CIK 2080096
Holos Integrated Wealth LLC
Institutional 13F holdings & portfolio
Holdings
310
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 310
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CTVA | CORTEVA INC COM | 1K | $50K–$100K | SH |
| KMB | KIMBERLY-CLARK CORP COM | 778 | $50K–$100K | SH |
| ABT | ABBOTT LABS COM | 633 | $50K–$100K | SH |
| PEP | PEPSICO INC COM | 552 | $50K–$100K | SH |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 869 | $50K–$100K | SH |
| DALI | FIRST TRUST DORSEY WRIGHT DALI EQUITY ETF | 3K | $50K–$100K | SH |
| NEO | NEOGENOMICS INC COM NEW | 7K | $50K–$100K | SH |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 1K | $50K–$100K | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 2K | $50K–$100K | SH |
| ADI | ANALOG DEVICES INC COM | 268 | $50K–$100K | SH |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 800 | $50K–$100K | SH |
| PIO | INVESCO GLOBAL WATER ETF | 2K | $50K–$100K | SH |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | 848 | $50K–$100K | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 389 | $50K–$100K | SH |
| BA | BOEING CO COM | 260 | $50K–$100K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 458 | $50K–$100K | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 148 | $50K–$100K | SH |
| YOU | CLEAR SECURE INC COM CL A | 2K | $50K–$100K | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 752 | $50K–$100K | SH |
| T | AT&T INC COM | 2K | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 75 | $15K–$50K | SH |
| SE | SEA LTD SPONSORD ADS | 333 | $15K–$50K | SH |
| CAH | CARDINAL HEALTH INC COM | 211 | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC COM | 353 | $15K–$50K | SH |
| INTC | INTEL CORP COM | 1K | $15K–$50K | SH |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | 2K | $15K–$50K | SH |
| CL | COLGATE PALMOLIVE CO COM | 530 | $15K–$50K | SH |
| KO | COCA COLA CO COM | 592 | $15K–$50K | SH |
| CSCO | CISCO SYS INC COM | 534 | $15K–$50K | SH |
| WM | WASTE MGMT INC DEL COM | 182 | $15K–$50K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 150 | $15K–$50K | SH |
| AMGN | AMGEN INC COM | 113 | $15K–$50K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 74 | $15K–$50K | SH |
| ZTS | ZOETIS INC CL A | 257 | $15K–$50K | SH |
| CMI | CUMMINS INC COM | 61 | $15K–$50K | SH |
| MELI | MERCADOLIBRE INC COM | 16 | $15K–$50K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 147 | $15K–$50K | SH |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | 875 | $15K–$50K | SH |
| AMP | AMERIPRISE FINL INC COM | 60 | $15K–$50K | SH |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 355 | $15K–$50K | SH |
| HCA | HCA HEALTHCARE INC COM | 62 | $15K–$50K | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 492 | $15K–$50K | SH |
| TIP | ISHARES TIPS BOND ETF | 261 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 85 | $15K–$50K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 400 | $15K–$50K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 175 | $15K–$50K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 682 | $15K–$50K | SH |
| AMT | AMERICAN TOWER CORP NEW COM | 157 | $15K–$50K | SH |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | 810 | $15K–$50K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 578 | $15K–$50K | SH |