Holos Integrated Wealth LLC - Portfolio Stock Holdings
Holos Integrated Wealth LLC disclosed 395 stock positions in a recent SEC 13F filing. $220,955,640 of stock holdings were filed, with the largest holdings including BUFR, BUFF, and FBND. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $233,097,307 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
395Est. Stock Holding Value:
$220,955,640Top Stock Holdings By Sector
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Portfolio Stock Holdings - Holos Integrated Wealth LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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