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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 14 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TSN TYSON FOODS INC CL A Consumer Defensive 153.0 $10K 0.01% $64.19 +1.3%
262 MPC MARATHON PETE CORP COM Energy 40.0 $10K 0.01% $245.43 +3.8%
263 NKE NIKE INC CL B Consumer Cyclical 228.0 $10K 0.01% +153.0 +204.0% $42.66 +4.7%
264 MS MORGAN STANLEY COM NEW Financial Services 56.0 $9K 0.01% $168.43 +19.4%
265 CAT CATERPILLAR INC COM Industrials 13.0 $9K 0.01% $724.46 +21.5%
266 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 429.0 $9K 0.01% $20.88 -1.4%
267 NBXG NEUBERGER NEXT GENERATION COMMON STOCK Financial Services 650.0 $9K 0.00% $13.21 +20.7%
268 REET ISHARES GLOBAL REIT ETF 332.0 $9K 0.00% $25.66 +6.9%
269 IAU ISHARES GOLD TRUST Financial Services 95.0 $8K 0.00% NEW $88.46 -4.1%
270 CRWD CROWDSTRIKE HLDGS INC CL A Technology 19.0 $8K 0.00% $423.21 +56.8%
271 ABRDN ASIA PACIFIC INCOME FUND COM NEW 533.0 $8K 0.00% NEW $14.76
272 VLO VALERO ENERGY CORP COM Energy 31.0 $8K 0.00% $251.48 -1.8%
273 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 102.0 $8K 0.00% +1.0 +1.0% $76.01 +8.5%
274 GGG GRACO INC COM Industrials 90.0 $8K 0.00% $84.97 -11.0%
275 MET METLIFE INC COM Financial Services 106.0 $8K 0.00% $71.20 +18.1%
276 FPWR FIRST TRUST EIP POWER SOLUTIONS ETF 200.0 $8K 0.00% NEW $37.70 +0.3%
277 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 218.0 $8K 0.00% $34.54 -9.4%
278 EOG EOG RES INC COM Energy 50.0 $7K 0.00% NEW $144.24 -2.1%
279 KEY KEYCORP COM Financial Services 346.0 $7K 0.00% $20.62 +4.6%
280 TRU TRANSUNION COM Industrials 102.0 $7K 0.00% $68.79 +2.7%
Page 14 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%