Integrated Wealth Concepts
$20.5B 13F equity value
5,915 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Integrated Wealth Concepts covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BKLC | BNY MELLON ETF TRUST | 4,874,815 | $699M | 3.4% |
| ACIO | ETF SER SOLUTIONS | 11,296,079 | $521M | 2.5% |
| AAPL | APPLE INC | 1,359,394 | $393M | 1.9% |
| IVV | ISHARES TR | 453,702 | $340M | 1.7% |
| DRSK | ETF SER SOLUTIONS | 11,609,060 | $334M | 1.6% |
| NVDA | NVIDIA CORPORATION | 1,596,301 | $319M | 1.6% |
| BBIN | J P MORGAN EXCHANGE TRADED F | 3,592,169 | $280M | 1.4% |
| DFAC | DIMENSIONAL ETF TRUST | 5,536,589 | $246M | 1.2% |
| SPYM | SPDR SERIES TRUST | 2,555,063 | $225M | 1.1% |
| VOO | VANGUARD INDEX FDS | 324,208 | $223M | 1.1% |
Track Integrated Wealth Concepts's 13F portfolio: $20.5B in reported holdings, 5,915 positions. Top holdings and quarterly changes on SentiSense.
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