Long-term investor
Holos Integrated Wealth LLC @holosintegratedwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002080096).
Record
- Tracked since 2025-06-30 (446 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days +6.0% · 6 months n/a · 1 year +11.0% · all +11.0%
- Max drawdown n/a · win rate 17% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 33740F755 · 10.4% · long · since 2025-06-30
- 45783Y814 · 8.6% · long · since 2025-06-30
- 316188309 · 5.4% · long · since 2025-06-30
- 922020722 · 4.7% · long · since 2025-12-31
- 316188200 · 4.6% · long · since 2025-06-30
- 52474R207 · 4.5% · long · since 2025-06-30
- 922031687 · 3.7% · long · since 2025-12-31
- 922908629 · 3.1% · long · since 2025-06-30
- 31609A206 · 3.1% · long · since 2025-06-30
- 808524797 · 3.0% · long · since 2025-06-30
- 233051200 · 2.9% · long · since 2025-06-30
- 45783Y855 · 2.9% · long · since 2025-06-30