Notify me when Integrated Wealth Concepts LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,598 | $8,416,845,839 | +$346,834,202 | -$3,216,592,514 | -$2,869,758,312 | BKLC, ACIO, IVV, DRSK, AAPL | 13F-HR | 13 Feb 2026, 11:34 |
| Q3 2025 | 1,974 | $11,182,776,207 | +$1,159,173,742 | -$576,457,563 | +$582,716,179 | BKLC, ACIO, AAPL, NVDA, IVV | 13F-HR | 14 Nov 2025, 11:08 |
| Q2 2025 | 1,901 | $9,968,144,060 | +$1,102,972,750 | -$387,158,519 | +$715,814,231 | BKLC, ACIO, QUAL, IVV, AAPL | 13F-HR | 14 Aug 2025, 10:57 |
| Q1 2025 | 1,734 | $8,575,136,130 | +$752,197,145 | -$556,867,138 | +$195,330,007 | BKLC, ACIO, AAPL, IVV, QUAL | 13F-HR | 15 May 2025, 11:40 |
| Q4 2024 | 1,713 | $8,606,321,554 | +$1,043,716,895 | -$489,235,982 | +$554,480,913 | AAPL, BKLC, IVV, ACIO, QUAL | 13F-HR | 14 Feb 2025, 09:56 |
| Q3 2024 | 1,670 | $8,205,510,960 | +$816,669,078 | -$287,163,963 | +$529,505,115 | QUAL, BKLC, AAPL, IVV, ACIO | 13F-HR | 14 Nov 2024, 13:17 |
| Q2 2024 | 1,643 | $7,320,763,379 | +$1,087,169,555 | -$702,071,412 | +$385,098,143 | IVV, QUAL, AAPL, BKLC, SPLG | 13F-HR | 14 Aug 2024, 14:24 |
| Q1 2024 | 1,640 | $6,899,947,312 | +$726,029,291 | -$273,531,720 | +$452,497,571 | IVV, QUAL, AAPL, BKLC, MSFT | 13F-HR | 15 May 2024, 11:30 |
| Q4 2023 | 1,589 | $6,103,646,461 | +$793,871,954 | -$855,271,055 | -$61,399,101 | AAPL, IVV, QUAL, BKLC, SPLG | 13F-HR | 13 Feb 2024, 12:45 |
| Q3 2023 | 1,651 | $5,667,708,854 | +$617,949,496 | -$562,868,611 | +$55,080,885 | AAPL, IVV, QUAL, PDBC, SPLG | 13F-HR | 15 Nov 2023, 11:59 |
| Q2 2023 | 1,611 | $5,835,349,125 | +$1,092,370,659 | -$325,845,873 | +$766,524,786 | AAPL, IVV, QUAL, SPLG, MSFT | 13F-HR | 15 Aug 2023, 12:23 |
| Q1 2023 | 1,344 | $4,848,876,000 | +$1,572,224,391 | -$512,011,983 | +$1,060,212,408 | AAPL, IVV, QUAL, USMV, XLK | 13F-HR | 03 May 2023, 11:47 |
| Q4 2022 | 1,037 | $3,680,209,000 | +$725,829,590 | -$314,396,223 | +$411,433,367 | IVV, IEF, QUAL, USMV, AAPL | 13F-HR | 13 Feb 2023, 15:50 |
| Q3 2022 | 948 | $3,108,537,279 | +$416,149,490 | -$231,544,687 | +$184,604,803 | IVV, QUAL, AAPL, USMV, SHV | 13F-HR | 14 Nov 2022, 11:23 |
| Q2 2022 | 976 | $3,199,947,229 | +$596,477,664 | -$186,980,489 | +$409,497,175 | IVV, QUAL, SHV, AAPL, USMV | 13F-HR | 08 Aug 2022, 13:03 |
| Q1 2022 | 937 | $3,257,252,383 | +$749,238,791 | -$509,434,719 | +$239,804,072 | IVV, QUAL, TIP, AAPL, USMV | 13F-HR | 12 May 2022, 15:58 |
| Q4 2021 | 980 | $3,355,187,725 | +$460,227,686 | -$267,811,509 | +$192,416,177 | QUAL, USMV, AAPL, IVV, VLUE | 13F-HR | 15 Feb 2022, 08:50 |
| Q3 2021 | 936 | $3,072,983,000 | +$597,059,012 | -$310,401,533 | +$286,657,479 | QUAL, USMV, IVV, EFG, AAPL | 13F-HR | 15 Nov 2021, 11:43 |
| Q2 2021 | 797 | $2,822,361,000 | +$637,695,769 | -$376,337,155 | +$261,358,614 | QUAL, IVV, USMV, VLUE, EFG | 13F-HR | 13 Aug 2021, 10:49 |
| Q1 2021 | 732 | $2,435,774,000 | +$502,623,924 | -$267,195,604 | +$235,428,320 | VLUE, QUAL, IVV, EFG, LQD | 13F-HR | 13 May 2021, 15:04 |
| Q4 2020 | 620 | $2,113,146,000 | +$532,556,143 | -$148,735,907 | +$383,820,236 | QUAL, IVV, VLUE, EFG, LQD | 13F-HR | 12 Feb 2021, 11:05 |
| Q3 2020 | 567 | $1,621,586,359 | +$386,925,450 | -$163,060,641 | +$223,864,809 | QUAL, VLUE, EFG, USMV, LQD | 13F-HR | 13 Nov 2020, 10:21 |
| Q2 2020 | 510 | $1,389,490,305 | +$336,762,309 | -$161,390,925 | +$175,371,384 | LQD, QUAL, VLUE, EFG, USMV | 13F-HR | 30 Jul 2020, 18:13 |
| Q1 2020 | 413 | $1,082,250,320 | +$273,918,698 | -$115,957,390 | +$157,961,308 | QUAL, LQD, INTF, USMV, ITOT | 13F-HR | 18 May 2020, 16:08 |
| Q4 2019 | 471 | $1,184,483,724 | +$341,765,415 | -$38,418,643 | +$303,346,772 | QUAL, INTF, USMV, IVV, ITOT | 13F-HR | 19 Feb 2020, 17:16 |
| Q3 2019 | 422 | $889,197,000 | +$169,666,198 | -$57,785,270 | +$111,880,928 | QUAL, INTF, USMV, MTUM, TLT | 13F-HR | 15 Nov 2019, 13:48 |
| Q2 2019 | 353 | $746,405,000 | +$223,125,454 | -$32,126,537 | +$190,998,917 | QUAL, INTF, MTUM, VTI, LRGF | 13F-HR | 15 Aug 2019, 14:32 |
| Q1 2019 | 329 | $590,665,000 | +$226,477,309 | -$9,652,346 | +$216,824,963 | INTF, VTI, MTUM, LRGF, IJH | 13F-HR | 15 May 2019, 15:03 |
| Q4 2018 | 265 | $368,092,000 | +$100,649,143 | -$10,538,660 | +$90,110,483 | VTI, IJH, CDC, IUSG, CFO | 13F-HR | 14 Feb 2019, 15:33 |
| Q3 2018 | 250 | $330,975,020 | +$85,120,690 | -$46,369,651 | +$38,751,039 | VTI, IJH, CDC, CFO, IUSG | 13F-HR | 13 Nov 2018, 13:46 |
| Q2 2018 | 206 | $239,422,000 | +$68,434,224 | -$13,597,121 | +$54,837,103 | IJH, CDC, IUSG, CFO, IEMG | 13F-HR | 26 Jul 2018, 17:42 |
| Q1 2018 | 198 | $249,411,000 | +$31,358,371 | -$1,421,835 | +$29,936,536 | VTI, IJH, CDC, BND, IUSG | 13F-HR | 15 May 2018, 14:15 |
| Q4 2017 | 190 | $233,645,000 | $0 | VTI, IJH, CDC, IUSG, BND | 13F-HR | 15 May 2018, 13:58 |