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 51–100 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RSSB | TIDAL TRUST II | 1.2M | $1M+ | SH |
| GOOG | ALPHABET INC | 106K | $1M+ | SH |
| SPEM | SPDR EMERGING | 707K | $1M+ | SH |
| MEAR | ISHARES U S ETF TR | 652K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 457K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 618K | $1M+ | SH |
| MTUM | ISHARES MSCI | 123K | $1M+ | SH |
| DFUV | DIMENSIONAL US | 658K | $1M+ | SH |
| BKAG | BNY MELLON | 716K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY | 60K | $1M+ | SH |
| META | META PLATFORMS | 45K | $1M+ | SH |
| LLY | ELI LILLY | 27K | $1M+ | SH |
| MUB | ISHARES NATIONAL | 273K | $1M+ | SH |
| ITOT | ISHARES CORE | 196K | $1M+ | SH |
| IAU | ISHARES GOLD | 355K | $1M+ | SH |
| AVGO | BROADCOM INC | 83K | $1M+ | SH |
| VUG | VANGUARD GROWTH | 58K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 552K | $1M+ | SH |
| PYLD | PIMCO ENHANCED | 1.0M | $1M+ | SH |
| MBB | ISHARES MBS | 285K | $1M+ | SH |
| EMXC | ISHARES MSCI | 371K | $1M+ | SH |
| USMV | ISHARES MSCI | 282K | $1M+ | SH |
| BAI | ISHARES A I | 777K | $1M+ | SH |
| IBTH | ISHARES IBONDS | 1.2M | $1M+ | SH |
| VYM | VANGUARD HIGH | 177K | $1M+ | SH |
| DCOR | DIMENSIONAL US | 339K | $1M+ | SH |
| V | VISA INC | 71K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 925K | $1M+ | SH |
| WMT | WALMART INC | 219K | $1M+ | SH |
| DISV | DIMENSIONAL INTL | 635K | $1M+ | SH |
| IVW | ISHARES S&P | 191K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES | 127K | $1M+ | SH |
| BIL | STATE STREET | 246K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 76K | $1M+ | SH |
| DFIC | DIMENSIONAL INTL | 639K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 367K | $1M+ | SH |
| IUSG | ISHARES S&P | 127K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 413K | $1M+ | SH |
| EFV | ISHARES MSCI | 293K | $1M+ | SH |
| IXUS | ISHARES CORE | 242K | $1M+ | SH |
| IJR | ISHARES CORE | 169K | $1M+ | SH |
| DIA | SPDR DOW | 42K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 350K | $1M+ | SH |
| IYW | ISHARES TECHNOLOGY | 100K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 519K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 512K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 359K | $1M+ | SH |
| XOM | EXXON MOBIL | 162K | $1M+ | SH |
| VEA | VANGUARD FTSE | 305K | $1M+ | SH |
| AGG | ISHARES CORE | 191K | $1M+ | SH |