Holos Integrated Wealth LLC: 13F holdings
CIK 20800962026Q2
| Positions | 378 |
|---|
| Reported value | $214.2m |
|---|
| Filed | 2026-07-15 |
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Change since last quarter
| Positions | 378 (-34 vs prior quarter) |
|---|
| Reported value | $214.2m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BUFR First Trust Laddered Buffer ETF | 610,376 | $22.3m | 10.4% |
| BUFF Innovator Laddered Allocation Power Buffer | 347,147 | $18.3m | 8.6% |
| FBND Fidelity Total Bond | 254,878 | $11.5m | 5.4% |
| Vanguard Multi-Sector Income Bond ETF | 194,919 | $10.0m | 4.7% |
| FLTB Fidelity Limited Term Bond | 198,581 | $9.9m | 4.6% |
| LEGACY ED INC COM | 852,550 | $9.6m | 4.5% |
| Vanguard High Yield ETF | 106,344 | $7.9m | 3.7% |
| VO Vanguard Mid Cap | 83,406 | $6.7m | 3.1% |
| FESM Fidelity Enhanced Small Cap | 141,895 | $6.7m | 3.1% |
| SCHD Schwab US Dividend Equity | 195,498 | $6.4m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2080096")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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