Holos Integrated Wealth LLC
Holos Integrated Wealth LLC is an Investment Adviser institutional filer with the SEC under CIK 2080096, reporting 389 portfolio positions, with 4 historical 13F filings on file. Most recent reporting period: 2026-09-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: PA
- Filing type: 13F-HR
- Latest reporting period: 2026-09-30
- Last filed: 2026-10-23
Top 10 portfolio positions
The largest reported holdings in Holos Integrated Wealth LLC's most recent 13F filing, ranked by reported market value.
- First Trust Laddered Buffer ETF (BUFR)
- Innovator Laddered Allocation Power Buffer (BUFF)
- Fidelity Total Bond (FBND)
- Vanguard Multi-Sector Income Bond ETF (VGMS)
- Fidelity Limited Term Bond (FLTB)
- LEGACY ED INC COM (LGCY)
- Vanguard High Yield ETF (VGHY)
- Schwab US Dividend Equity (SCHD)
- Vanguard Mid Cap (VO)
- Innovator Defined Wealth Shield (BALT)
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