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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 13 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AEP AMERICAN ELEC PWR CO INC COM Utilities 100.0 $14K 0.01% $137.53 -12.1%
242 NVT NVENT ELEC PLC SHS Industrials 89.0 $14K 0.01% $153.18 -0.8%
243 DSL DOUBLELINE INCOME SOLUTIONS FD COM Financial Services 1,238.0 $14K 0.01% $10.97 -3.9%
244 ITW ILLINOIS TOOL WKS INC COM Industrials 50.0 $14K 0.01% $271.10 +4.1%
245 CMS CMS ENERGY CORP COM Utilities 168.0 $13K 0.01% $77.02 -11.4%
246 MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 244.0 $13K 0.01% $52.38 -1.3%
247 JAAA JANUS HENDERSON AAA CLO ETF 250.0 $13K 0.01% -719.0 -74.2% $50.54 +0.3%
248 LITE LUMENTUM HLDGS INC COM Technology 18.0 $13K 0.01% NEW $698.89 +24.0%
249 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 118.0 $13K 0.01% $106.28 +0.0%
250 MS MORGAN STANLEY COM NEW Financial Services 56.0 $12K 0.01% $222.04 -3.5%
251 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 100.0 $12K 0.01% $123.47 -6.6%
252 CAT CATERPILLAR INC COM Industrials 13.0 $12K 0.01% $940.15 -11.9%
253 CB CHUBB LIMITED COM Financial Services 34.0 $12K 0.01% $359.29 -5.1%
254 HUBB HUBBELL INC COM Industrials 25.0 $12K 0.01% $478.88 -1.8%
255 MDT MEDTRONIC PLC SHS Healthcare 142.0 $12K 0.01% $83.83 +11.4%
256 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 200.0 $12K 0.01% +100.0 +100.0% $57.51 +2.2%
257 MMM 3M CO COM Industrials 72.0 $11K 0.01% $158.01 +13.3%
258 OIH VANECK OIL SERVICES ETF 30.0 $11K 0.01% NEW $366.30 +13.4%
259 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 137.0 $11K 0.01% $78.67 -0.1%
260 MPC MARATHON PETE CORP COM Energy 40.0 $11K 0.01% $266.32 +35.4%
Page 13 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%