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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 7 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 2,365.0 $104K 0.05% NEW $44.06 +1.2%
122 ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 854.0 $102K 0.05% -215.0 -20.1% $119.84 +2.1%
123 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 100.0 $101K 0.05% $1013.21 +1.5%
124 CTVA CORTEVA INC COM Basic Materials 1,174.0 $100K 0.05% $85.35 -6.8%
125 TJX TJX COS INC NEW COM Consumer Cyclical 632.0 $100K 0.05% +602.0 +2006.7% $157.67 +0.4%
126 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,583.0 $95K 0.05% +1K +173.9% $60.15 -1.1%
127 ADI ANALOG DEVICES INC COM Technology 268.0 $88K 0.04% $327.41 +21.3%
128 ES EVERSOURCE ENERGY COM Utilities 1,249.0 $87K 0.04% $69.49 +0.7%
129 LOW LOWES COS INC COM Consumer Cyclical 360.0 $83K 0.04% $231.61 -7.2%
130 YOU CLEAR SECURE INC COM CL A Technology 1,546.0 $81K 0.04% $52.62 +16.1%
131 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 961.0 $79K 0.04% +606.0 +170.7% $82.30 -0.2%
132 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 869.0 $77K 0.04% $88.39 +9.0%
133 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 1,083.0 $75K 0.04% +7.0 +0.7% $69.49 +8.3%
134 DALI FIRST TRUST DORSEY WRIGHT DALI EQUITY ETF 2,650.0 $75K 0.04% $28.17 +8.2%
135 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 778.0 $72K 0.04% $93.05 +6.5%
136 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 721.0 $72K 0.04% -2K -74.4% $100.35 +0.3%
137 BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 697.0 $69K 0.04% NEW $99.19 +0.2%
138 T AT&T INC COM Communication Services 2,369.0 $66K 0.03% +460.0 +24.1% $28.04 -9.9%
139 CWS ADVISORSHARES FOCUSED EQUITY ETF 1,000.0 $66K 0.03% NEW $65.50 +2.6%
140 IWM ISHARES RUSSELL 2000 ETF 256.0 $65K 0.03% +200.0 +357.1% $252.91 +12.7%
Page 7 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%