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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 5 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VOE VANGUARD MID-CAP VALUE ETF 1,048.0 $210K 0.10% $200.70 +4.0%
82 EIPX FT ENERGY INCOME PARTNERS STRATEGY ETF 6,572.0 $209K 0.10% $31.75 +4.5%
83 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 2,566.0 $205K 0.10% -119.0 -4.4% $79.79 +2.2%
84 OBIO ORCHESTRA BIOMED HLDGS INC COM Healthcare 51,595.0 $204K 0.10% $3.96 +35.4%
85 ENB ENBRIDGE INC COM Energy 3,649.0 $201K 0.09% $55.05 -8.3%
86 URA GLOBAL X URANIUM ETF 4,704.0 $196K 0.09% +755.0 +19.1% $41.75 +10.4%
87 FTRI FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF 11,655.0 $188K 0.09% -736.0 -5.9% $16.11 +17.2%
88 GEV GE VERNOVA INC COM Utilities 172.0 $185K 0.09% $1077.08 -11.2%
89 IWF ISHARES RUSSELL 1000 GROWTH ETF 1,501.0 $182K 0.09% +1K +242.7% $121.35 +0.9%
90 CSX CSX CORP COM Industrials 3,520.0 $171K 0.08% $48.51 +6.3%
91 GLD SPDR GOLD SHARES Financial Services 451.0 $170K 0.08% $377.49 +12.2%
92 MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 2,550.0 $169K 0.08% +300.0 +13.3% $66.24 +1.6%
93 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 3,489.0 $168K 0.08% -483.0 -12.2% $48.02 -0.8%
94 AMLP ALERIAN MLP ETF 3,145.0 $166K 0.08% $52.87 +3.6%
95 HD HOME DEPOT INC COM Consumer Cyclical 471.0 $163K 0.08% $345.21 -2.8%
96 PAYX PAYCHEX INC COM Industrials 1,503.0 $163K 0.08% $108.12 +15.1%
97 VOT VANGUARD MID-CAP GROWTH ETF 532.0 $160K 0.07% $300.72 +1.6%
98 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,188.0 $152K 0.07% -83.0 -6.5% $128.22 -6.5%
99 PINK SIMPLIFY HEALTH CARE ETF 3,757.0 $150K 0.07% $39.90 +0.8%
100 ITB ISHARES U.S. HOME CONSTRUCTION ETF 1,450.0 $145K 0.07% $99.87 -2.4%
Page 5 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 29.4%
Financial Services 20.0%
Technology 15.5%
Consumer Cyclical 12.1%
Industrials 7.4%
Healthcare 5.5%
Utilities 5.0%
Communication Services 2.3%
Energy 2.0%
Basic Materials 0.8%