Holos Integrated Wealth LLC

Q1 2026 13F Holdings

Location
Kennett Square, PA
Holdings as of
3/31/2026
Value ($000)
$197,626
Num holdings
412
Date filed
4/8/2026
Form type
13F-HR
Prev filing
1/5/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type