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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 10 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 810.0 $30K 0.01% $36.52 +5.4%
182 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 100.0 $29K 0.01% $292.39 -1.0%
183 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 175.0 $29K 0.01% $166.30 -8.0%
184 HON HONEYWELL INTL INC COM Industrials 130.0 $29K 0.01% $223.84 +1.8%
185 TIP ISHARES TIPS BOND ETF 261.0 $29K 0.01% $110.89 -0.5%
186 PEP PEPSICO INC COM Consumer Defensive 185.0 $28K 0.01% -367.0 -66.5% $153.21 -1.7%
187 MELI MERCADOLIBRE INC COM Consumer Cyclical 16.0 $28K 0.01% $1742.31 -4.5%
188 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 600.0 $28K 0.01% -1K -65.2% $46.27 -2.0%
189 ROST ROSS STORES INC COM Consumer Cyclical 128.0 $28K 0.01% $216.34 +8.5%
190 AMT AMERICAN TOWER CORP COM Real Estate 157.0 $27K 0.01% $174.08 +5.6%
191 SE SEA LTD SPONSORD ADS Consumer Cyclical 333.0 $27K 0.01% $81.36 +7.3%
192 AMP AMERIPRISE FINL INC COM Financial Services 62.0 $27K 0.01% +2.0 +3.3% $432.06 +4.7%
193 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 400.0 $27K 0.01% NEW $66.75 +3.9%
194 PWR QUANTA SVCS INC COM Industrials 48.0 $27K 0.01% $555.56 +30.2%
195 UNH UNITEDHEALTH GROUP INC COM Healthcare 85.0 $26K 0.01% $307.73 +26.2%
196 DVY ISHARES SELECT DIVIDEND ETF 163.0 $25K 0.01% NEW $152.12 +2.4%
197 IWB ISHARES RUSSELL 1000 ETF 66.0 $24K 0.01% NEW $361.68 +12.4%
198 FENY FIDELITY MSCI ENERGY INDEX ETF 700.0 $23K 0.01% NEW $33.54 -1.4%
199 IJH ISHARES CORE S&P MID-CAP ETF 340.0 $23K 0.01% $68.55 +7.2%
200 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 378.0 $23K 0.01% $61.34 +16.4%
Page 10 of 21  ·  412 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%