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Integrated Wealth Concepts LLC

All holdings · as of Dec 31, 2025

1,598 positions

CompanyClassValueShares% of portfolio
TIDAL TRUST II$33.53M1,192,5110.4%
Alphabet Inc.$33.34M106,2620.4%
SPDR EMERGING$33.11M707,3660.4%
ISHARES U S ETF TR$32.82M652,1990.4%
FIRST TR EXCHANGE TRADED FD$31.76M457,1520.4%
J P MORGAN EXCHANGE TRADED F$31.21M617,9350.4%
iShares MSCI UAE ETF$30.67M122,5280.4%
DIMENSIONAL US$30.66M658,1130.4%
BNY MELLON$30.36M716,2090.4%
Warren E. Buffett$30.12M59,9290.4%
Meta Platforms Inc$30.03M45,4930.4%
ELI LILLY & Co$29.32M27,2830.3%
ISHARES NATIONAL$29.21M272,6660.3%
iShares MSCI UAE ETF$29.18M196,2190.3%
ISHARES GOLD$28.78M354,5230.3%
Broadcom Inc.$28.72M82,9720.3%
VANGUARD GROWTH$28.54M58,4980.3%
J P MORGAN EXCHANGE TRADED F$27.91M551,7010.3%
PIMCO ENHANCED$27.31M1,023,4980.3%
ISHARES MBS$27.11M284,7580.3%
ISHARES MSCI$26.94M370,6700.3%
iShares MSCI UAE ETF$26.60M282,4830.3%
ISHARES A I$25.89M777,4410.3%
ISHARES IBONDS$25.86M1,150,9900.3%
VANGUARD HIGH$25.38M176,8330.3%
DIMENSIONAL US$24.97M339,1180.3%
Visa Inc$24.77M70,6420.3%
SPDR SERIES TRUST$24.49M925,2750.3%
Walmart Inc.$24.41M219,1350.3%
DIMENSIONAL INTL$24.14M635,3400.3%
ISHARES S&P$23.53M190,8610.3%
Palantir Technologies Inc$22.64M127,3920.3%
STATE STREET$22.48M246,0220.3%
VANGUARD INDEX FDS$22.13M76,2690.3%
DIMENSIONAL INTL$22.03M639,3840.3%
INVESCO EXCHANGE TRADED FD T$21.77M367,3060.3%
ISHARES S&P$21.34M127,0670.3%
J P MORGAN EXCHANGE TRADED F$21.03M412,8460.2%
ISHARES MSCI$20.93M293,0540.2%
iShares MSCI UAE ETF$20.50M242,2540.2%
ISHARES CORE$20.35M169,3460.2%
SPDR DOW$20.19M42,0090.2%
J P MORGAN EXCHANGE TRADED F$20.06M350,4700.2%
ISHARES TECHNOLOGY$19.96M99,9550.2%
FIRST TR EXCHANGE-TRADED FD$19.87M518,5160.2%
BLACKROCK ETF TRUST$19.74M511,9640.2%
SELECT SECTOR SPDR TR$19.64M358,5430.2%
EXXON MOBIL CORP$19.47M161,7710.2%
VANGUARD FTSE$19.07M305,2930.2%
ISHARES CORE$19.06M190,8110.2%
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