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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 10 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DOW DOW HLDGS INC COM Basic Materials 1,077.0 $31K 0.01% $28.64 +13.0%
182 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 100.0 $31K 0.01% $305.05 +0.0%
183 EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF 736.0 $31K 0.01% NEW $41.44 +1.7%
184 AMP AMERIPRISE FINL INC COM Financial Services 60.0 $30K 0.01% -2.0 -3.2% $507.83 +9.4%
185 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 370.0 $30K 0.01% $81.79 -11.2%
186 SPACE EXPLORATION TECHN CORP CLASS A COM STK 200.0 $30K 0.01% NEW $149.47
187 MELI MERCADOLIBRE INC COM Consumer Cyclical 16.0 $29K 0.01% $1813.62 +6.0%
188 TIP ISHARES TIPS BOND ETF 261.0 $28K 0.01% $108.17 -1.0%
189 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 250.0 $28K 0.01% $112.90 -4.2%
190 AMAT APPLIED MATLS INC COM Technology 50.0 $28K 0.01% $554.50 -11.2%
191 ROST ROSS STORES INC COM Consumer Cyclical 128.0 $27K 0.01% $214.67 +11.4%
192 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 600.0 $27K 0.01% $45.70 -6.4%
193 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 378.0 $27K 0.01% $71.71 +3.1%
194 IWB ISHARES RUSSELL 1000 ETF 66.0 $27K 0.01% $409.92 +2.4%
195 PEP PEPSICO INC COM Consumer Defensive 185.0 $27K 0.01% $144.98 -1.0%
196 HCA HCA HEALTHCARE INC COM Healthcare 62.0 $26K 0.01% -3.0 -4.6% $423.11 +1.4%
197 IJH ISHARES CORE S&P MID-CAP ETF 340.0 $26K 0.01% $75.47 +1.7%
198 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 175.0 $24K 0.01% $136.45 +18.2%
199 ROK ROCKWELL AUTOMATION INC COM Industrials 50.0 $23K 0.01% $468.90 -6.8%
200 ARMK ARAMARK COM Industrials 412.0 $23K 0.01% $56.17 +6.4%
Page 10 of 19  ·  378 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%