What does Holos Integrated Wealth LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Holos Integrated Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

First Trust Laddered Buffer ETF

$20M585K10.1%

Innovator Laddered Allocation Power Buffer

$16M325K8.2%

LEGACY ED INC COM

$10M853K5.2%

Fidelity Total Bond

$10M223K5.2%

Fidelity Limited Term Bond

$8M163K4.2%

Vanguard Multi-Sector Income Bond ETF

$8M155K4.0%

Vanguard High Yield ETF

$7M91K3.4%

Schwab US Dividend Equity

$6M201K3.1%

Fidelity Enhanced Small Cap

$6M157K3.1%

Vanguard Mid Cap

$6M21K3.1%

Filing history loading…