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 151–200 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| C | CITIGROUP INC | 92K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 115K | $1M+ | SH |
| IUSV | ISHARES CORE | 104K | $1M+ | SH |
| SPTI | SPDR SERIES TRUST | 357K | $1M+ | SH |
| CGMS | CAPITAL GROUP | 371K | $1M+ | SH |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 285K | $1M+ | SH |
| IAGG | ISHARES CORE | 204K | $1M+ | SH |
| HIMU | BLACKROCK ETF TRUST II | 209K | $1M+ | SH |
| BAC | BANK AMERICA | 184K | $1M+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 158K | $1M+ | SH |
| JUCY | APTUS ENHANCED | 446K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 360K | $1M+ | SH |
| IBMO | ISHARES IBONDS | 377K | $1M+ | SH |
| IEV | ISHARES EUROPE | 141K | $1M+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 363K | $1M+ | SH |
| IWD | ISHARES RUSSELL | 45K | $1M+ | SH |
| HD | HOME DEPOT | 28K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 41K | $1M+ | SH |
| CRWD | CROWDSTRIKE HOLDINGS | 20K | $1M+ | SH |
| DFNM | DIMENSIONAL NATIONAL | 191K | $1M+ | SH |
| GE | GE AEROSPACE | 30K | $1M+ | SH |
| IEF | ISHARES 7-10YR | 94K | $1M+ | SH |
| SLV | ISHARES SILVER | 140K | $1M+ | SH |
| DGCB | DIMENSIONAL GLOBAL | 166K | $1M+ | SH |
| AVUV | AVANTIS U S | 88K | $1M+ | SH |
| VTIP | VANGUARD SHORT | 182K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 218K | $1M+ | SH |
| VLUE | ISHARES MSCI | 66K | $1M+ | SH |
| DFEM | DIMENSIONAL EMERGING | 268K | $1M+ | SH |
| TBIL | RBB FD INC | 178K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 30K | $1M+ | SH |
| AMT | AMERICAN TOWER | 49K | $1M+ | SH |
| FANG | DIAMONDBACK ENERGY | 57K | $1M+ | SH |
| VCIT | VANGUARD INTERMEDIATE | 102K | $1M+ | SH |
| IJS | ISHARES S&P | 73K | $1M+ | SH |
| APH | AMPHENOL CORP | 61K | $1M+ | SH |
| DVY | ISHARES SELECT | 58K | $1M+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 166K | $1M+ | SH |
| IOT | SAMSARA INC | 228K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 52K | $1M+ | SH |
| EYLD | CAMBRIA EMERGING | 210K | $1M+ | SH |
| YLD | PRINCIPAL EXCHANGE TRADED FD | 420K | $1M+ | SH |
| PTRB | PGIM ETF TR | 189K | $1M+ | SH |
| CGDG | CAPITAL GROUP | 222K | $1M+ | SH |
| CPRT | COPART INC | 201K | $1M+ | SH |
| RTX | RTX CORP | 43K | $1M+ | SH |
| ABBV | ABBVIE INC | 34K | $1M+ | SH |
| ITA | ISHARES AEROSPACE | 36K | $1M+ | SH |
| NFLX | NETFLIX INC | 83K | $1M+ | SH |
| IWF | ISHARES RUSSELL | 16K | $1M+ | SH |