Integrated Investment Consultants, LLC
CIK 1665337
13F filing for Q2 2026・No. 3,862
- Holdings
- US$507.79M
- Quarter change
- +US$36.56M
- Entries
- 637
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
269 stocks worth US$507.62M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IWFISHARES RUSSELL 1000 GROWTH ETFETF | — | 260,027 | US$32.29M | 6.36% |
| ISHARES RUSSELL MID-CAP GROWTH ETFETF | — | 171,138 | US$25.06M | 4.94% |
| ISHARES SHORT DURATION BOND ACTIVE ETFETF | — | 439,042 | US$21.72M | 4.28% |
| ISHARES RUSSELL 1000 VALUE ETFETF | — | 84,176 | US$20.41M | 4.02% |
| ISHARES CORE MSCI EAFE ETFETF | — | 209,546 | US$19.5M | 3.84% |
| SCHWAB US DIVIDEND EQUITY ETFETF | — | 597,717 | US$18.95M | 3.73% |
| VANGUARD RUSSELL 1000 GROWTH ETFETF | — | 141,500 | US$17.46M | 3.44% |
| VANGUARD S&P SMALL-CAP 600 VALUE ETFETF | — | 122,412 | US$13.83M | 2.72% |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETFETF | — | 136,468 | US$12.94M | 2.55% |
| UWMCUWM HOLDINGS CORPORATION COM CL AStock | — | 5,382,453 | US$12.33M | 2.43% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.