Long-term investor

Holistic Financial Partners @holisticfinancialpartner

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001729304).

Record

  • Tracked since 2025-12-31 (249 days), 76 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.0% · 6 months n/a · 1 year n/a · all +8.7%
  • Max drawdown n/a · win rate 30% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • LLY · 14.2% · long · since 2025-12-31
  • 464287614 · 6.1% · long · since 2025-12-31
  • 808524805 · 5.8% · long · since 2025-12-31
  • 33735J101 · 4.6% · long · since 2025-12-31
  • 33734H106 · 4.3% · long · since 2025-12-31
  • 33733E104 · 3.7% · long · since 2025-12-31
  • 464287598 · 2.7% · long · since 2025-12-31
  • 33733E302 · 2.6% · long · since 2025-12-31
  • 464287655 · 2.6% · long · since 2025-12-31
  • JPM · 2.6% · long · since 2025-12-31
  • 33740F888 · 2.6% · long · since 2025-12-31
  • 337345102 · 2.1% · long · since 2025-12-31

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