A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Holos Integrated Wealth LLC.

Business address: 224 East St. Rd, Kennett Square, PA, 19348
Top securities (13F): BUFR, BUFF, LGCY, FBND, FLTB, VGMS, VO, IWL, DBEF, VGHY, SCHD, BALT, FESM, QFLR, ONEY, FBCG, UCON, SFLR, VEA, and HYLS
State of incorporation: PA
Fiscal year end: 31 December

Holos Integrated Wealth LLC has filed 6 SEC EDGAR filings since 08 Aug 2025

Recent SEC filings for Holos Integrated Wealth LLC including 13F-HR, N-PX.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	05 Jan 2026	30 Sep 2025	028-25695
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	05 Jan 2026	31 Dec 2025	028-25695
N-PX	Open N-PX document	View SEC filing for N-PX	15 Aug 2025	30 Jun 2025	028-25695
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	13 Aug 2025	30 Jun 2025	028-25695
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	08 Aug 2025	31 Mar 2025	028-25695
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	08 Aug 2025	31 Dec 2024	028-25695

Holos Integrated Wealth LLC files with the SEC under CIK 0002080096. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.