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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 21 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NOK NOKIA CORP SPONSORED ADR Technology 13.0 $115.0 $8.85 +74.9%
402 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 1.0 $112.0 NEW $112.00 +3.1%
403 ACGL ARCH CAP GROUP LTD ORD Financial Services 1.0 $97.0 NEW $97.00 -0.7%
404 CPRI CAPRI HOLDINGS LIMITED SHS Consumer Cyclical 5.0 $92.0 $18.40 +0.4%
405 GTX GARRETT MOTION INC COM Consumer Cyclical 5.0 $91.0 $18.20 +82.9%
406 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 1.0 $81.0 NEW $81.00 +4.7%
407 ADNT ADIENT PLC ORD SHS Consumer Cyclical 4.0 $80.0 $20.00 +7.9%
408 IEUR ISHARES CORE MSCI EUROPE ETF 1.0 $43.0 $43.00 +75.6%
409 OCCIDENTAL PETE CORP WT EXP 080327 1.0 $41.0 $41.00
410 FTXO FIRST TRUST NASDAQ BANK ETF 1.0 $37.0 NEW $37.00 +3.3%
411 SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 1.0 $26.0 NEW $26.00 -1.1%
412 MBB ISHARES MBS ETF $19.0 NEW
Page 21 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%