Institutions / Integrated Investment Consultants, LLC
Integrated Investment Consultants, LLC
CIK 1665337 · Institution · as of Dec 31, 2025
Portfolio value
$509.65M
Positions
262
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 262 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Russell 1000 Growth ETF | $36.28M | 7.1% |
| iShares Russell Mid-Cap Growth ETF | $24.74M | 4.9% |
| Uwm Holdings Corp | $23.41M | 4.6% |
| iShares Short Duration Bond Active ETF | $20.67M | 4.1% |
| iShares Russell 1000 Value ETF | $19.16M | 3.8% |
| iShares Core MSCI Eafe ETF | $17.66M | 3.5% |
| Schwab US Dividend Equity ETF | $16.11M | 3.2% |
| Vanguard Russell 1000 Growth ETF | $14.83M | 2.9% |
| Microsoft Corp | $12.56M | 2.5% |
| Vanguard S&P Small-Cap 600 Value ETF | $12.32M | 2.4% |
| Apple Inc. | $11.31M | 2.2% |
| Vanguard Ftse Developed Markets ETF | $11.09M | 2.2% |
| iShares Core S&P 500 ETF | $9.99M | 2.0% |
| iShares Morningstar Mid-Cap Growth ETF | $9.98M | 2.0% |
| State Street SPDR Portfolio Emerging Markets ETF | $8.86M | 1.7% |
| Schwab U.S. Large-Cap Growth ETF | $8.37M | 1.6% |
| iShares Core Dividend Growth ETF | $7.74M | 1.5% |
| iShares Russell 2000 Value ETF | $6.79M | 1.3% |
| Alphabet Inc. | $6.77M | 1.3% |
| Vanguard Value ETF | $6.50M | 1.3% |
| Invesco Qqq Trust Series I | $6.26M | 1.2% |
| JPMORGAN CHASE & CO | $5.93M | 1.2% |
| Vanguard S&P 500 ETF | $5.28M | 1.0% |
| Vanguard Russell 1000 Value ETF | $5.25M | 1.0% |
| Champion Homes Inc | $5.19M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.