Holistic Financial Partners
RIA/Wealth
Holistic Financial Partners is a RIA/Wealth based in Indianapolis, IN led by Andy John Armstrong, reporting $378.0M in AUM as of Q3 2025 with 51% ETF concentration, 57% concentrated in top 10 holdings, and 21% allocation to LLY.
CCOAndy John Armstrong
- Portfolio Value
- $244.2M
- Positions
- 139
- Top Holding
- LLY at 21.28%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Holistic Financial Partners's portfolio (56.5% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Drug Manufacturers - General Healthcare | $52.0M | 21.28% | -$19.1K Sold | 0.01% 68.1K shares | |
ETF ETF | $12.4M | 5.08% | -$6.5K Sold | — 532.6K shares | |
ETF ETF | $11.6M | 4.75% | +$249.7K Bought | — 250.7K shares | |
ETF ETF | $11.2M | 4.57% | +$152.7K Bought | — 134.0K shares | |
ETF ETF | $11.0M | 4.52% | +$225.8K Bought | — 117.8K shares | |
ETF ETF | $10.5M | 4.30% | -$236.5K Sold | — 22.4K shares | |
ETF ETF | $9.2M | 3.76% | +$325.0K Bought | — 364.9K shares | |
ETF ETF | $7.3M | 2.98% | +$103.3K Bought | — 26.0K shares | |
Semiconductors Technology | $7.0M | 2.85% | +$193.5K Bought | 0.00% 37.3K shares | |
ETF ETF | $6.0M | 2.45% | +$87.7K Bought | — 262.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Holistic Financial Partners's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+69.9% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-52.73% | |
-34.26% | |
-29.76% | |
-29.69% |
Analytics
Portfolio insights and performance metrics for Holistic Financial Partners
GthenA