Holos Integrated Wealth LLC
Holos Integrated Wealth LLC is an independent investment advisory firm headquartered in Kennett Square, Pennsylvania. Founded in 2015 by Dave Matulewicz, the firm is registered with the SEC and provides wealth management, financial planning, and investment advisory services primarily to individuals. The team focuses on personalized strategies to meet clients' broader financial goals.
Investment Strategy
Holos Integrated Wealth LLC offers tailored investment strategies focused on comprehensive financial planning and wealth management for individuals. The firm prioritizes long-term client relationships, risk-adjusted portfolio construction, and a holistic approach that integrates portfolio management with other financial and insurance planning. Investment recommendations are made in accordance with each client's financial objectives, risk tolerance, and time horizon, with an emphasis on meeting broader life and financial goals. The firm's representatives may also provide access to insurance products as part of an integrated solution.
Top Holdings
Equity Positions (307)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BUFR | First Trust Laddered Buffer ETF | 11.37% | $18.9M | 581,708 | $30.46 | $31.80 | +$1.8M |
B BUFF | Innovator Laddered Allocation Power Buffer | 8.88% | $14.8M | 308,564 | $44.99 | $47.00 | +$1.9M |
U UCON | First Trust TCW Unconstrained PLUS Bond | 7.94% | $13.2M | 529,816 | $24.65 | $24.89 | -$64.5K |
L LGCY | LEGACY ED INC COM | 6.56% | $10.9M | 1,003,353 | $7.51 | $11.18 | +$3.6M |
V VO | Vanguard Mid Cap | 4.76% | $7.9M | 27,920 | $264.21 | $279.83 | +$733.6K |