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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIS DISNEY WALT CO COM Communication Services 67.0 $7K 0.00% -2K -96.7% $97.48 +10.5%
62 PRU PRUDENTIAL FINL INC COM Financial Services 50.0 $6K 0.00% -118.0 -70.2% $115.96 +4.5%
63 AMT AMERICAN TOWER CORP COM Real Estate 28.0 $5K 0.00% -129.0 -82.2% $165.25 +6.4%
64 NOW SERVICENOW INC COM Technology 40.0 $4K 0.00% -5.0 -11.1% $110.72 +16.0%
65 CARR CARRIER GLOBAL CORPORATION COM Industrials 52.0 $4K 0.00% -68.0 -56.7% $68.67 -12.1%
66 FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 98.0 $3K 0.00% -130.0 -57.0% $27.72 +10.2%
67 DVY ISHARES SELECT DIVIDEND ETF $79.0 -100.0%
Page 4 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%