Holos Integrated Wealth LLC has submitted its 13F-HR report for the third quarter of 2026, detailing its investment holdings as of September 30. This filing is significant as it provides a snapshot of the company's asset management strategies and positions in the market.
Background
Holos Integrated Wealth LLC is a wealth management firm based in Kennett Square, Pennsylvania. The company focuses on providing integrated financial services to its clients. According to its recent filings, Holos has been active in reporting its holdings, with the latest 13F-HR filed on October 23, 2026. The firm has also filed other forms, including N-PX and additional 13F-HR reports throughout the year.
What the Filing Says
The filing, dated October 23, 2026, includes information about the company's holdings as of September 30, 2026. However, specific details regarding the assets or investment strategies were not disclosed in the filing.
Impact
This filing may affect various stakeholders, including investors, clients, and regulatory bodies. Investors can gain insights into Holos Integrated Wealth's investment approach, while clients may evaluate how their assets are being managed. Regulatory bodies monitor these filings to ensure compliance with financial regulations.
What's Next
The filing does not say what happens next.
Company Details
Holos Integrated Wealth LLC is registered with the SEC under the Central Index Key (CIK) number 0002080096. The firm is incorporated in Pennsylvania and has a fiscal year that ends on December 31. The company's Employer Identification Number (EIN) is 810885394.
Filing Specifics
The 13F-HR filing submitted by Holos Integrated Wealth LLC was accepted on October 23, 2026, at 14:27:35. This report covers the period ending September 30, 2026, and is part of the firm's ongoing compliance with SEC regulations for institutional investment managers.
Document Availability
The filing consists of two main documents: the primary 13F-HR report and an information table detailing the company's holdings. The primary document is available in both HTML and XML formats, allowing for easy access and review by interested parties.
Contact Information
Holos Integrated Wealth LLC is located at 224 East Street Rd, Office B2AB, Kennett Square, PA 19348. For inquiries, the firm can be reached at the phone number 610-639-9843.
Missing Information
The filing does not provide specific details about the investment holdings or strategies employed by Holos Integrated Wealth LLC, nor does it disclose any changes in management or significant events that may have impacted the firm during the reporting period.