Filing

13F-HR

13F-HR

0001765380-26-000225·Holistic Financial Partners

Filing metadata

Accession number: 0001765380-26-000225
Form type: 13F-HR
Filer: Holistic Financial Partners
CIK: CIK 1729304
Filed: Jul 23, 2026
Reporting period: Jun 30, 2026
Description: Institutional holdings

Documents

0001765380-26-000225-index.htm

Complete submission

0001765380-26-000225.txt

directory listing

Filed by

Holistic Financial Partners