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HOLOS INTEGRATED WEALTH LLC
HOLOS INTEGRATED WEALTH LLC
Latest filing: 2026-06-30
HOLOS INTEGRATED WEALTH LLC runs HOLOS INTEGRATED WEALTH LLC and currently holds 376 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $214.16M. Their top holdings are BUFR, BUFF, FBND, FLTB, VO. The top five represent 32.2% of reported portfolio weight. HOLOS INTEGRATED WEALTH LLC ranks #968 out of 1000 investors tracked by Alpha Score. They added to 21 existing positions. They trimmed 41 positions. Their current best-performing preview position is INTC with returns of +180.49%.
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376 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 BUFR First Trust Laddered Buffer ETF | 10.43% | $30.76 | $37.30 | +21.25% | Added +4.29% |
 BUFF Innovator Laddered Allocation Power Buffer | 8.55% | $45.69 | $53.63 | +17.38% | Added +6.77% |
 FBND Fidelity Total Bond | 5.39% | $45.74 | $44.89 | -1.87% | Added +14.04% |
FL FLTB Fidelity Limited Term Bond | 4.64% | $50.20 | $50.03 | -0.34% | Added +21.48% |
 VO Vanguard Mid Cap | 3.14% | $126.65 | $82.98 | -34.48% | Added +298.60% |
 FESM Fidelity Enhanced Small Cap | 3.14% | $30.34 | $47.94 | +57.99% | Trimmed -9.73% |
 SCHD Schwab US Dividend Equity | 2.97% | $27.34 | $35.11 | +28.42% | Trimmed -2.98% |
 DBEF Xtrackers MSCI EAFE Hedged Equity | 2.95% | $41.65 | $55.83 | +34.05% | Added +0.06% |
BA BALT Innovator Defined Wealth Shield | 2.94% | $31.90 | $34.71 | +8.81% | Added +9.06% |
 IWL Ishares Russell Top 200 | 2.93% | $145.83 | $189.36 | +29.85% | Added +2.82% |
Showing 1-10 of 376