Integrated Wealth Management: 13F holdings
CIK 21131552026Q2
| Positions | 91 |
|---|---|
| Reported value | $94.7m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 91,906 | $8.1m | 8.5% |
| AIM ETF PRODUCTS TRUST | 181,878 | $6.3m | 6.7% |
| AIM ETF PRODUCTS TRUST | 134,707 | $4.6m | 4.9% |
| ELEVATION SERIES TRUST | 157,722 | $4.4m | 4.6% |
| VUG VANGUARD INDEX FDS | 47,401 | $4.1m | 4.3% |
| AIM ETF PRODUCTS TRUST | 108,476 | $3.3m | 3.5% |
| PIMCO ETF TR | 28,416 | $2.9m | 3.0% |
| DYNF BLACKROCK ETF TRUST | 36,281 | $2.5m | 2.6% |
| VTV VANGUARD INDEX FDS | 10,691 | $2.3m | 2.5% |
| AAPL APPLE INC | 7,874 | $2.3m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2113155")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.