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Portfolio (Quarterly) Guide ↗

Holos Integrated Wealth LLC

· CIK 0002080096
13F Portfolio $179M AUM 310 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 310 New
Page 2 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VB VANGUARD SMALL-CAP ETF 9,044.0 $2.4M 1.32% NEW $261.55 +10.5%
22 AAPL APPLE INC COM Technology 8,222.0 $2.2M 1.24% NEW $271.01 +14.0%
23 AVEM Avantis Emerging Markets Equity ETF 28,042.0 $2.2M 1.24% NEW $78.88 +18.0%
24 VUG VANGUARD GROWTH ETF 3,186.0 $1.5M 0.86% NEW $486.23 -82.0%
25 FTCS FIRST TRUST CAPITAL STRENGTH ETF 11,944.0 $1.1M 0.62% NEW $92.51 +2.2%
26 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 20,581.0 $1.1M 0.60% NEW $52.10 +6.0%
27 JPM JPMORGAN CHASE & CO. COM Financial Services 2,894.0 $942K 0.53% NEW $325.48 -5.9%
28 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 19,624.0 $906K 0.51% NEW $46.19 +3.7%
29 VOO VANGUARD S&P 500 ETF 1,416.0 $890K 0.50% NEW $628.30 +9.1%
30 TSLA TESLA INC COM Consumer Cyclical 1,961.0 $859K 0.48% NEW $438.12 -2.8%
31 JNJ JOHNSON & JOHNSON COM Healthcare 4,006.0 $831K 0.46% NEW $207.35 +13.0%
32 FLOT ISHARES FLOATING RATE BOND ETF 15,670.0 $797K 0.45% NEW $50.86 +0.3%
33 WTRG ESSENTIAL UTILS INC COM Utilities 20,455.0 $791K 0.44% NEW $38.67 -3.2%
34 VXF VANGUARD EXTENDED MARKET ETF 3,678.0 $778K 0.43% NEW $211.63 +9.1%
35 MSFT MICROSOFT CORP COM Technology 1,637.0 $774K 0.43% NEW $472.94 -11.5%
36 VTV VANGUARD VALUE ETF 4,003.0 $772K 0.43% NEW $192.81 +9.4%
37 NVDA NVIDIA CORPORATION COM Technology 4,032.0 $761K 0.42% NEW $188.85 +14.0%
38 RBRK RUBRIK INC. CL A Technology 10,000.0 $755K 0.42% NEW $75.47 -11.8%
39 SPGM SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF 8,815.0 $682K 0.38% NEW $77.31 +10.0%
40 F FORD MTR CO COM Consumer Cyclical 50,790.0 $678K 0.38% NEW $13.34 +11.9%
Page 2 of 16  ·  310 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 34.9%
Technology 19.9%
Consumer Cyclical 9.2%
Industrials 7.9%
Financial Services 6.4%
Healthcare 6.2%
Utilities 5.3%
Communication Services 4.6%
Energy 4.2%
Basic Materials 0.9%