13F Filings History of Holos Integrated Wealth LLC

Latest 13F report
Q2 2025 - 13 Aug 2025
Value $
$166,273,991
Signature - Title
Brian Stephenson - Chief Compliance Officer
Location
Kennett Square, PA
Summary
This page shows a list of all the recent 13F filings made by Holos Integrated Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Holos Integrated Wealth LLC reported 307 stock holdings with total value $166,273,991 as of Q2 2025. Top holdings included BUFR, BUFF, UCON, LGCY, and VO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 307 $166,273,991 +$4,303,773 -$4,589,069 -$285,296 BUFR, BUFF, UCON, LGCY, VO 13F-HR 13 Aug 2025, 13:03
Q1 2025 313 $152,503,926 +$33,034,999 -$24,108,834 +$8,926,165 BUFR, UCON, BUFF, HYLS, LGCY 13F-HR 08 Aug 2025, 13:42
Q4 2024 313 $146,305,180 $0 $0 $0 BUFR, UCON, BUFF, HYLS, IWL 13F-HR 08 Aug 2025, 13:41