Holistic Financial Partners Portfolio Shifts in Q2 2026: Focus on ETFs, Tech & Healthcare

As of June 30th, 2026, Holistic Financial Partners (holistic-financial-partners) has strategically reshaped its portfolio allocation. The total value stands at $160,693,756, reflecting changes from previous periods.

The investor's actions this quarter were marked by a clear focus on Exchange-Traded Funds (ETFs), particularly those offered through iShares and First Trust. Significant buying activity was observed in several ETFs:

• ISHARES TR (IWF) saw a substantial increase of over 265% in shares, indicating strong confidence in this fund.

Conversely, Holistic Financial Partners divested significant portions from several large-cap stocks and ETFs:

• ELI LILLY & CO (LLY) experienced a massive reduction, with shares down by over 71%.
• The allocation in SCHWAB STRATEGIC TR (SCHF) decreased significantly from prior periods.
• NVIDIA CORPORATION (NVDA) also saw a substantial reduction in its position, with shares down by over 63%.

This quarter's portfolio adjustments resulted in notable shifts across sectors. The sale of Eli Lilly and other holdings impacted the Healthcare allocation, although it remains one of the largest sectors overall at 15.88%. Technology saw a reduction due to the sell-off of NVIDIA stock, but also gained from ETF purchases.

The Financial Services sector experienced moderate changes with adjustments in JPMorgan Chase (JPM) and First Trust Exchange-Traded Fund (FDN). Other sectors like Consumer Cyclical, Energy, and Consumer Defensive also saw reductions.

Overall, Holistic Financial Partners appears to be steering its portfolio towards ETFs while strategically reducing exposure in certain large-cap individual stocks. This pattern reflects a common investment strategy focused on diversification through funds alongside concentrated stock positions.