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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 2 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 24,558.0 $2.5M 1.15% -5K -18.2% $100.46 +0.2%
22 UCON First Trust TCW Unconstrained PLUS Bond 97,695.0 $2.4M 1.13% -18K -15.6% $24.83 -1.2%
23 AVEM Avantis Emerging Markets Equity ETF 25,772.0 $2.4M 1.11% -2K -8.1% $92.59 +1.9%
24 VTI VANGUARD TOTAL STOCK MARKET ETF 5,341.0 $2.0M 0.92% -313.0 -5.5% $369.62 +2.3%
25 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR Financial Services 57,544.0 $1.8M 0.83% -767.0 -1.3% $31.01 +12.1%
26 SPY STATE STREET SPDR S&P 500 ETF Financial Services 2,366.0 $1.8M 0.83% $747.86 +2.3%
27 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 58,272.0 $1.6M 0.75% -5K -7.9% $27.68 +0.3%
28 AMZN AMAZON COM INC COM Consumer Cyclical 6,352.0 $1.6M 0.73% +195.0 +3.2% $245.98 +4.9%
29 TSLA TESLA INC COM Consumer Cyclical 3,516.0 $1.4M 0.66% +1K +41.1% $402.92 -13.4%
30 VUG VANGUARD GROWTH ETF 16,486.0 $1.4M 0.66% +14K +493.7% $85.88 +1.6%
31 VOO VANGUARD S&P 500 ETF 2,032.0 $1.4M 0.65% $687.08 +2.4%
32 HYLS First Trust Tactical High Yield 29,339.0 $1.2M 0.56% -4K -12.8% $40.76 -0.3%
33 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 18,721.0 $1.1M 0.49% $56.67 +3.0%
34 FTCS FIRST TRUST CAPITAL STRENGTH ETF 10,184.0 $993K 0.46% -60.0 -0.6% $97.53 +4.0%
35 JPM JPMORGAN CHASE & CO COM Financial Services 2,894.0 $982K 0.46% -17.0 -0.6% $339.22 +5.1%
36 JNJ JOHNSON & JOHNSON COM Healthcare 3,568.0 $954K 0.45% -518.0 -12.7% $267.26 +0.7%
37 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 18,918.0 $936K 0.44% $49.46 +2.8%
38 IBIT ISHARES BITCOIN TRUST ETF Financial Services 25,190.0 $911K 0.42% +10K +65.8% $36.15 +21.1%
39 VXF VANGUARD EXTENDED MARKET ETF 3,678.0 $888K 0.41% $241.56 +1.4%
40 VTV VANGUARD VALUE ETF 3,843.0 $844K 0.39% $219.57 +3.2%
Page 2 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 29.1%
Financial Services 19.8%
Technology 15.4%
Consumer Cyclical 12.0%
Industrials 7.3%
Healthcare 5.4%
Utilities 4.9%
Communication Services 3.3%
Energy 2.0%
Basic Materials 0.8%