Holos Integrated Wealth LLC

Business address
224 East St. Rd, Kennett Square, PA, 19348
Top securities (13F)
BUFR, BUFF, UCON, LGCY, VO, HYLS, FLTB, FBND, ONEY, IWL, DBEF, QFLR, FESM, BALT, SCHD, FBCG, VEA, VB, AVEM, and AAPL
State of incorporation
PA
Fiscal year end
31 December
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Holos Integrated Wealth LLC has filed 4 SEC EDGAR filings since 08 Aug 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing 15 Aug 2025 30 Jun 2025 028-25695
13F-HR Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-25695
13F-HR Open Document Open Filing 08 Aug 2025 31 Mar 2025 028-25695
13F-HR Open Document Open Filing 08 Aug 2025 31 Dec 2024 028-25695