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HOLOS INTEGRATED WEALTH LLC 13F portfolio summary

HOLOS INTEGRATED WEALTH LLC of HOLOS INTEGRATED WEALTH LLC has 408 current stock holdings with a reported portfolio value of $197.6M. The portfolio 1 year return is +13.72%. Top holdings include BNDX (0.00%), DALI (0.00%), BND (0.00%), BHF (0.00%), EVTR (0.00%).

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HOLOS INTEGRATED WEALTH LLC

HOLOS INTEGRATED WEALTH LLC
Latest filing: 2026-03-31

HOLOS INTEGRATED WEALTH LLC runs HOLOS INTEGRATED WEALTH LLC and currently holds 408 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $197.63M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HOLOS INTEGRATED WEALTH LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HOLOS INTEGRATED WEALTH LLC's portfolio at HOLOS INTEGRATED WEALTH LLC has delivered returns of +13.72%. Their 3-year annualized return is +11.60%. Looking at the 5-year horizon, HOLOS INTEGRATED WEALTH LLC has achieved +11.60% annualized returns at HOLOS INTEGRATED WEALTH LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.72%
#0/1000
3 Year
+11.60%
#0/1000
5 Year
+11.60%
#0/1000

Portfolio Value

$197.63M

Alpha Score

10.9

#0 of 1000

Holdings

408

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change