CIK 1737109
Integrated Wealth Concepts LLC
Institutional 13F holdings & portfolio
Holdings
1,599
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 751–800 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CMF | ISHARES CALIFORNIA | 18K | $1M+ | SH |
| DDOG | DATADOG INC | 8K | $1M+ | SH |
| BSMU | INVESCO BULLETSHARES | 48K | $1M+ | SH |
| GTLB | GITLAB INC | 28K | $1M+ | SH |
| LYFT | LYFT INC | 54K | $1M+ | SH |
| IWS | ISHARES RUSS | 7K | $1M+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 3K | $1M+ | SH |
| ARKK | ARK INNOVATION | 13K | $1M+ | SH |
| FLCA | FRANKLIN FTSE | 21K | $1M+ | SH |
| EWZ | ISHARES MSCI | 32K | $1M+ | SH |
| PRU | PRUDENTIAL FINANCIAL | 9K | $1M+ | SH |
| FISV | FISERV INC | 15K | $1M+ | SH |
| SYY | SYSCO CORP | 14K | $1M+ | SH |
| DIVO | AMPLIFY CWP | 23K | $1M+ | SH |
| JBHT | HUNT JB | 5K | $1M+ | SH |
| JHI | HANCOCK JOHN INVT TR II | 74K | $1M+ | SH |
| FETH | FIDELITY ETHEREUM FD | 34K | $1M+ | SH |
| GVI | ISHARES INTERMEDIATE | 9K | $1M+ | SH |
| EXG | EATON VANCE | 106K | $1M+ | SH |
| LVS | LAS VEGAS SANDS | 15K | $1M+ | SH |
| GJUN | FIRST TR EXCHNG TRADED FD VI | 25K | $1M+ | SH |
| VOOG | VANGUARD S&P | 2K | $1M+ | SH |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT | 66K | $1M+ | SH |
| CGNG | CAPITAL GROUP | 31K | $1M+ | SH |
| WELL | WELLTOWER INC | 5K | $500K+ | SH |
| FT | FRANKLIN UNVL TR | 125K | $500K+ | SH |
| ARES | ARES MANAGEMENT | 6K | $500K+ | SH |
| HPQ | HP INC | 44K | $500K+ | SH |
| VGK | VANGUARD FTSE | 12K | $500K+ | SH |
| VXF | VANGUARD EXTENDED | 5K | $500K+ | SH |
| VRP | INVESCO VARIABLE | 40K | $500K+ | SH |
| ICVT | ISHARES CONV | 10K | $500K+ | SH |
| MCHI | ISHARES MSCI | 16K | $500K+ | SH |
| TIP | ISHARES TIPS | 9K | $500K+ | SH |
| NEA | NUVEEN AMT | 83K | $500K+ | SH |
| FSK | FS KKR | 65K | $500K+ | SH |
| HEFA | ISHARES CURRENCY | 23K | $500K+ | SH |
| CCJ | CAMECO CORP | 11K | $500K+ | SH |
| SKYY | FIRST TRUST | 7K | $500K+ | SH |
| SDY | STATE STREET | 7K | $500K+ | SH |
| ITW | ILLINOIS TOOL | 4K | $500K+ | SH |
| TROW | PRICE T ROWE GROUP INC | 9K | $500K+ | SH |
| XSOE | WISDOMTREE EMERGING | 25K | $500K+ | SH |
| BDYN | ISHARES DYNAMIC | 37K | $500K+ | SH |
| ALK | ALASKA AIR | 19K | $500K+ | SH |
| NBIX | NEUROCRINE BIOSCIENCES | 7K | $500K+ | SH |
| CGCV | CAPITAL GROUP | 31K | $500K+ | SH |
| NBBK | NB BANCORP | 48K | $500K+ | SH |
| AAL | AMERICAN AIRLINES | 61K | $500K+ | SH |
| EEMS | ISHARES MSCI | 14K | $500K+ | SH |