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| Happy Holidays!! thanks for using AUM13F!! |
| Holistic Financial Partners LLC
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| CRD # | 170913 |
| SEC # | 801-79580 |
| CIK # | 0001729304 |
| AUM | $378.0 M (2025-04-14) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 317-550-3400 |
| Address | 9959 Crosspoint Boulevard Indianapolis, IN 46256 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729304 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 53.1 | ||
| Nvidia Corp | 5.7 | ||
| J P Morgan Chase & Co | 4.4 | ||
| Apple Inc | 3.1 | ||
| Amazon Com Inc | 3.1 | ||
| Microsoft Corp | 2.5 | ||
| Netflix Inc | 2.5 | ||
| iShares Comex Gold Trust | 2.1 | ||
| Timken Co | 2.0 | ||
| Procter & Gamble Co | 1.5 | ||
| Broadcom Inc | 1.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 717 | 167.5 |
| (b) Individuals (high net worth individuals) | 91 | 210.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 806 | 378.0 |
| By Discretionary | ||
| Discretionary | 806 | 378.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 806 | 378.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 378.0 | |
| Total | 806 | 378.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729304] |
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|---|---|---|
|
Keeler Thomas Management LLC
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UT | 0.4 |
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Edge Financial Advisors LLC
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IL | 0.4 |
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Acima Private Wealth LLC
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VA | 0.4 |
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Hazard & Siegel Advisory Services LLC
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NY | 0.4 |
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HANC Wealth Management LLC
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MI | 0.4 |
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Smith Financial Investment Advisors Inc
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IN | 0.4 |
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Lincoln Capital Corporation
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RI | 0.4 |
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Rinkey Investments
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CA | 0.4 |
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MWA Financial Services Inc
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IL | 0.4 |
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Strategic Asset Management Group Advisors Inc
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FL | 0.4 |