Integrated Wealth Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR SERIES TRUST | $4.21M | 4.7% |
| VANGUARD INDEX FDS | $4.05M | 4.6% |
| AIM ETF PRODUCTS TRUST | $3.62M | 4.1% |
| AIM ETF PRODUCTS TRUST | $3.15M | 3.5% |
| AIM ETF PRODUCTS TRUST | $2.99M | 3.4% |
| AIM ETF PRODUCTS TRUST | $2.69M | 3.0% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $2.41M | 2.7% |
| ELEVATION SERIES TRUST | $2.34M | 2.6% |
| VANGUARD INDEX FDS | $2.22M | 2.5% |
| ISHARES TR | $2.17M | 2.4% |
| iShares MSCI UAE ETF | $2.12M | 2.4% |
| First Trust Exchange-Traded Fund VIII | $2.10M | 2.4% |
| PIMCO ETF TR | $2.09M | 2.4% |
| Apple Inc. | $2.06M | 2.3% |
| ISHARES TR | $2.00M | 2.2% |
| SPDR SERIES TRUST | $1.93M | 2.2% |
| ISHARES INC | $1.76M | 2.0% |
| AIM ETF PRODUCTS TRUST | $1.66M | 1.9% |
| ISHARES TR | $1.62M | 1.8% |
| NVIDIA Corp | $1.62M | 1.8% |
| EXXON MOBIL CORP | $1.49M | 1.7% |
| AIM ETF PRODUCTS TRUST | $1.31M | 1.5% |
| AIM ETF PRODUCTS TRUST | $1.31M | 1.5% |
| SIMPLIFY EXCHANGE TRADED FUN | $1.30M | 1.5% |
| ELEVATION SERIES TRUST | $1.24M | 1.4% |
| MICROSOFT CORP | $1.04M | 1.2% |
| INNOVATOR ETFS TRUST | $1.04M | 1.2% |
| ISHARES TR | $1.02M | 1.1% |
| AIM ETF PRODUCTS TRUST | $1.00M | 1.1% |
| ELEVATION SERIES TRUST | $978.3K | 1.1% |
| iShares MSCI UAE ETF | $943.7K | 1.1% |
| SCHWAB STRATEGIC TR | $933.3K | 1.0% |
| BLACKROCK ETF TRUST | $931.8K | 1.0% |
| ISHARES TR | $915.8K | 1.0% |
| WORLD GOLD TR | $835.2K | 0.9% |
| BLACKROCK ETF TRUST | $799.9K | 0.9% |
| VANGUARD TAX-MANAGED FDS | $785.7K | 0.9% |
| Amazon.com Inc | $760.6K | 0.9% |
| VANGUARD INDEX FDS | $754.3K | 0.8% |
| J P MORGAN EXCHANGE TRADED F | $739.1K | 0.8% |
| Alphabet Inc. | $691.7K | 0.8% |
| ELEVATION SERIES TRUST | $689.7K | 0.8% |
| INNOVATOR ETFS TRUST | $658.3K | 0.7% |
| AIM ETF PRODUCTS TRUST | $620.1K | 0.7% |
| VANGUARD INDEX FDS | $612.2K | 0.7% |
| VANGUARD INDEX FDS | $571.0K | 0.6% |
| iShares MSCI UAE ETF | $546.9K | 0.6% |
| ISHARES TR | $541.5K | 0.6% |
| ELEVATION SERIES TRUST | $531.2K | 0.6% |
| SCHWAB STRATEGIC TR | $523.0K | 0.6% |