Holistic Financial Partners
Q4 2025 13F Holdings
Location
Indianapolis, IN
Holdings as of
12/31/2025
Value ($000)
$275,761
Num holdings
136
Date filed
1/7/2026
Form type
13F-HR
Prev filing
11/7/2025
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type