Holdings
Holos Integrated Wealth LLC
As of Jun 30, 2026, Holos Integrated Wealth LLC reported 213 positions worth US$31.2M. Largest: Legacy Education Inc., Apple Inc and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Legacy Education Inc. | 853K | US$9.61M | no change | Jun 30, 2026 |
| Apple Inc | 8,181 | US$2.54M | −2,209 | Jun 30, 2026 |
| Amazon.com, Inc. | 6,352 | US$1.56M | +195 | Jun 30, 2026 |
| Tesla, Inc. | 3,516 | US$1.42M | +1,025 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 2,894 | US$982K | −17 | Jun 30, 2026 |
| Johnson & Johnson | 3,568 | US$954K | −518 | Jun 30, 2026 |
| W.w. Grainger, Inc. | 600 | US$814K | no change | Jun 30, 2026 |
| Essential Utilities, Inc. | 20,455 | US$799K | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,019 | US$742K | −9 | Jun 30, 2026 |
| Ford Mtr Co Del | 50,790 | US$689K | no change | Jun 30, 2026 |