SEC 13F Intelligence

Holistic Financial Partners / AMZN

Holistic Financial Partners’s Amazon Com Inc Position

Does Holistic Financial Partners own Amazon Com Inc (AMZN)? Yes — 13.3K shares worth $3M (+1.03% of its 13F portfolio) as of Q1 2026, down from 14.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
13.3K
% of Portfolio
+1.03%
Quarters Held
30
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $506,000Q4 ’18Q1 ’19: $568,000Q2 ’19: $350,000Q3 ’19: $566,000Q4 ’19: $643,000Q4 ’19Q1 ’20: $708,000Q2 ’20: $670,000Q3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.3K$3M+1.03%
Q4 202514.2K$3M+1.19%
Q3 202514.1K$3M+1.27%
Q2 202514.0K$3M+1.35%
Q1 202513.5K$3M+1.24%
Q4 202414.4K$3M+1.57%
Q3 202414.9K$3M+1.33%
Q2 202414.9K$3M+1.45%
Q1 202413.3K$2M+1.21%
Q4 202313.1K$2M+1.20%
Q3 202313.5K$2M+1.14%
Q2 202313.7K$2M+1.24%
Q1 202313.5K$1M+1.09%
Q4 202214.3K$1M+1.07%
Q3 202214.3K$2M+1.60%
Q2 202214.2K$2M+1.42%
Q1 2022682$2M+1.41%
Q4 2021608$2M+1.18%
Q3 2021604$2M+1.22%
Q2 2021601$2M+1.23%
Q1 2021595$2M+1.21%
Q4 2020349$1M+0.78%
Q3 2020359$1M+0.91%
Q2 2020243$670,000+0.58%
Q1 2020363$708,000+0.73%
Q4 2019348$643,000+0.38%
Q3 2019327$566,000+0.50%
Q2 2019185$350,000+0.35%
Q1 2019319$568,000+0.24%
Q4 2018337$506,000+0.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Holistic Financial Partners’s full portfolio or all institutional holders of AMZN.