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Portfolio (Quarterly) Guide ↗

Holos Integrated Wealth LLC

· CIK 0002080096
13F Portfolio $214M AUM 378 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 30 Added 67 Reduced 49 Exited
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FMDE FIDELITY ENHANCED MID CAP CORE ETF 3,396.0 $137K 0.06% -63.0 -1.8% $40.38 +5.0%
42 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 709.0 $116K 0.05% -962.0 -57.6% $164.11 +2.4%
43 AVGO BROADCOM INC COM Technology 300.0 $111K 0.05% -167.0 -35.8% $370.78 -0.6%
44 EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 2,065.0 $91K 0.04% -300.0 -12.7% $44.11 -0.9%
45 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN Financial Services 2,100.0 $86K 0.04% -200.0 -8.7% $41.18 +14.7%
46 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 1,076.0 $86K 0.04% -7.0 -0.7% $79.76 +2.7%
47 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 802.0 $66K 0.03% -159.0 -16.6% $81.82 +0.2%
48 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 633.0 $64K 0.03% -88.0 -12.2% $100.60 +0.1%
49 GRNJ FUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF 1,500.0 $45K 0.02% -100.0 -6.2% $29.71 +1.4%
50 IWD ISHARES RUSSELL 1000 VALUE ETF 148.0 $37K 0.02% -130.0 -46.8% $247.47 +4.0%
51 KO COCA COLA CO COM Consumer Defensive 400.0 $34K 0.02% -192.0 -32.4% $84.05 +8.4%
52 AMP AMERIPRISE FINL INC COM Financial Services 60.0 $30K 0.01% -2.0 -3.2% $507.83 +9.4%
53 HCA HCA HEALTHCARE INC COM Healthcare 62.0 $26K 0.01% -3.0 -4.6% $423.11 +1.4%
54 ALL ALLSTATE CORP COM Financial Services 80.0 $20K 0.01% -7.0 -8.1% $251.46 +0.9%
55 TGT TARGET CORP COM Consumer Defensive 155.0 $20K 0.01% -6.0 -3.7% $127.55 +29.7%
56 WM WASTE MGMT INC DEL COM Industrials 67.0 $16K 0.01% -70.0 -51.1% $237.21 -5.5%
57 PCT PURECYCLE TECHNOLOGIES INC COM Industrials 2,100.0 $15K 0.01% -1K -34.4% $7.15 -4.9%
58 JAAA JANUS HENDERSON AAA CLO ETF 250.0 $13K 0.01% -719.0 -74.2% $50.54 +0.3%
59 SE SEA LTD SPONSORD ADS Consumer Cyclical 88.0 $9K 0.00% -245.0 -73.6% $104.23 +12.8%
60 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 101.0 $8K 0.00% -1.0 -1.0% $82.94 +3.3%
Page 3 of 4  ·  67 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 29.4%
Financial Services 20.0%
Technology 15.5%
Consumer Cyclical 12.1%
Industrials 7.4%
Healthcare 5.5%
Utilities 5.0%
Communication Services 2.3%
Energy 2.0%
Basic Materials 0.8%