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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 3 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GWW WW GRAINGER INC COM Industrials 600.0 $814K 0.38% $1356.43 -3.6%
42 WTRG ESSENTIAL UTILS INC COM Utilities 20,455.0 $799K 0.37% $39.08 +3.7%
43 F FORD MTR CO COM Consumer Cyclical 50,790.0 $689K 0.32% $13.56 +6.4%
44 EXXONMOBIL HOLDINGS CORP COM SHS 4,632.0 $656K 0.31% NEW $141.69
45 STIP ISHARES 0-5 YEAR TIPS BOND ETF 6,418.0 $650K 0.30% $101.32 -0.4%
46 NVDA NVIDIA CORPORATION COM Technology 3,211.0 $632K 0.29% -630.0 -16.4% $196.93 +10.1%
47 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 6,707.0 $613K 0.29% -3K -33.0% $91.45 +0.2%
48 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,151.0 $580K 0.27% $504.00
49 VWO VANGUARD FTSE EMERGING MARKETS ETF 9,276.0 $546K 0.26% -155.0 -1.6% $58.88 +2.8%
50 VTEB VANGUARD TAX-EXEMPT BOND ETF 10,800.0 $545K 0.25% $50.42 -1.8%
51 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 4,802.0 $509K 0.24% -1K -22.5% $106.02 +7.2%
52 V VISA INC COM CL A Financial Services 1,260.0 $444K 0.21% -158.0 -11.1% $352.31 +4.6%
53 CVX CHEVRON CORPORATION COM Energy 2,550.0 $444K 0.21% -182.0 -6.7% $174.01 +18.9%
54 GOOGL ALPHABET INC CAP STK CL A Communication Services 1,060.0 $389K 0.18% $367.16 -6.9%
55 MSFT MICROSOFT CORP COM Technology 989.0 $385K 0.18% -106.0 -9.7% $388.84 +24.0%
56 IVV ISHARES CORE S&P 500 ETF 497.0 $373K 0.17% -95.0 -16.1% $750.34 +2.4%
57 FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 8,510.0 $369K 0.17% -535.0 -5.9% $43.41 -1.4%
58 GOOG ALPHABET INC CAP STK CL C Communication Services 970.0 $353K 0.17% $363.62 -6.8%
59 QQQ INVESCO QQQ TRUST SERIES I Financial Services 495.0 $351K 0.16% -130.0 -20.8% $708.84 +0.4%
60 SO SOUTHERN CO COM Utilities 3,503.0 $341K 0.16% -150.0 -4.1% $97.30 -6.5%
Page 3 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%