Holos Integrated Wealth LLCETFConcentrated trader

CIK: 0002080096 | KENNETT SQUARE, PA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	391	$222.5M	2026-10-23	SEC ↗
Q2 2026	13F-HR	378	$214.2M	2026-07-15	SEC ↗
Q1 2026	13F-HR	412	$197.6M	2026-04-08	SEC ↗
Q4 2025	13F-HR	310	$179.1M	2026-01-05	SEC ↗
Q3 2025	13F-HR	305	$169.9M	2026-01-05	SEC ↗
Q2 2025	13F-HR	308	$166.3M	2025-08-13	SEC ↗
Q1 2025	13F-HR	314	$152.5M	2025-08-08	SEC ↗
Q4 2024	13F-HR	314	$146.3M	2025-08-08	SEC ↗