TR Exchange-Traded FD
LNG DUR OPRTUN
$2.4M113.2K
1.5%
−27%
Reduced · −42K sh
19First TR Exchange Traded FD
RISNG DIVD ACHIV
$2.4M29.8K
1.5%
−51%
Reduced · −31K sh
20Ishares Gold TR
ISHARES NEW
$2.3M30.3K
1.4%
Held
21SPDR Series Trust
ST STR P500ETF
$2.3M26.0K
1.4%
Held
22Broadcom Inc
COM
$2.1M5.4K
1.3%
−15%
Reduced · −972 sh
23Amazon Com Inc
COM
$2.0M8.3K
1.2%
−37%
Reduced · −5K sh
24Schwab Strategic TR
EMRG MKTEQ ETF
$2.0M54.6K
1.2%
−35%
Reduced · −30K sh
25First TR Exchange-Traded FD
HLTH CARE ALPH
$1.9M15.3K
1.1%
−32%
Reduced · −7K sh
26Ishares TR
CORE S&P500 ETF
$1.8M2.4K
1.1%
−30%
Reduced · −1K sh
27Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.7M28.2K
1.0%
−12%
Reduced · −4K sh
28Microsoft Corp
COM
$1.6M4.3K
1.0%
−31%
Reduced · −2K sh
29Taiwan Semiconductor Manufac
SPONSORED ADS
$1.3M2.6K
0.8%
−4.0%
Reduced · −111 sh
30Goldman Sachs Group Inc
COM
$1.2M1.2K
0.7%
−20%
Reduced · −309 sh
31Alphabet Inc
CAP STK CL A
$1.1M3.1K
0.7%
−38%
Reduced · −2K sh
32First TR Exchange Traded FD
NASD TECH DIV
$1.1M9.2K
0.6%
−40%
Reduced · −6K sh
33RTX Corporation
COM
$1.1M5.6K
0.6%
−16%
Reduced · −1K sh
34Ishares TR
MSCI EAFE ETF
$1.0M9.8K
0.6%
−0.2%
Reduced · −23 sh
35Ishares TR
ISHS 5-10YR INVT
$972K18.3K
0.6%
−30%
Reduced · −8K sh
36State STR SPDR S&P 500 ETF T
TR UNIT
$937K1.3K
0.6%
+4.3%
Added · +52 sh
37Exxon Mobil Corp
COM
$924K6.8K
0.6%
−30%
Reduced · −3K sh
38Seaboard Corp Del
COM
$893K200
0.5%
Held
39State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$888K1.3K
0.5%
+0.1%
Added · +1 sh
40Meta Platforms Inc
CL A
$841K1.5K
0.5%
−22%
Reduced · −431 sh
41Johnson & Johnson
COM
$757K3.0K
0.5%
−32%
Reduced · −1K sh
42International Business Machs
COM
$712K2.5K
0.4%
−23%
Reduced · −770 sh
43Alphabet Inc
CAP STK CL C
$690K2.0K
0.4%
−12%
Reduced · −266 sh
44First TR Exchange Traded FD
NASDAQ BK ETF
$620K15.0K
0.4%
−54%
Reduced · −18K sh
45SPDR Series Trust
ST STR SP DIV
$610K4.0K
0.4%
−2.5%
Reduced · −104 sh
46Micron Technology Inc
COM
$609K528
0.4%
−53%
Reduced · −590 sh
47Palo Alto Networks Inc
COM
$578K1.7K
0.4%
−3.9%
Reduced · −68 sh
48Visa Inc
COM CL A
$576K1.7K
0.4%
−7.2%
Reduced · −131 sh
49Comcast Corp New
CL A
$530K21.6K
0.3%
−6.4%
Reduced · −1K sh
50Arista Networks Inc
COM SHS
$523K3.1K
0.3%
−6.2%
Reduced · −202 sh
Showing 50 of 120 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026120$163.6M13F-HR
Q1 2026Mar 31, 2026May 5, 2026146$269.0M13F-HR
Q4 2025Dec 31, 2025Jan 7, 2026136$275.8M13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025139$244.2M13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025128$228.5M13F-HR
Q1 2025Mar 31, 2025May 6, 2025123$207.5M13F-HR
Q4 2024Dec 31, 2024Feb 4, 2025123$201.4M13F-HR
Q3 2024Sep 30, 2024Nov 7, 2024121$207.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.