HOLISTIC FINANCIAL PARTNERS
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LLY | 68K | $62.26M |
 | NVDA | 37K | $6.53M |
 | TKR | 28K | $2.78M |
 | CMCSA | 23K | $661.65K |
 | T | 21K | $600.50K |
 | AAPL | 18K | $4.48M |
 | NFLX | 17K | $1.59M |
 | WBD | 16K | $446.91K |
 | JPM | 15K | $4.40M |
 | PBR-A | 13K | $252.92K |
 | AMZN | 13K | $2.78M |
 | NI | 13K | $586.42K |
 | HLN | 13K | $125.75K |
 | PFE | 12K | $331.52K |
 | LYG | 11K | $54.70K |
 | XOM | 10K | $1.65M |
 | LNC | 10K | $341.87K |
 | KO | 8K | $609.39K |
 | TIMB | 8K | $203.71K |
 | RTX | 7K | $1.29M |
Eli Lilly and Company
LLY
Shares Held
68K
Value
$62.26M
NVIDIA Corporation
NVDA
Shares Held
37K
Value
$6.53M
The Timken Company
TKR
Shares Held
28K
Value
$2.78M
Comcast Corporation
CMCSA
Shares Held
23K
Value
$661.65K
AT&T Inc.
T
Shares Held
21K
Value
$600.50K
Apple Inc.
AAPL
Shares Held
18K
Value
$4.48M
Netflix, Inc.
NFLX
Shares Held
17K
Value
$1.59M
Warner Bros. Discovery, Inc.
WBD
Shares Held
16K
Value
$446.91K
JPMorgan Chase & Co.
JPM
Shares Held
15K
Value
$4.40M
Petróleo Brasileiro S.A. - Petrobras
PBR-A
Shares Held
13K
Value
$252.92K
Amazon.com, Inc.
AMZN
Shares Held
13K
Value
$2.78M
NiSource Inc
NI
Shares Held
13K
Value
$586.42K
Haleon plc
HLN
Shares Held
13K
Value
$125.75K
Pfizer Inc.
PFE
Shares Held
12K
Value
$331.52K
Lloyds Banking Group plc
LYG
Shares Held
11K
Value
$54.70K
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.65M
Lincoln National Corporation
LNC
Shares Held
10K
Value
$341.87K
The Coca-Cola Company
KO
Shares Held
8K
Value
$609.39K
TIM S.A.
TIMB
Shares Held
8K
Value
$203.71K
RTX Corporation
RTX
Shares Held
7K
Value
$1.29M