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Lumentum Hldgs shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Lumentum Hldgs (LITE) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Lumentum Hldgs

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All positions including Lumentum Hldgs held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lumentum Hldgs by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $13k 18 698.89

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First Trust Laddered Buffer ETF Etf (BUFR)
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Fidelity Total Bond Etf (FBND)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Fidelity Limited Term Bond Etf (FLTB)
Legacy Ed Stock (LGCY)
Vanguard High Yield ETF Etf (VGHY)
Vanguard Mid Cap Etf (VO)
Fidelity Enhanced Small Cap Etf (FESM)
Schwab US Dividend Equity Etf (SCHD)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Lumentum Hldgs

BlackRock
Susquehanna International
Jane Street
Vanguard Capital Management
Vanguard Portfolio Management
Jpmorgan Chase & Co
FMR
Invesco
State Street Corporation
Citadel Advisors
Geode Capital Management
D. E. Shaw & Co
Jupiter Topco
UBS Group
Arrowstreet Capital, Limited Partnership

View all funds holding Lumentum Hldgs