Holos Integrated Wealth
$223M 13F equity value
399 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Holos Integrated Wealth covers the quarter ended September 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 | 641,174 | $24M | 10.9% |
| BUFF | Innovator Laddered Allocation Power Buffer | 369,839 | $20M | 9.0% |
| FBND | Fidelity Total Bond | 279,327 | $12M | 5.5% |
| VGMS | Vanguard Multi-Sector Income Bond ETF | 216,970 | $11M | 4.8% |
| FLTB | Fidelity Limited Term Bond | 207,668 | $10M | 4.6% |
| LGCY | LEGACY ED INC COM | 852,550 | $9M | 3.9% |
| VGHY | Vanguard High Yield ETF | 112,166 | $8M | 3.6% |
| SCHD | Schwab US Dividend Equity | 203,528 | $7M | 3.1% |
| VO | Vanguard Mid Cap | 86,217 | $7M | 3.1% |
| BALT | Innovator Defined Wealth Shield | 195,674 | $7M | 3.1% |
Track Holos Integrated Wealth's 13F portfolio: $223M in reported holdings, 399 positions. Top holdings and quarterly changes on SentiSense.
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