Integrated Wealth Concepts LLC: 13F holdings
CIK 17371092026Q2
| Positions | 5,912 |
|---|---|
| Reported value | $20.5bn |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BKLC BNY MELLON ETF TRUST | 4,874,815 | $699.0m | 3.4% |
| ETF SER SOLUTIONS | 11,296,079 | $521.2m | 2.5% |
| AAPL APPLE INC | 1,359,394 | $393.4m | 1.9% |
| IVV ISHARES TR | 453,702 | $339.8m | 1.7% |
| ETF SER SOLUTIONS | 11,609,060 | $333.8m | 1.6% |
| NVDA NVIDIA CORPORATION | 1,596,301 | $319.4m | 1.6% |
| BBIN J P MORGAN EXCHANGE TRADED F | 3,592,169 | $280.5m | 1.4% |
| DIMENSIONAL ETF TRUST | 5,536,589 | $245.6m | 1.2% |
| SPYM SPDR SERIES TRUST | 2,555,063 | $224.5m | 1.1% |
| VOO VANGUARD INDEX FDS | 324,208 | $222.7m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1737109")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.