Integrated Wealth Concepts
$12.5B Assets Reported
2,326 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BKLC | BNY MELLON | 2,889,746 | $361M | 2.9% |
| ACIO | APTUS COLLARED | 7,858,581 | $330M | 2.6% |
| AAPL | APPLE INC | 1,013,896 | $257M | 2.1% |
| IVV | ISHARES CORE | 357,617 | $234M | 1.9% |
| NVDA | NVIDIA CORP | 1,232,239 | $215M | 1.7% |
| DRSK | APTUS DEFINED | 7,394,435 | $202M | 1.6% |
| BBIN | JPMORGAN BETABUILDERS | 2,315,751 | $169M | 1.4% |
| QUAL | ISHARES MSCI | 785,050 | $151M | 1.2% |
| SPY | STATE STREET | 228,905 | $149M | 1.2% |
| MSFT | MICROSOFT CORP | 360,796 | $134M | 1.1% |
Track Integrated Wealth Concepts's 13F portfolio: $12.5B in reported holdings, 2,326 positions. Top holdings, AUM, and quarterly changes on SentiSense.