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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 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BUFR First Trust Laddered Buffer ETF 585,255.0 $19.9M 10.09% -5K -0.9% $34.08 +6.4%
2 LGCY LEGACY ED INC COM Consumer Defensive 852,550.0 $10.3M 5.22% -82K -8.8% $12.11 -8.8%
3 VO Vanguard Mid Cap 20,925.0 $6.1M 3.08% -1K -6.1% $291.09 -73.2%
4 DBEF Xtrackers MSCI EAFE Hedged Equity 115,168.0 $5.8M 2.92% -5K -3.9% $50.14 +5.3%
5 IWL Ishares Russell Top 200 32,922.0 $5.4M 2.71% -3K -7.6% $162.84 +13.8%
6 ONEY SPDR Russell 1000 Yield Focus 43,528.0 $5.3M 2.66% -2K -5.3% $120.81 +5.5%
7 UCON First Trust TCW Unconstrained PLUS Bond 115,720.0 $2.9M 1.46% -43K -27.2% $24.86 -0.3%
8 VEA Vanguard FTSE Developed Markets 42,772.0 $2.8M 1.41% -405.0 -0.9% $65.09 +8.3%
9 VB VANGUARD SMALL-CAP ETF 8,853.0 $2.4M 1.19% -191.0 -2.1% $265.55 +8.9%
10 HYLS First Trust Tactical High Yield 33,646.0 $1.4M 0.69% -24K -41.5% $40.73 -0.0%
11 VUG VANGUARD GROWTH ETF 2,777.0 $1.2M 0.62% -409.0 -12.8% $445.00 -80.3%
12 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 18,705.0 $993K 0.50% -2K -9.1% $53.10 +4.0%
13 FTCS FIRST TRUST CAPITAL STRENGTH ETF 10,244.0 $948K 0.48% -2K -14.2% $92.58 +2.1%
14 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 18,974.0 $898K 0.45% -650.0 -3.3% $47.31 +1.2%
15 VTV VANGUARD VALUE ETF 3,843.0 $759K 0.38% -160.0 -4.0% $197.58 +6.7%
16 NVDA NVIDIA CORPORATION COM Technology 3,841.0 $684K 0.35% -191.0 -4.7% $178.10 +20.9%
17 GWW WW GRAINGER INC COM Industrials 600.0 $665K 0.34% -42.0 -6.5% $1108.15 +12.6%
18 VWO VANGUARD FTSE EMERGING MARKETS ETF 9,431.0 $510K 0.26% -168.0 -1.8% $54.09 +9.0%
19 MSFT MICROSOFT CORP COM Technology 1,095.0 $408K 0.21% -542.0 -33.1% $372.29 +12.4%
20 FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 9,045.0 $396K 0.20% -3K -21.8% $43.75 -0.9%
Page 1 of 2  ·  40 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%