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 1501–1550 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ETHA | ISHARES ETHEREUM | 9K | $100K–$500K | SH |
| BAM | BROOKFIELD ASSET | 4K | $100K–$500K | SH |
| SCHK | SCHWAB STRATEGIC | 6K | $100K–$500K | SH |
| CRVL | CORVEL CORP | 3K | $100K–$500K | SH |
| JOBY | JOBY AVIATION | 16K | $100K–$500K | SH |
| XME | STATE STREET | 2K | $100K–$500K | SH |
| SII | SPROTT INC | 2K | $100K–$500K | SH |
| ITT | ITT INC | 1K | $100K–$500K | SH |
| JKHY | JACK HENRY | 1K | $100K–$500K | SH |
| FNB | F N B CORP | 12K | $100K–$500K | SH |
| FSSL | FS SPECIALTY | 15K | $100K–$500K | SH |
| TUSI | TOUCHSTONE ETF TRUST | 8K | $100K–$500K | SH |
| HODL | VANECK BITCOIN ETF | 8K | $100K–$500K | SH |
| CNP | CENTERPOINT ENERGY | 5K | $100K–$500K | SH |
| BKH | BLACK HILLS | 3K | $100K–$500K | SH |
| SCHH | SCHWAB US | 10K | $100K–$500K | SH |
| ACV | VIRTUS DIVERSIFIED INCM & CO | 8K | $100K–$500K | SH |
| AYI | ACUITY INC | 568 | $100K–$500K | SH |
| XISE | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| TYL | TYLER TECHNOLOGIES | 449 | $100K–$500K | SH |
| KTF | DWS MUNICIPAL | 22K | $100K–$500K | SH |
| IJK | ISHARES S&P | 2K | $100K–$500K | SH |
| PSF | COHEN & STEERS SELECT PFD & | 10K | $100K–$500K | SH |
| CGIC | CAPITAL GROUP | 6K | $100K–$500K | SH |
| CHRW | C H ROBINSON | 1K | $100K–$500K | SH |
| RBRK | RUBRIK INC | 3K | $100K–$500K | SH |
| WDAY | WORKDAY INC | 941 | $100K–$500K | SH |
| CG | CARLYLE GROUP | 3K | $100K–$500K | SH |
| BLE | BLACKROCK MUNI | 19K | $100K–$500K | SH |
| TTD | THE TRADE DESK INC | 5K | $100K–$500K | SH |
| OBDC | BLUE OWL | 16K | $100K–$500K | SH |
| VGZ | VISTA GOLD CORP | 100K | $100K–$500K | SH |
| CHW | CALAMOS GLOBAL | 27K | $100K–$500K | SH |
| NMT | NUVEEN MASSACHUSETS QLT MUN | 17K | $100K–$500K | SH |
| VZLA | VIZSLA SILVER CORP | 36K | $100K–$500K | SH |
| SHC | SOTERA HEALTH CO | 11K | $100K–$500K | SH |
| NUVB | NUVATION BIO | 21K | $100K–$500K | SH |
| IIM | INVESCO VALUE | 15K | $100K–$500K | SH |
| FBIO | FORTRESS BIOTECH | 51K | $100K–$500K | SH |
| OWL | BLUE OWL | 12K | $100K–$500K | SH |
| BTZ | BLACKROCK CREDIT | 16K | $100K–$500K | SH |
| BOE | BLACKROCK ENHANCED | 15K | $100K–$500K | SH |
| CLSK | CLEANSPARK INC | 17K | $100K–$500K | SH |
| MPT | MEDICAL PROPERTIES | 34K | $100K–$500K | SH |
| FSEA | FIRST SEACOAST | 13K | $100K–$500K | SH |
| PK | PARK HOTELS | 15K | $100K–$500K | SH |
| DV | DOUBLEVERIFY HOLDINGS | 13K | $100K–$500K | SH |
| SOUN | SOUNDHOUND AI | 14K | $100K–$500K | SH |
| TEI | TEMPLETON EMERGING MKTS | 22K | $100K–$500K | SH |
| BIT | BLACKROCK MULTI SECTOR INC T | 11K | $100K–$500K | SH |