Holos Integrated Wealth LLC

Q3 2025 13F Holdings

Location
Kennett Square, PA
Holdings as of
9/30/2025
Value ($000)
$169,936
Num holdings
305
Date filed
1/5/2026
Form type
13F-HR
Prev filing
8/13/2025
Next filing
1/5/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type