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Portfolio (Quarterly) Guide ↗

Holos Integrated Wealth LLC

· CIK 0002080096
13F Portfolio $198M AUM 412 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 52 Added 40 Reduced 8 Exited
Page 5 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND 15.0 $2K 0.00% NEW $100.73 +0.2%
82 SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 52.0 $1K 0.00% NEW $28.58 -1.1%
83 GQI NATIXIS GATEWAY QUALITY INCOME ETF 26.0 $1K 0.00% NEW $55.08 +7.1%
84 TLT ISHARES 20 YEAR TREASURY BOND ETF 16.0 $1K 0.00% NEW $86.62 -2.2%
85 BW BABCOCK & WILCOX ENTERPRISES COM Industrials 75.0 $1K 0.00% NEW $17.01 +11.9%
86 MPWR MONOLITHIC PWR SYS INC COM Technology 1.0 $1K 0.00% NEW $1191.00 +33.5%
87 MA MASTERCARD INCORPORATED CL A Financial Services 2.0 $997.0 0.00% NEW $498.50 +0.0%
88 LNC LINCOLN NATL CORP IND COM Financial Services 26.0 $908.0 NEW $34.92 +3.2%
89 RNR RENAISSANCERE HLDGS LTD COM Financial Services 3.0 $908.0 NEW $302.67 -2.3%
90 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 4.0 $897.0 NEW $224.25 -4.3%
91 APP APPLOVIN CORP COM CL A Technology 2.0 $821.0 NEW $410.50 +17.3%
92 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 17.0 $764.0 NEW $44.94 +2.7%
93 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 13.0 $648.0 NEW $49.85 +4.2%
94 FDV FEDERATED HERMES U.S. STRATEGIC DIVIDEND ETF 20.0 $615.0 NEW $30.75 +3.0%
95 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 10.0 $601.0 NEW $60.10 +9.8%
96 KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 12.0 $583.0 NEW $48.58 +0.3%
97 CHWY CHEWY INC CL A Consumer Cyclical 21.0 $551.0 NEW $26.24 -21.0%
98 UBER UBER TECHNOLOGIES INC COM Technology 7.0 $502.0 NEW $71.71 +0.1%
99 VNT VONTIER CORPORATION COM Technology 14.0 $495.0 NEW $35.36 -16.2%
100 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 8.0 $432.0 NEW $54.00 -8.5%
Page 5 of 6  ·  111 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 30.0%
Financial Services 18.2%
Technology 17.1%
Consumer Cyclical 9.3%
Industrials 6.7%
Healthcare 5.2%
Utilities 4.8%
Energy 4.4%
Communication Services 3.3%
Basic Materials 0.9%