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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 20 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NEWSMAX INC COM SHS CLASS B 100.0 $543.0 $5.43
382 KMI KINDER MORGAN INC DEL COM Energy 16.0 $533.0 $33.31 +1.4%
383 TDC TERADATA CORP DEL COM Technology 20.0 $517.0 $25.85 +29.4%
384 UBER UBER TECHNOLOGIES INC COM Technology 7.0 $502.0 NEW $71.71 +0.1%
385 VNT VONTIER CORPORATION COM Technology 14.0 $495.0 NEW $35.36 -16.2%
386 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 50.0 $460.0 $9.20 -13.6%
387 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 8.0 $432.0 NEW $54.00 -8.5%
388 HLN HALEON PLC SPON ADS Healthcare 40.0 $395.0 $9.88 -5.9%
389 PTLO PORTILLOS INC COM CL A Consumer Cyclical 66.0 $370.0 $5.61 -28.1%
390 OGN ORGANON & CO COMMON STOCK Healthcare 50.0 $306.0 $6.12 +119.4%
391 GRAL GRAIL INC COM Healthcare 6.0 $295.0 $49.17 +36.7%
392 REZI RESIDEO TECHNOLOGIES INC COM Industrials 8.0 $280.0 $35.00 -17.8%
393 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 23.0 $251.0 $10.91 -4.2%
394 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 15.0 $215.0 NEW $14.33 +12.0%
395 FTRE FORTREA HLDGS INC COMMON STOCK Healthcare 22.0 $209.0 $9.50 +39.2%
396 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 2.0 $201.0 NEW $100.50 -1.8%
397 BHF BRIGHTHOUSE FINL INC COM Financial Services 3.0 $181.0 $60.33 +3.5%
398 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 1.0 $147.0 NEW $147.00 +2.0%
399 GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF 5.0 $136.0 NEW $27.20 -1.5%
400 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 1.0 $118.0 NEW $118.00 -0.7%
Page 20 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%