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 251–300 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BPRE | BLUEROCK PRIVATE | 402K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 104K | $1M+ | SH |
| PEP | PEPSICO INC | 42K | $1M+ | SH |
| MAIN | MAIN STR CAP CORP | 99K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 64K | $1M+ | SH |
| JMTG | J P MORGAN EXCHANGE TRADED F | 114K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 196K | $1M+ | SH |
| AXP | AMERICAN EXPRESS | 16K | $1M+ | SH |
| KO | COCA COLA CO | 83K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 48K | $1M+ | SH |
| IBDR | ISHARES IBONDS | 237K | $1M+ | SH |
| VFH | VANGUARD FINANCIALS | 42K | $1M+ | SH |
| HYMB | SPDR SERIES TRUST | 227K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 192K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 107K | $1M+ | SH |
| ZM | ZOOM COMMUNICATIONS | 64K | $1M+ | SH |
| EFIV | STATE STREET | 84K | $1M+ | SH |
| IBDT | ISHARES IBONDS | 216K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 122K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 233K | $1M+ | SH |
| UITB | VICTORYSHARES CORE | 114K | $1M+ | SH |
| ADM | ARCHER DANIELS | 94K | $1M+ | SH |
| CYBR | CYBERARK SOFTWARE LTD | 12K | $1M+ | SH |
| AMD | ADVANCED MICRO | 25K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 147K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP | 16K | $1M+ | SH |
| WPM | WHEATON PRECIOUS | 45K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 18K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 155K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS | 129K | $1M+ | SH |
| IBIT | ISHARES BITCOIN | 105K | $1M+ | SH |
| SUSL | ISHARES TR | 43K | $1M+ | SH |
| IBMP | ISHARES IBONDS | 204K | $1M+ | SH |
| B | BARRICK MINING | 119K | $1M+ | SH |
| PANW | PALO ALTO | 28K | $1M+ | SH |
| GSUS | GOLDMAN SACHS | 54K | $1M+ | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 222K | $1M+ | SH |
| BA | BOEING COMPANY | 24K | $1M+ | SH |
| AMGN | AMGEN INC | 15K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 86K | $1M+ | SH |
| BUFD | FIRST TRUST | 177K | $1M+ | SH |
| SHV | ISHARES 0-1 | 45K | $1M+ | SH |
| SCHF | SCHWAB INTL | 206K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 105K | $1M+ | SH |
| IBDS | ISHARES IBONDS | 202K | $1M+ | SH |
| UTHR | UNITED THERAPEUTICS | 10K | $1M+ | SH |
| IDEV | ISHARES CORE | 58K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES | 58K | $1M+ | SH |
| JIRE | JPMORGAN | 62K | $1M+ | SH |
| DJD | INVESCO DOW | 82K | $1M+ | SH |