Holos Integrated Wealth
$214M 13F equity value
424 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Holos Integrated Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BUFR | First Trust Laddered Buffer ETF | 610,376 | $22M | 10.4% |
| BUFF | Innovator Laddered Allocation Power Buffer | 347,147 | $18M | 8.6% |
| FBND | Fidelity Total Bond | 254,878 | $12M | 5.4% |
| VGMS | Vanguard Multi-Sector Income Bond ETF | 194,919 | $10M | 4.7% |
| FLTB | Fidelity Limited Term Bond | 198,581 | $10M | 4.6% |
| LGCY | LEGACY ED INC COM | 852,550 | $10M | 4.5% |
| VGHY | Vanguard High Yield ETF | 106,344 | $8M | 3.7% |
| VO | Vanguard Mid Cap | 83,406 | $7M | 3.1% |
| FESM | Fidelity Enhanced Small Cap | 141,895 | $7M | 3.1% |
| SCHD | Schwab US Dividend Equity | 195,498 | $6M | 3.0% |
Track Holos Integrated Wealth's 13F portfolio: $214M in reported holdings, 424 positions. Top holdings and quarterly changes on SentiSense.
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