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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 3 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP COM Energy 4,932.0 $808K 0.41% $163.91 -5.5%
42 VXF VANGUARD EXTENDED MARKET ETF 3,678.0 $770K 0.39% $209.23 +10.3%
43 VTV VANGUARD VALUE ETF 3,843.0 $759K 0.38% -160.0 -4.0% $197.58 +6.7%
44 NVDA NVIDIA CORPORATION COM Technology 3,841.0 $684K 0.35% -191.0 -4.7% $178.10 +20.9%
45 GWW WW GRAINGER INC COM Industrials 600.0 $665K 0.34% -42.0 -6.5% $1108.15 +12.6%
46 STIP ISHARES 0-5 YEAR TIPS BOND ETF 6,418.0 $664K 0.34% NEW $103.45 -0.2%
47 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 6,196.0 $598K 0.30% NEW $96.46 +6.0%
48 IBIT ISHARES BITCOIN TRUST ETF Financial Services 15,190.0 $594K 0.30% NEW $39.10 +9.9%
49 F FORD MTR CO COM Consumer Cyclical 50,790.0 $585K 0.30% $11.52 +29.6%
50 CVX CHEVRON CORPORATION COM Energy 2,732.0 $551K 0.28% $201.54 -5.0%
51 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,149.0 $549K 0.28% +1K +10000.0% $478.08
52 VTEB VANGUARD TAX-EXEMPT BOND ETF 10,800.0 $540K 0.27% $50.01 -0.3%
53 VWO VANGUARD FTSE EMERGING MARKETS ETF 9,431.0 $510K 0.26% -168.0 -1.8% $54.09 +9.0%
54 V VISA INC COM CL A Financial Services 1,418.0 $429K 0.22% $302.63 +8.7%
55 MSFT MICROSOFT CORP COM Technology 1,095.0 $408K 0.21% -542.0 -33.1% $372.29 +12.4%
56 FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 9,045.0 $396K 0.20% -3K -21.8% $43.75 -0.9%
57 IVV ISHARES CORE S&P 500 ETF 592.0 $392K 0.20% NEW $662.34 +13.1%
58 COWZ PACER US CASH COWS 100 ETF 6,249.0 $390K 0.20% NEW $62.34 +3.2%
59 LMT LOCKHEED MARTIN CORP COM Industrials 601.0 $377K 0.19% -33.0 -5.2% $627.70 -15.0%
60 QQQ INVESCO QQQ TRUST SERIES I Financial Services 625.0 $368K 0.19% +622.0 +10000.0% $588.20 +22.0%
Page 3 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%