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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 5 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GE GE AEROSPACE COM NEW Industrials 709.0 $205K 0.10% +15.0 +2.2% $288.60 +4.9%
82 URTH ISHARES MSCI WORLD ETF 1,106.0 $202K 0.10% -176.0 -13.7% $182.49 +11.0%
83 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 1,453.0 $200K 0.10% NEW $137.43 +31.3%
84 ENB ENBRIDGE INC COM Energy 3,649.0 $198K 0.10% $54.38 +6.7%
85 VOE VANGUARD MID-CAP VALUE ETF 1,048.0 $195K 0.10% +353.0 +50.8% $185.89 +4.6%
86 GLD SPDR GOLD SHARES Financial Services 451.0 $195K 0.10% +140.0 +45.0% $431.81 -4.2%
87 DIS DISNEY WALT CO COM Communication Services 2,027.0 $194K 0.10% $95.78 +7.5%
88 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 3,972.0 $190K 0.10% -1K -27.2% $47.91 +0.3%
89 URA GLOBAL X URANIUM ETF 3,949.0 $189K 0.10% NEW $47.94 +2.1%
90 IWF ISHARES RUSSELL 1000 GROWTH ETF 438.0 $189K 0.10% +364.0 +491.9% $432.10 -71.1%
91 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 2,685.0 $189K 0.10% +2K +257.1% $70.33 +14.6%
92 ABBV ABBVIE INC COM Healthcare 904.0 $187K 0.09% $206.32 +4.5%
93 LRCX LAM RESEARCH CORP COM NEW Technology 819.0 $184K 0.09% +9.0 +1.1% $224.35 +36.1%
94 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,271.0 $168K 0.09% $131.82 -4.7%
95 AMLP ALERIAN MLP ETF 3,145.0 $166K 0.08% NEW $52.73 +3.4%
96 GEV GE VERNOVA INC COM Utilities 172.0 $157K 0.08% $910.75 +14.1%
97 AVGO BROADCOM INC COM Technology 467.0 $156K 0.08% +17.0 +3.8% $333.97 +24.0%
98 HD HOME DEPOT INC COM Consumer Cyclical 471.0 $150K 0.08% +100.0 +26.9% $318.77 -1.8%
99 CSX CSX CORP COM Industrials 3,520.0 $146K 0.07% $41.42 +9.9%
100 VOT VANGUARD MID-CAP GROWTH ETF 532.0 $140K 0.07% -65.0 -10.9% $262.49 +10.9%
Page 5 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%