SEC Form 13F

Holos Integrated Wealth LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$214,156,621
Positions378

Largest disclosed positions

IssuerTickerClassReported valueReported amount
First Trust Laddered Buffer ETFBUFRETF$22,336,721610,376
Innovator Laddered Allocation Power BufferBUFFETF$18,318,932347,147
Fidelity Total BondFBNDETF$11,543,415254,878
Vanguard Multi-Sector Income Bond ETFVGMSETF$9,961,344194,919
Fidelity Limited Term BondFLTBETF$9,944,961198,581
LEGACY ED INC COMLGCYStock$9,608,239852,550
Vanguard High Yield ETFVGHYETF$7,938,562106,344
Vanguard Mid CapVOETF$6,723,38583,406
Fidelity Enhanced Small CapFESMETF$6,721,581141,895
Schwab US Dividend EquitySCHDETF$6,361,514195,498

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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