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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 11 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ENTERGY CORP NEW COM 200.0 $23K 0.01% $115.19
202 UNP UNION PAC CORP COM Industrials 81.0 $23K 0.01% $283.12 +8.8%
203 ED CONSOLIDATED EDISON INC COM Utilities 200.0 $23K 0.01% $112.99 -5.9%
204 AFRM AFFIRM HLDGS INC COM CL A Technology 259.0 $22K 0.01% $83.62 -7.9%
205 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 50.0 $21K 0.01% $424.22 +13.3%
206 WFC WELLS FARGO & CO COM Financial Services 232.0 $20K 0.01% $87.18 -3.8%
207 MATINAS BIOPHARMA HLDGS INC COM NEW 32,480.0 $20K 0.01% $0.62
208 ALL ALLSTATE CORP COM Financial Services 80.0 $20K 0.01% -7.0 -8.1% $251.46 +0.9%
209 PH PARKER-HANNIFIN CORP COM Industrials 21.0 $20K 0.01% $957.52 +4.6%
210 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 400.0 $20K 0.01% $49.46 +20.6%
211 TGT TARGET CORP COM Consumer Defensive 155.0 $20K 0.01% -6.0 -3.7% $127.55 +29.7%
212 OUNZ VANECK MERK GOLD ETF Financial Services 500.0 $20K 0.01% $39.54 +12.2%
213 ZTS ZOETIS INC CL A Healthcare 257.0 $20K 0.01% $76.29 +1.9%
214 VLUE ISHARES MSCI USA VALUE FACTOR ETF 102.0 $20K 0.01% $191.87 +5.5%
215 TYG TORTOISE ENERGY INFRSTRCTR CP COM Financial Services 443.0 $19K 0.01% $43.09 +3.9%
216 EXC EXELON CORP COM Utilities 396.0 $19K 0.01% $47.57 -8.0%
217 OMC OMNICOM GROUP INC COM Communication Services 230.0 $19K 0.01% $80.84 +8.3%
218 COP CONOCOPHILLIPS COM Energy 165.0 $18K 0.01% +1.0 +0.6% $108.43 +24.4%
219 KWEB KRANESHARES CSI CHINA INTERNET ETF 700.0 $18K 0.01% NEW $25.51 +4.5%
220 SOFI SOFI TECHNOLOGIES INC COM Financial Services 1,000.0 $18K 0.01% $17.75 +6.5%
Page 11 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%