Holos Integrated Wealth LLC

Position in V — Visa Inc.

CIK 2080096 KENNETT SQUARE, PA

Position in V

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

Position Value

$432,293

+$3,717 QoQ

Shares Held

1,260

-11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#3,630

of 4,491 holders

Holding Since

Dec 2024

7 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. V ranks #1 (78.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	1,260	$432,293
2	UPST	Upstart Holdings, Inc.	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

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$432,293	1,260	-11.1%	Shares	Sole	2026-07-15
2026-03-31	$428,576	1,418	0.0%	Shares	Sole	2026-04-08
2025-12-31	$497,306	1,418	-23.5%	Shares	Sole	2026-01-05
2025-09-30	$632,918	1,854	0.0%	Shares	Sole	2026-01-05
2025-06-30	$658,262	1,854	0.0%	Shares	Sole	2025-08-13
2025-03-31	$649,752	1,854	0.0%	Shares	Sole	2025-08-08
2024-12-31	$585,938	1,854	—	Shares	Sole	2025-08-08
No filing history on record for this holder in this stock.