INTEGRATED WEALTHCARE, LLC: 13F holdings
CIK 19621052026Q2
| Positions | 29 |
|---|
| Reported value | $133.9m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 29 (+1 vs prior quarter) |
|---|
| Reported value | $133.9m (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 297,818 | $25.7m | 19.2% |
| VEA VANGUARD TAX-MANAGED FDS | 272,829 | $19.4m | 14.5% |
| HMOP HARTFORD FDS EXCHANGE TRADED | 253,027 | $9.9m | 7.4% |
| AVEM AMERICAN CENTY ETF TR | 101,130 | $9.8m | 7.3% |
| VTV VANGUARD INDEX FDS | 42,137 | $9.2m | 6.9% |
| FBND FIDELITY MERRIMACK STR TR | 191,937 | $8.7m | 6.5% |
| IJH ISHARES TR | 100,578 | $7.8m | 5.8% |
| VTI VANGUARD INDEX FDS | 19,280 | $7.1m | 5.3% |
| VXUS VANGUARD STAR FDS | 68,474 | $5.9m | 4.4% |
| CGSM CAPITAL GRP FIXED INCM ETF T | 199,147 | $5.3m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1962105")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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