Institutions / Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC
CIK 1737109 · Institution · as of Dec 31, 2025
Portfolio value
$8.42B
Positions
1,598
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,598 →
| Company | Value | % of portfolio |
|---|---|---|
| BNY Mellon | $316.85M | 3.8% |
| Aptus Collared | $265.67M | 3.2% |
| iShares Core | $183.17M | 2.2% |
| Aptus Defined | $169.91M | 2.0% |
| Apple Inc. | $152.85M | 1.8% |
| JPMorgan Betabuilders | $145.74M | 1.7% |
| NVIDIA Corp | $113.32M | 1.3% |
| Microsoft Corp | $105.80M | 1.3% |
| iShares MSCI UAE ETF | $104.20M | 1.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $103.36M | 1.2% |
| Goldman Sachs | $103.04M | 1.2% |
| Dimensional US | $101.30M | 1.2% |
| SPDR Series Trust | $90.67M | 1.1% |
| Vanguard Total | $85.48M | 1.0% |
| Schwab Strategic Tr | $84.82M | 1.0% |
| SPDR Series Trust | $84.40M | 1.0% |
| Aptus Large | $78.06M | 0.9% |
| Aptus Intl | $77.01M | 0.9% |
| Invesco Qqq | $75.45M | 0.9% |
| ETF Ser Solutions | $73.40M | 0.9% |
| Invesco Exch Traded Fd Tr II | $72.91M | 0.9% |
| SPDR S&P | $71.92M | 0.9% |
| SPDR Series Trust | $69.34M | 0.8% |
| Amazon.com Inc | $66.08M | 0.8% |
| Capital Group | $58.38M | 0.7% |
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.