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Portfolio (Quarterly) Guide ↗

Holos Integrated Wealth LLC

· CIK 0002080096
13F Portfolio $179M AUM 310 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 310 New
Page 6 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CTVA CORTEVA INC COM Basic Materials 1,174.0 $80K 0.04% NEW $67.74 +16.8%
102 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 778.0 $79K 0.04% NEW $101.40 -2.6%
103 ABT ABBOTT LABS COM Healthcare 633.0 $79K 0.04% NEW $124.19 -30.2%
104 PEP PEPSICO INC COM Consumer Defensive 552.0 $79K 0.04% NEW $142.35 +2.3%
105 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 869.0 $78K 0.04% NEW $89.74 +7.3%
106 DALI FIRST TRUST DORSEY WRIGHT DALI EQUITY ETF 2,650.0 $77K 0.04% NEW $29.19 +7.2%
107 NEO NEOGENOMICS INC COM NEW Healthcare 6,500.0 $76K 0.04% NEW $11.76 -21.2%
108 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 1,076.0 $75K 0.04% NEW $70.15 +8.9%
109 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 1,724.0 $74K 0.04% NEW $43.18 +5.0%
110 ADI ANALOG DEVICES INC COM Technology 268.0 $73K 0.04% NEW $273.74 +53.4%
111 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 800.0 $69K 0.04% NEW $85.85 +12.8%
112 PIO INVESCO GLOBAL WATER ETF 1,530.0 $68K 0.04% NEW $44.48 -0.6%
113 FIDELITY MSCI HEALTH CARE INDEX ETF 848.0 $63K 0.04% NEW $74.56
114 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 389.0 $61K 0.03% NEW $157.24 -33.3%
115 BA BOEING CO COM Industrials 260.0 $59K 0.03% NEW $227.77 -3.9%
116 IJR ISHARES CORE S&P SMALL CAP ETF 458.0 $56K 0.03% NEW $121.37 +15.0%
117 CEG CONSTELLATION ENERGY CORP COM Utilities 148.0 $54K 0.03% NEW $366.25 -17.7%
118 YOU CLEAR SECURE INC COM CL A Technology 1,546.0 $53K 0.03% NEW $34.38 +81.4%
119 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 752.0 $52K 0.03% NEW $69.00 +21.2%
120 T AT&T INC COM Communication Services 1,909.0 $47K 0.03% NEW $24.56 +1.9%
Page 6 of 16  ·  310 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 34.9%
Technology 19.9%
Consumer Cyclical 9.2%
Industrials 7.9%
Financial Services 6.4%
Healthcare 6.2%
Utilities 5.3%
Communication Services 4.6%
Energy 4.2%
Basic Materials 0.9%