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Manager record

Holistic Financial Partners

Indianapolis, IN · CIK 1729304 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$163.65MReported 13F valueQ2 2026 · as filed
120Holdings listed
-39.2%vs prior quartervalue change includes market moves
5Quarters on record
Jul 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $228.5M$228.5MQ2 2025128 holdingsQ3 2025: $244.2M$244.2MQ3 2025139 holdingsQ4 2025: $275.8M$275.8MQ4 2025136 holdingsQ1 2026: $269.0M$269.0MQ1 2026146 holdingsQ2 2026: $163.6M$163.6MQ2 2026120 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 23 2026 13F-HR · period Q2 2026

$163.65M · 120 holdings listed · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$269.03M · 146 holdings listed · View original SEC filing ↗
Jan 07 2026 13F-HR · period Q4 2025

$275.76M · 136 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$244.22M · 139 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$228.46M · 128 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 23, 2026 · Change methodology