Holos Integrated Wealth LLC

All 13F Filings

Location
Kennett Square, PA
CIK
0002080096
All SEC filings
View on sec.gov
Filing ID Report Period Holdings Value ($000) Form Type Date Filed Name
000143774926011783 Q1 2026 412 197,626,277 13F-HR 4/8/2026 Holos Integrated Wealth LLC