Holos Integrated Wealth LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2080096
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$214.2M
Holdings
378
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Holos Integrated Wealth LLC disclosed 378 positions worth $214.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 12 new positions and exited 45 and a full exit from $RBRK. The portfolio is most concentrated in Other (83.0% of disclosed assets). All figures are sourced directly from Holos Integrated Wealth LLC’s Form 13F-HR filing with the SEC under CIK 2080096.
AI Fund Analysis
ConcentratingFirst Trust Laddered Buffe
10.4% weight
Held 5 quarters
Innovator Laddered Allocat
8.6% weight
Held 5 quarters
Fidelity Total Bond - ETF
5.4% weight
Held 5 quarters
Fidelity Limited Term Bond
4.6% weight
Held 5 quarters
$LGCY4.5% weight
Held 5 quarters
Innovator Laddered Allocat
4 quarters accumulating
Fidelity Total Bond - ETF
4 quarters accumulating
Fidelity Limited Term Bond
4 quarters accumulating
Innovator Defined Wealth S
4 quarters accumulating
Fidelity Blue Chip Growth
4 quarters accumulating
Sector Allocation
OtherConsumer DiscretionaryTechnologyFinancialsIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
First Trust Laddered Buffer ETF - ETF
—Quality
$22.3M610,376 shInnovator Laddered Allocation Power Buffer - ETF
—Quality
$18.3M347,147 shFidelity Total Bond - ETF
—Quality
$11.5M254,878 shVanguard Multi-Sector Income Bond ETF - ETF
—Quality
$10.0M194,919 shFidelity Limited Term Bond - ETF
—Quality
$9.9M198,581 sh- 55.4
Quality
$9.6M852,550 sh Vanguard High Yield ETF - ETF
—Quality
$7.9M106,344 shVanguard Mid Cap - ETF
—Quality
$6.7M83,406 shFidelity Enhanced Small Cap - ETF
—Quality
$6.7M141,895 shSchwab US Dividend Equity - ETF
—Quality
$6.4M195,498 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| First Trust Laddered Buffer ETF - ETF | — | $22.3M | 610,376 |
| Innovator Laddered Allocation Power Buffer - ETF | — | $18.3M | 347,147 |
| Fidelity Total Bond - ETF | — | $11.5M | 254,878 |
| Vanguard Multi-Sector Income Bond ETF - ETF | — | $10.0M | 194,919 |
| Fidelity Limited Term Bond - ETF | — | $9.9M | 198,581 |
| Legacy Education Inc.$LGCY | 55.4 | $9.6M | 852,550 |
| Vanguard High Yield ETF - ETF | — | $7.9M | 106,344 |
| Vanguard Mid Cap - ETF | — | $6.7M | 83,406 |
| Fidelity Enhanced Small Cap - ETF | — | $6.7M | 141,895 |
| Schwab US Dividend Equity - ETF | — | $6.4M | 195,498 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Holos Integrated Wealth LLC's 378 positions.
Showing top 10 of 378 holdings.
Sector Allocation
Other
$177.7M
Consumer Discretionary
$13.1M
Technology
$7.1M
Financials
$6.5M
Industrials
$3.9M
Healthcare
$1.8M
Utilities
$1.6M
Energy
$1.4M
Top Holdings — Holos Integrated Wealth LLC (Q2 2026)
Top 150 of 378 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | First Trust Laddered Buffer ETF - ETF | $22.3M | 10.4% | +4% | — |
| 2 | — | Innovator Laddered Allocation Power Buffer - ETF | $18.3M | 8.6% | +7% | — |
| 3 | — | Fidelity Total Bond - ETF | $11.5M | 5.4% | +14% | — |
| 4 | — | Vanguard Multi-Sector Income Bond ETF - ETF | $10.0M | 4.7% | +25% | — |
| 5 | — | Fidelity Limited Term Bond - ETF | $9.9M | 4.6% | +21% | — |
| 6 | $LGCY | Legacy Education Inc. | $9.6M | 4.5% | +0% | 55.4 |
| 7 | — | Vanguard High Yield ETF - ETF | $7.9M | 3.7% | +17% | — |
| 8 | — | Vanguard Mid Cap - ETF | $6.7M | 3.1% | +299% | — |
| 9 | — | Fidelity Enhanced Small Cap - ETF | $6.7M | 3.1% | -10% | — |
| 10 | — | Schwab US Dividend Equity - ETF | $6.4M | 3.0% | -3% | — |
| 11 | — | Xtrackers MSCI EAFE Hedged Equity - ETF | $6.3M | 3.0% | +0% | — |
| 12 | — | Innovator Defined Wealth Shield - ETF | $6.3M | 2.9% | +9% | — |
| 13 | — | Ishares Russell Top 200 - ETF | $6.3M | 2.9% | +3% | — |
| 14 | — | Innovator NASDAQ 100 Managed Floor - ETF | $5.9M | 2.8% | +6% | — |
| 15 | — | SPDR Russell 1000 Yield Focus - ETF | $5.6M | 2.6% | -2% | — |
| 16 | — | Fidelity Blue Chip Growth - ETF | $5.1M | 2.4% | +2% | — |
| 17 | — | Innovator Equity Managed Floor ETF - ETF | $4.9M | 2.3% | +8% | — |
| 18 | — | Vanguard FTSE Developed Markets - ETF | $2.9M | 1.4% | -3% | — |
| 19 | — | VANGUARD SMALL-CAP ETF - ETF | $2.6M | 1.2% | -1% | — |
| 20 |  $AAPL | Apple Inc. | $2.5M | 1.2% | -21% | 76.4 |
| 21 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | $2.5M | 1.1% | -18% | — |
| 22 | — | First Trust TCW Unconstrained PLUS Bond - ETF | $2.4M | 1.1% | -16% | — |
| 23 | — | Avantis Emerging Markets Equity ETF - ETF | $2.4M | 1.1% | -8% | — |
| 24 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $2.0M | 0.9% | -6% | — |
| 25 |  $PHYS | Sprott Physical Gold Trust | $1.8M | 0.8% | -1% | — |
| 26 |  $SPY | SPDR S&P 500 ETF TRUST | $1.8M | 0.8% | +0% | — |
| 27 | — | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF - ETF | $1.6M | 0.8% | -8% | — |
| 28 |  $AMZN | AMAZON COM INC | $1.6M | 0.7% | +3% | 68.7 |
| 29 |  $TSLA | Tesla, Inc. | $1.4M | 0.7% | +41% | 53.9 |
| 30 | — | VANGUARD GROWTH ETF - ETF | $1.4M | 0.7% | +494% | — |
| 31 | — | VANGUARD S&P 500 ETF - ETF | $1.4M | 0.7% | +0% | — |
| 32 | — | First Trust Tactical High Yield - ETF | $1.2M | 0.6% | -13% | — |
| 33 |  $WT | WisdomTree, Inc. | $1.1M | 0.5% | +0% | 59.9 |
| 34 | — | FIRST TRUST CAPITAL STRENGTH ETF - ETF | $993,246 | 0.5% | -1% | — |
| 35 |  $JPM | JPMORGAN CHASE & CO | $981,703 | 0.5% | -1% | 70.7 |
| 36 |  $JNJ | JOHNSON & JOHNSON | $953,586 | 0.5% | -13% | 69 |
| 37 | — | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND - ETF | $935,698 | 0.4% | -0% | — |
| 38 |  $IBIT | iShares Bitcoin Trust ETF | $910,619 | 0.4% | +66% | — |
| 39 | — | VANGUARD EXTENDED MARKET ETF - ETF | $888,458 | 0.4% | +0% | — |
| 40 | — | VANGUARD VALUE ETF - ETF | $843,808 | 0.4% | +0% | — |
| 41 |  $GWW | W.W. GRAINGER, INC. | $813,858 | 0.4% | +0% | 61.8 |
| 42 |  $WTRG | Essential Utilities, Inc. | $799,370 | 0.4% | +0% | 68.1 |
| 43 |  $F | FORD MOTOR CO | $688,712 | 0.3% | +0% | 54.9 |
| 44 |  $XOM.R34088 | EXXON MOBIL CORP | $656,308 | 0.3% | -6% | 57.9 |
| 45 | — | ISHARES 0-5 YEAR TIPS BOND ETF - ETF | $650,298 | 0.3% | +0% | — |
| 46 |  $NVDA | NVIDIA CORP | $632,342 | 0.3% | -16% | 85.9 |
| 47 | — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF | $613,329 | 0.3% | -33% | — |
| 48 |  $BRK.B | BERKSHIRE HATHAWAY INC | $580,104 | 0.3% | +0% | 73.8 |
| 49 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $546,154 | 0.3% | -2% | — |
| 50 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | $544,536 | 0.3% | +0% | — |
| 51 | — | VANECK MORNINGSTAR WIDE MOAT ETF - ETF | $509,088 | 0.2% | -22% | — |
| 52 |  $V | VISA INC. | $443,911 | 0.2% | -11% | 82.9 |
| 53 |  $CVX | CHEVRON CORP | $443,726 | 0.2% | -7% | 62.8 |
| 54 |  $GOOG | Alphabet Inc. | $389,192 | 0.2% | +0% | 78.2 |
| 55 |  $MSFT | MICROSOFT CORP | $384,567 | 0.2% | -10% | 79.8 |
| 56 | — | ISHARES CORE S&P 500 ETF - ETF | $372,920 | 0.2% | -16% | — |
| 57 | — | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF - ETF | $369,412 | 0.2% | -6% | — |
| 58 |  $GOOGL | Alphabet Inc. | $352,711 | 0.2% | +0% | 78.2 |
| 59 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $350,876 | 0.2% | -21% | — |
| 60 |  $SO | SOUTHERN CO | $340,839 | 0.2% | -4% | 62 |
| 61 |  $TXN | TEXAS INSTRUMENTS INC | $338,762 | 0.2% | +0% | 73.4 |
| 62 | — | PACER US CASH COWS 100 ETF - ETF | $320,706 | 0.1% | -20% | — |
| 63 |  $WMT | Walmart Inc. | $307,181 | 0.1% | +0% | 60.2 |
| 64 | — | STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF - ETF | $296,423 | 0.1% | -10% | — |
| 65 |  $META | Meta Platforms, Inc. | $289,636 | 0.1% | +0% | 79.6 |
| 66 | — | FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETF - ETF | $285,514 | 0.1% | +0% | — |
| 67 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $277,660 | 0.1% | +0% | 70 |
| 68 | — | FIRST TRUST LOW DURATION OPPORTUNITIES ETF - ETF | $273,522 | 0.1% | +0% | — |
| 69 |  $LMT | LOCKHEED MARTIN CORP | $268,225 | 0.1% | -17% | 65.6 |
| 70 |  $LRCX | LAM RESEARCH CORP | $264,165 | 0.1% | -1% | 79.4 |
| 71 |  $GE | GENERAL ELECTRIC CO | $254,684 | 0.1% | -2% | 73.8 |
| 72 | — | VANGUARD SMALL CAP VALUE ETF - ETF | $244,743 | 0.1% | -4% | — |
| 73 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $242,429 | 0.1% | -7% | — |
| 74 | — | VANGUARD SMALL-CAP GROWTH ETF - ETF | $238,383 | 0.1% | +0% | — |
| 75 |  $MCD | MCDONALDS CORP | $237,056 | 0.1% | -3% | 69 |
| 76 |  $ABBV | AbbVie Inc. | $230,176 | 0.1% | +0% | 72.6 |
| 77 |  $PG | PROCTER & GAMBLE Co | $225,765 | 0.1% | +0% | 64.6 |
| 78 | — | ISHARES MSCI WORLD ETF - ETF | $224,691 | 0.1% | +0% | — |
| 79 |  $RTX | RTX Corp | $219,730 | 0.1% | +0% | 73.2 |
| 80 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF | $211,408 | 0.1% | -5% | — |
| 81 | — | VANGUARD MID-CAP VALUE ETF - ETF | $210,334 | 0.1% | +0% | — |
| 82 | — | FT ENERGY INCOME PARTNERS STRATEGY ETF - ETF | $208,645 | 0.1% | +0% | — |
| 83 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $204,729 | 0.1% | -4% | — |
| 84 |  $OBIO | Orchestra BioMed Holdings, Inc. | $204,316 | 0.1% | +0% | 32 |
| 85 |  $ENB | ENBRIDGE INC | $200,877 | 0.1% | +0% | 66.7 |
| 86 |  $YMM | Full Truck Alliance Co. Ltd. | $196,372 | 0.1% | +19% | — |
| 87 | — | FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF - ETF | $187,759 | 0.1% | -6% | — |
| 88 |  $GEV | GE Vernova Inc. | $185,258 | 0.1% | +0% | 81.1 |
| 89 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $182,144 | 0.1% | +243% | — |
| 90 |  $CSX | CSX CORP | $170,755 | 0.1% | +0% | 65.2 |
| 91 |  $GLD | SPDR GOLD TRUST | $170,248 | 0.1% | +0% | — |
| 92 | — | ROUNDHILL MAGNIFICENT SEVEN ETF - ETF | $168,912 | 0.1% | +13% | — |
| 93 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF | $167,547 | 0.1% | -12% | — |
| 94 | — | ALERIAN MLP ETF - ETF | $166,270 | 0.1% | +0% | — |
| 95 |  $HD | HOME DEPOT, INC. | $162,594 | 0.1% | +0% | 60.3 |
| 96 |  $PAYX | PAYCHEX INC | $162,504 | 0.1% | +0% | 74.6 |
| 97 | — | VANGUARD MID-CAP GROWTH ETF - ETF | $159,983 | 0.1% | +0% | — |
| 98 |  $DUK | Duke Energy CORP | $152,325 | 0.1% | -7% | 56.4 |
| 99 | — | SIMPLIFY HEALTH CARE ETF - ETF | $149,909 | 0.1% | +0% | — |
| 100 | — | ISHARES U.S. HOME CONSTRUCTION ETF - ETF | $144,812 | 0.1% | +0% | — |
| 101 | — | OAKMARK U.S. LARGE CAP ETF - ETF | $140,808 | 0.1% | +0% | — |
| 102 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $137,624 | 0.1% | +0% | — |
| 103 | — | FIDELITY ENHANCED MID CAP CORE ETF - ETF | $137,130 | 0.1% | -2% | — |
| 104 |  $NSC | NORFOLK SOUTHERN CORP | $135,551 | 0.1% | +0% | 63.2 |
| 105 | — | ISHARES S&P MID-CAP 400 VALUE ETF - ETF | $134,028 | 0.1% | +0% | — |
| 106 | — | ISHARES S&P 500 GROWTH ETF - ETF | $130,209 | 0.1% | +0% | — |
| 107 |  $ETN | Eaton Corp plc | $128,596 | 0.1% | +0% | — |
| 108 | — | ISHARES RUSSELL MID-CAP VALUE ETF - ETF | $127,115 | 0.1% | +0% | — |
| 109 |  $ORCL | ORACLE CORP | $126,590 | 0.1% | +0% | 66.2 |
| 110 | — | ISHARES CORE MSCI EAFE ETF - ETF | $125,531 | 0.1% | +0% | — |
| 111 |  $PLTR | Palantir Technologies Inc. | $124,695 | 0.1% | +16% | 84.6 |
| 112 |  $MRK | Merck & Co., Inc. | $122,546 | 0.1% | +0% | 59.9 |
| 113 | — | ISHARES U.S. EQUITY FACTOR ETF - ETF | $121,104 | 0.1% | +0% | — |
| 114 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | $116,355 | 0.1% | -58% | — |
| 115 |  $AVGO | Broadcom Inc. | $111,234 | 0.1% | -36% | 84.5 |
| 116 | — | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF - ETF | $104,760 | 0.1% | +0% | — |
| 117 | — | PACER GLOBAL CASH COWS DIVIDEND ETF - ETF | $103,929 | 0.1% | +0% | — |
| 118 |  $CTVA | Corteva, Inc. | $101,930 | 0.1% | +0% | 47.2 |
| 119 |  $ADI | ANALOG DEVICES INC | $101,580 | 0.1% | +0% | 79.2 |
| 120 |  $TJX | TJX COMPANIES INC /DE/ | $97,453 | 0.1% | +0% | 68.7 |
| 121 |  $INTC | INTEL CORP | $96,150 | 0.0% | +0% | 45.6 |
| 122 |  $COST | COSTCO WHOLESALE CORP /NEW | $94,750 | 0.0% | +0% | 66.2 |
| 123 |  $NEO | NEOGENOMICS INC | $94,250 | 0.0% | +0% | 34.3 |
| 124 |  $ES | EVERSOURCE ENERGY | $93,363 | 0.0% | +0% | 66.1 |
| 125 |  $CEG | Constellation Energy Corp | $93,007 | 0.0% | +0% | 59.4 |
| 126 | — | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND - ETF | $91,087 | 0.0% | -13% | — |
| 127 |  $KMB | KIMBERLY CLARK CORP | $89,268 | 0.0% | +0% | 58.7 |
| 128 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | $86,556 | 0.0% | +0% | — |
| 129 |  $CEF | Sprott Physical Gold & Silver Trust | $86,478 | 0.0% | -9% | — |
| 130 |  $YOU | Clear Secure, Inc. | $86,441 | 0.0% | +0% | 73.1 |
| 131 | — | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - ETF | $85,822 | 0.0% | -1% | — |
| 132 | $WT | WisdomTree, Inc. | $83,719 | 0.0% | +0% | 59.9 |
| 133 |  $LOW | LOWES COMPANIES INC | $79,524 | 0.0% | +0% | 60.8 |
| 134 | — | FIRST TRUST DORSEY WRIGHT DALI EQUITY ETF - ETF | $76,488 | 0.0% | +0% | — |
| 135 | — | ISHARES RUSSELL 2000 ETF - ETF | $75,825 | 0.0% | +0% | — |
| 136 |  $Q | Qnity Electronics, Inc. | $69,471 | 0.0% | +0% | 68.4 |
| 137 | — | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF - ETF | $69,111 | 0.0% | +0% | — |
| 138 | — | ADVISORSHARES FOCUSED EQUITY ETF - ETF | $68,522 | 0.0% | +0% | — |
| 139 |  $BDJ | BlackRock Enhanced Equity Dividend Trust | $68,221 | 0.0% | +1% | — |
| 140 | — | FIDELITY MSCI HEALTH CARE INDEX ETF - ETF | $67,967 | 0.0% | +0% | — |
| 141 |  $UPST | Upstart Holdings, Inc. | $67,475 | 0.0% | +0% | 61.7 |
| 142 |  $SCCO | SOUTHERN COPPER CORP/ | $67,391 | 0.0% | +31% | 83.1 |
| 143 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $66,589 | 0.0% | +0% | — |
| 144 | — | ISHARES 1-3 YEAR TREASURY BOND ETF - ETF | $65,618 | 0.0% | -17% | — |
| 145 | — | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF - ETF | $65,362 | 0.0% | +0% | — |
| 146 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETF | $63,679 | 0.0% | -12% | — |
| 147 |  $ABT | ABBOTT LABORATORIES | $60,667 | 0.0% | +0% | 65.5 |
| 148 |  $BA | BOEING CO | $60,237 | 0.0% | +0% | 61.6 |
| 149 | — | FT VEST U.S. EQUITY BUFFER ETF - JULY - ETF | $59,700 | 0.0% | +0% | — |
| 150 |  $CSCO | CISCO SYSTEMS, INC. | $59,696 | 0.0% | +0% | 70.3 |
New Positions (12)
FIDELITY INTERNATIONAL HIGH DIVIDEND ETF - ETF$57,442
$IONQ IonQ, Inc.$49,397 FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF - ETF$32,623
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF$31,162
STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF - ETF$30,502
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$29,894 KRANESHARES CSI CHINA INTERNET ETF - ETF$17,857
$HONA Honeywell Aerospace Inc.$15,479
$COHR COHERENT CORP.$14,764
$LITE Lumentum Holdings Inc.$12,580 VANECK OIL SERVICES ETF - ETF$10,989
FIDELITY YIELD ENHANCED EQUITY ETF - ETF$10,569
Exited Positions (45)
$RBRK Rubrik, Inc. ISHARES IBONDS DEC 2030 TERM TREASURY ETF
STATE STREET SPDR S&P REGIONAL BANKING ETF
$SGOL abrdn Gold ETF Trust
$MASI MASIMO CORP
$PANW Palo Alto Networks Inc
$STX Seagate Technology Holdings plc
$COR Cencora, Inc. STATE STREET SPDR S&P HOMEBUILDERS ETF
$MCK MCKESSON CORP
$LLY ELI LILLY & Co
$RHI ROBERT HALF INC.
$JOBY Joby Aviation, Inc.
$GM General Motors Co
$ORLY O REILLY AUTOMOTIVE INCBrowse Top Institutional Investors
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