Elios Financial Group Inc. - Portfolio overview

Elios Financial Group Inc. has 120 reported holdings in this dataset, with the latest filing dated 2025-08-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. FIXD - FIRST TR EXCHNG TRADED FD VI, 9.39%
2. VOO - VANGUARD INDEX FDS, 8.26%
3. SPY - SPDR S&P 500 ETF TR, 4.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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