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 101–150 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | 73K | $1M+ | SH |
| DGRO | ISHARES CORE | 266K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 520K | $1M+ | SH |
| STIP | ISHARES 0-5 | 165K | $1M+ | SH |
| USMC | PRINCIPAL EXCHANGE TRADED FD | 242K | $1M+ | SH |
| EFG | ISHARES MSCI | 143K | $1M+ | SH |
| GLD | SPDR GOLD | 41K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 215K | $1M+ | SH |
| IWB | ISHARES RUSSELL | 43K | $1M+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 322K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 282K | $1M+ | SH |
| BILS | STATE STREET | 159K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 80K | $1M+ | SH |
| OMFL | INVESCO RUSSELL | 249K | $1M+ | SH |
| DFGP | DIMENSIONAL GLOBAL | 281K | $1M+ | SH |
| IVLU | ISHARES MSCI | 397K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 322K | $1M+ | SH |
| LRGF | ISHARES TR | 213K | $1M+ | SH |
| DUHP | DIMENSIONAL US | 386K | $1M+ | SH |
| PG | PROCTER & GAMBLE | 101K | $1M+ | SH |
| LGOV | FIRST TR EXCHANGE-TRADED FD | 655K | $1M+ | SH |
| SPYC | SIMPLIFY EXCHANGE TRADED FUN | 324K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 235K | $1M+ | SH |
| ESGU | ISHARES ESG | 91K | $1M+ | SH |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 381K | $1M+ | SH |
| IVE | ISHARES S&P | 63K | $1M+ | SH |
| DFIV | DIMENSIONAL INTL | 265K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 42K | $1M+ | SH |
| IBTI | ISHARES IBONDS | 588K | $1M+ | SH |
| HELO | JPMORGAN HEDGED | 198K | $1M+ | SH |
| DFCF | DIMENSIONAL CORE | 305K | $1M+ | SH |
| DFSD | DIMENSIONAL SHORT | 268K | $1M+ | SH |
| IWM | ISHARES RUSSELL | 52K | $1M+ | SH |
| VGT | VANGUARD INFORMATION | 17K | $1M+ | SH |
| AUSM | ALLSPRING EXCHANGE TRADED FU | 500K | $1M+ | SH |
| GOVT | ISHARES U S | 540K | $1M+ | SH |
| JHMM | JOHN HANCOCK | 186K | $1M+ | SH |
| IXN | ISHARES GLOBAL | 116K | $1M+ | SH |
| COST | COSTCO WHOLESALE | 14K | $1M+ | SH |
| SHY | ISHARES 1-3YR | 145K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 58K | $1M+ | SH |
| CGGO | CAPITAL GROUP | 346K | $1M+ | SH |
| EMCB | WISDOMTREE TR | 179K | $1M+ | SH |
| PMBS | PIMCO ETF TR | 239K | $1M+ | SH |
| BBUS | JPMORGAN BETABUILDERS | 94K | $1M+ | SH |
| SHLD | GLOBAL X | 177K | $1M+ | SH |
| NOW | SERVICENOW INC | 74K | $1M+ | SH |
| DFAX | DIMENSIONAL WORLD | 338K | $1M+ | SH |
| PWR | QUANTA SERVICES | 26K | $1M+ | SH |
| ORCL | ORACLE CORP | 56K | $1M+ | SH |