Holos Integrated Wealth LLC - Portfolio overview

Holos Integrated Wealth LLC has 426 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. BUFR - First Trust Laddered Buffer ETF, 10.03%
2. BUFF - Innovator Laddered Allocation Power Buffer, 8.14%
3. LGCY - LEGACY ED INC COM, 5.19%

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

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