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 201–250 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BR | BROADRIDGE FINANCIAL | 35K | $1M+ | SH |
| IEI | ISHARES 3-7YR | 65K | $1M+ | SH |
| SCZ | ISHARES MSCI | 99K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 21K | $1M+ | SH |
| RSST | TIDAL TRUST II | 269K | $1M+ | SH |
| MA | MASTERCARD INC | 13K | $1M+ | SH |
| IGLB | ISHARES 10 | 150K | $1M+ | SH |
| CFO | VICTORYSHARES US | 103K | $1M+ | SH |
| IBHF | ISHARES IBONDS | 327K | $1M+ | SH |
| CHE | CHEMED CORP | 18K | $1M+ | SH |
| TLH | ISHARES 10-20YR | 74K | $1M+ | SH |
| RSBT | TIDAL TRUST II | 419K | $1M+ | SH |
| CVX | CHEVRON CORP | 49K | $1M+ | SH |
| CAT | CATERPILLAR INC | 13K | $1M+ | SH |
| VONV | VANGUARD RUSSELL | 79K | $1M+ | SH |
| SLYG | SPDR SERIES TRUST | 76K | $1M+ | SH |
| LMT | LOCKHEED MARTIN | 15K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND | 32K | $1M+ | SH |
| IOO | ISHARES GLOBAL | 56K | $1M+ | SH |
| CDC | VICTORYSHARES U S | 107K | $1M+ | SH |
| USTB | VICTORY PORTFOLIOS II | 139K | $1M+ | SH |
| CSHI | NEOS ETF TRUST | 142K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 59K | $1M+ | SH |
| CGBL | CAPITAL GROUP | 195K | $1M+ | SH |
| PULS | PGIM ETF TR | 139K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 273K | $1M+ | SH |
| GJUL | FIRST TR EXCHNG TRADED FD VI | 166K | $1M+ | SH |
| EMB | ISHARES JPMORGAN | 71K | $1M+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 30K | $1M+ | SH |
| CSCO | CISCO SYS INC | 88K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 43K | $1M+ | SH |
| XBIL | U S TREASURY | 134K | $1M+ | SH |
| FELG | FIDELITY ENHANCED | 160K | $1M+ | SH |
| PFE | PFIZER INC | 264K | $1M+ | SH |
| GSIE | GOLDMAN SACHS | 152K | $1M+ | SH |
| FRDM | EA SERIES TRUST | 127K | $1M+ | SH |
| IWL | ISHARES RUSSELL | 38K | $1M+ | SH |
| CGUS | CAPITAL GROUP | 161K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 139K | $1M+ | SH |
| XAR | SPDR SERIES TRUST | 26K | $1M+ | SH |
| GS | GOLDMAN SACHS | 7K | $1M+ | SH |
| MRK | MERCK & CO INC | 60K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 44K | $1M+ | SH |
| BOND | PIMCO ACTIVE | 67K | $1M+ | SH |
| MCD | MCDONALDS CORP | 20K | $1M+ | SH |
| CGGR | CAPITAL GROUP | 136K | $1M+ | SH |
| GEV | GE VERNOVA | 9K | $1M+ | SH |
| TCAF | T ROWE | 158K | $1M+ | SH |
| JBND | JPMORGAN ACTIVE | 112K | $1M+ | SH |
| GOVI | INVESCO EQUAL | 219K | $1M+ | SH |