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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 16 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 50.0 $5K 0.00% NEW $96.98 +3.1%
302 BLK BLACKROCK INC COM Financial Services 5.0 $5K 0.00% $958.40 +12.0%
303 OTIS OTIS WORLDWIDE CORP COM Industrials 60.0 $5K 0.00% $77.83 -6.5%
304 LOGI LOGITECH INTL S A SHS Technology 50.0 $5K 0.00% $92.82 +21.3%
305 ASTS AST SPACEMOBILE INC COM CL A Technology 50.0 $5K 0.00% $92.58 +14.3%
306 NOW SERVICENOW INC COM Technology 45.0 $5K 0.00% NEW $100.56 +1.6%
307 A AGILENT TECHNOLOGIES INC COM Healthcare 38.0 $4K 0.00% $113.87 +1.0%
308 MCK MCKESSON CORP COM Healthcare 5.0 $4K 0.00% NEW $856.60 -10.6%
309 USB US BANCORP COM NEW Financial Services 77.0 $4K 0.00% $53.70 +2.1%
310 BND VANGUARD TOTAL BOND MARKET ETF 56.0 $4K 0.00% $73.57 -0.8%
311 CI THE CIGNA GROUP COM Healthcare 15.0 $4K 0.00% $274.27 +4.4%
312 NTR NUTRIEN LTD COM Basic Materials 51.0 $4K 0.00% $76.88 -8.8%
313 UNILEVER PLC SPON ADR NEW 69.0 $4K 0.00% $55.70
314 FE FIRSTENERGY CORP COM Utilities 73.0 $4K 0.00% $51.00 -9.2%
315 HPQ HP INC COM Technology 200.0 $4K 0.00% -429.0 -68.2% $18.61 +35.6%
316 FSLY FASTLY INC CL A Technology 113.0 $4K 0.00% $31.60 -48.4%
317 NEE NEXTERA ENERGY INC COM Utilities 38.0 $4K 0.00% $93.66 -5.5%
318 ILCG ISHARES MORNINGSTAR GROWTH ETF 36.0 $4K 0.00% $97.39 +18.7%
319 WDAY WORKDAY INC CL A Technology 27.0 $3K 0.00% NEW $127.52 +0.5%
320 SBUX STARBUCKS CORP COM Consumer Cyclical 34.0 $3K 0.00% $95.21 +8.3%
Page 16 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%