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Manager record

Holos Integrated Wealth LLC

Kennett Square, PA · CIK 2080096 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$222.55MReported 13F valueQ3 2026 · as filed
391Holdings listed
+3.9%vs prior quartervalue change includes market moves
5Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $465.1M$465.1MQ2 2025936 holdingsQ4 2025: $349.1M$349.1MQ4 2025615 holdingsQ1 2026: $197.6M$197.6MQ1 2026412 holdingsQ2 2026: $214.2M$214.2MQ2 2026378 holdingsQ3 2026: $222.5M$222.5MQ3 2026391 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR · period Q3 2026

$222.55M · 391 holdings listed · View original SEC filing ↗
Jul 15 2026 13F-HR · period Q2 2026

$214.16M · 378 holdings listed · View original SEC filing ↗
Apr 08 2026 13F-HR · period Q1 2026

$197.63M · 412 holdings listed · View original SEC filing ↗
Jan 05 2026 13F-HR · period Q4 2025

$179.15M · 310 holdings listed · View original SEC filing ↗
Jan 05 2026 13F-HR · period Q4 2025

$169.94M · 305 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$166.29M · 308 holdings listed · View original SEC filing ↗
Aug 08 2025 13F-HR · period Q2 2025

$146.31M · 314 holdings listed · View original SEC filing ↗
Aug 08 2025 13F-HR · period Q2 2025

$152.50M · 314 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology