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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 15 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ETSY INC COM 100.0 $8K 0.00% $77.59
282 ILMN ILLUMINA INC COM Healthcare 40.0 $8K 0.00% $191.75 +14.4%
283 FPWR FIRST TRUST EIP POWER SOLUTIONS ETF 200.0 $8K 0.00% $37.73 -3.1%
284 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 500.0 $7K 0.00% $14.80 +54.3%
285 IAU ISHARES GOLD TRUST Financial Services 95.0 $7K 0.00% $77.37 +12.2%
286 PM PHILIP MORRIS INTL INC COM Consumer Defensive 39.0 $7K 0.00% $187.79 +0.2%
287 DCI DONALDSON INC COM Industrials 78.0 $7K 0.00% $89.54 +4.1%
288 GGG GRACO INC COM Industrials 90.0 $7K 0.00% $75.20 +7.2%
289 EOG EOG RES INC COM Energy 50.0 $7K 0.00% $134.54 +13.8%
290 SCHW SCHWAB CHARLES CORP COM Financial Services 65.0 $7K 0.00% $101.92 +10.2%
291 DIS DISNEY WALT CO COM Communication Services 67.0 $7K 0.00% -2K -96.7% $97.48 +10.5%
292 TD TORONTO DOMINION BK ONT COM NEW Financial Services 53.0 $6K 0.00% $121.43 -3.5%
293 LH LABCORP HOLDINGS INC COM SHS Healthcare 22.0 $6K 0.00% $283.86 +18.5%
294 ORI OLD REP INTL CORP COM Financial Services 140.0 $6K 0.00% $41.85 -0.6%
295 PRU PRUDENTIAL FINL INC COM Financial Services 50.0 $6K 0.00% -118.0 -70.2% $115.96 +4.5%
296 DBL DOUBLELINE OPPORTUNISTIC CR FD COM Financial Services 400.0 $6K 0.00% $14.27 -1.3%
297 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 62.0 $5K 0.00% $87.52 +10.2%
298 OXY OCCIDENTAL PETE CORP COM Energy 102.0 $5K 0.00% $51.79 +18.4%
299 BLK BLACKROCK INC COM Financial Services 5.0 $5K 0.00% $1009.40 +14.6%
300 PYPL PAYPAL HLDGS INC COM Financial Services 110.0 $5K 0.00% $45.65 +34.8%
Page 15 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%