Holistic Financial Partners

Position in SIRI — Sirius Xm Holdings Inc.

CIK 1729304 INDIANAPOLIS, IN

Position in SIRI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$234,636

New position

Shares Held

7,943

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#366

of 594 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Holistic Financial Partners holds $860,372 across 3 Entertainment names. SIRI ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WBD	Warner Bros. Discovery, Inc.	15,083	$402,112
2	SIRI	Sirius Xm Holdings Inc. This page	7,943	$234,636
3	NFLX	Netflix Inc	3,132	$223,624

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,636	7,943	—	Shares	Sole	2026-07-23
No filing history on record for this holder in this stock.