Holos Integrated Wealth LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Kennett Square, PA
CIK
0002080096
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 310 179,149 BUFR, BUFF, LGCY, FBND 13F-HR 1/5/2026 000143774926000265
Q3 2025 305 169,935 BUFR, BUFF, UCON, LGCY 13F-HR 1/5/2026 000143774926000274
Q2 2025 308 166,293 BUFR, BUFF, UCON, LGCY 13F-HR 8/13/2025 000143774925026425
Q1 2025 314 152,503 BUFR, UCON, BUFF, HYLS 13F-HR 8/8/2025 000143774925025661
Q4 2024 314 146,305 BUFR, UCON, BUFF, HYLS 13F-HR 8/8/2025 000143774925025660