Holos Integrated Wealth LLC

Position in UPST — Upstart Holdings, Inc.

CIK 2080096 KENNETT SQUARE, PA

Position in UPST

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$72,312

+$19,961 QoQ

Shares Held

2,041

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#253

of 364 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Holos Integrated Wealth LLC holds $548,405 across 5 Credit Services names. UPST ranks #2 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	1,260	$432,293
2	UPST	Upstart Holdings, Inc. This page	2,041	$72,312
3	AFRM	Affirm Holdings, Inc.	259	$21,121
4	SOFI	SoFi Technologies, Inc.	1,000	$17,930
5	PYPL	PayPal Holdings, Inc.	110	$4,749

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,312	2,041	0.0%	Shares	Sole	2026-07-15
2026-03-31	$52,351	2,041	0.0%	Shares	Sole	2026-04-08
2025-12-31	$89,252	2,041	—	Shares	Sole	2026-01-05
No filing history on record for this holder in this stock.