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Asset Manager ← All Institutions

Integrated Wealth Concepts LLC

Q4 2025 · Filed 2026-02-13
Market Value
$8.4B
-24.8%
Holdings
2,037
-30
New Purchases
108
Added To
380
Closed
474
Reduced
1,043
Top 10 Concentration
19.9%
Turnover
28.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BKLC 3.79% 2.97% +0.82% $317M
BBIN 1.74% 1.30% +0.44% $146M
DYNF 1.24% 0.82% +0.41% $103M
IVV 2.19% 1.84% +0.35% $183M
DRSK 2.03% 1.71% +0.32% $170M
SPYV 0.83% 0.52% +0.31% $69M
ACIO 3.18% 2.87% +0.31% $266M
SPEM 0.40% 0.10% +0.30% $33M
DISV 0.29% 0.00% +0.29% $24M
SPLG 1.08% 0.81% +0.27% $91M
SCHX 1.01% 0.74% +0.27% $85M
BND 1.02% 0.75% +0.27% $85M
QQQM 0.87% 0.62% +0.25% $73M
CGDV 0.70% 0.46% +0.24% $58M
FWD 0.44% 0.24% +0.20% $37M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 1.36% 1.96% -0.61% $113M
SPY 0.86% 1.36% -0.50% $72M
LRGF 0.18% 0.66% -0.49% $15M
QUAL 1.25% 1.67% -0.42% $104M
BBUS 0.14% 0.56% -0.42% $12M
AAPL 1.83% 2.21% -0.38% $153M
QCOM 0.04% 0.32% -0.28% $4M
USD 0.00% 0.27% -0.27% $0
MSFT 1.27% 1.51% -0.25% $106M
SOXX 0.03% 0.28% -0.24% $3M
IBTF 0.00% 0.23% -0.23% $0
XLK 0.45% 0.65% -0.20% $38M
INTF 0.02% 0.21% -0.20% $1M
ANGL 0.01% 0.20% -0.19% $790K
JIRE 0.06% 0.24% -0.19% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 81 $1.7B 20.1%
Large Cap 850 $3.5B 42.2%
Mid Cap 532 $1.9B 22.1%
Small Cap 431 $1.2B 14.0%
Micro Cap 143 $128M 1.5%

Portfolio Analytics

Avg Market Cap
$51.9B
Median Market Cap
$8.1B
Avg P/E
30.9
Median P/E
21.1
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
1,059
# ETFs / Funds
979

Top Holdings (2,037 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BKLC 3.79% 2,422,412 $317M $130.80 -$14M -150,949 -5.9%
2 ACIO 3.18% 6,079,499 $266M $43.70 -$53M -1,255,719 -17.1%
3 IVV 2.19% 267,421 $183M $684.94 -$21M -37,856 -12.4%
4 DRSK 2.03% 5,968,043 $170M $28.47 -$20M -623,972 -9.5%
5 AAPL 1.83% 562,225 $153M $271.86 -$92M -401,246 -41.6%
6 BBIN 1.74% 2,015,251 $146M $72.32 $803K -51,480 -2.5%
7 NVDA 1.36% 607,632 $113M $186.50 -$105M -562,019 -48.0%
8 MSFT 1.27% 218,766 $106M $483.62 -$63M -106,193 -32.7%
9 QUAL 1.25% 524,607 $104M $198.62 -$81M -429,119 -45.0%
10 DYNF 1.24% 1,699,801 $103M $60.81 $12M +151,942 +9.8%
11 GSEW 1.23% 1,210,516 $103M $85.12 -$12M -146,660 -10.8%
12 DFAC 1.21% 2,558,844 $101M $39.59 -$17M -503,620 -16.4%
13 SPLG 1.08% 1,130,317 $91M $80.22 $357K -22,562 -2.0%
14 BND 1.02% 1,154,063 $85M $74.07 $2M +26,540 +2.4%
15 SCHX 1.01% 3,151,933 $85M $26.91 $2M +15,546 +0.5%
16 SPYG 1.01% 791,024 $84M $106.70 -$18M -188,554 -19.2%
17 DUBS 0.93% 2,071,959 $78M $37.67 -$6M -219,959 -9.6%
18 IDUB 0.92% 3,165,285 $77M $24.33 -$6M -360,792 -10.2%
19 QQQ 0.90% 122,824 $75M $614.31 -$37M -64,954 -34.6%
20 OSCV 0.88% 1,982,068 $73M $37.03 -$11M -223,916 -10.2%
21 QQQM 0.87% 288,293 $73M $252.92 $4M +8,859 +3.2%
22 SPY 0.86% 105,468 $72M $681.92 -$79M -121,787 -53.6%
23 SPYV 0.83% 1,220,593 $69M $56.81 $12M +185,044 +17.9%
24 AMZN 0.79% 286,268 $66M $230.82 -$40M -197,597 -40.8%
25 CGDV 0.70% 1,337,699 $58M $43.64 $7M +124,222 +10.2%
26 BINC 0.69% 1,100,720 $58M $52.77 -$6M -97,267 -8.1%
27 IEMG 0.69% 856,425 $58M $67.22 -$28M -435,926 -33.7%
28 IEFA 0.69% 641,554 $57M $89.46 -$169K -17,739 -2.7%
29 IUSB 0.63% 1,129,054 $53M $46.54 -$23M -483,444 -30.0%
30 FBND 0.62% 1,124,122 $52M $46.04 -$5M -95,327 -7.8%
31 VOO 0.59% 78,774 $49M $627.13 -$22M -37,793 -32.4%
32 VTEB 0.58% 957,875 $48M $50.29 -$5M -108,191 -10.2%
33 GOOGL 0.55% 147,624 $46M $313.00 -$3M -54,237 -26.9%
34 SSUS 0.55% 947,804 $46M $48.75 -$2M -41,006 -4.2%
35 VTI 0.51% 127,002 $43M $335.27 -$21M -67,831 -34.8%
36 OEF 0.51% 123,410 $42M $342.97 -$10M -35,112 -22.1%
37 VWO 0.50% 778,118 $42M $53.76 -$11M -189,703 -19.6%
38 SPDW 0.50% 940,148 $42M $44.41 -$5M -146,533 -13.5%
39 TSLA 0.48% 88,693 $40M $449.72 -$13M -30,882 -25.8%
40 SCHG 0.47% 1,212,348 $40M $32.62 -$9M -313,434 -20.5%
41 SCHP 0.46% 1,441,764 $38M $26.49 -$5M -148,115 -9.3%
42 JPM 0.46% 118,424 $38M $322.22 -$22M -71,456 -37.6%
43 XLK 0.45% 261,057 $38M $143.97 -$35M +5,032 +2.0%
44 FWD 0.44% 352,922 $37M $104.41 $10M +85,449 +31.9%
45 RSP 0.44% 192,315 $37M $191.56 -$15M -79,504 -29.2%
46 SECT 0.43% 562,302 $36M $64.53 -$558K -22,326 -3.8%
47 BUFR 0.43% 1,058,224 $36M $34.26 $6M +153,800 +17.0%
48 BKIE 0.43% 387,979 $36M $92.56 -$16M -194,662 -33.4%
49 IJH 0.41% 522,007 $34M $66.00 -$169K -8,515 -1.6%
50 IBTG 0.40% 1,467,977 $34M $22.88 $993K +48,050 +3.4%
51 RSSB 0.40% 1,192,511 $34M $28.12 $8M +280,111 +30.7%
52 GOOG 0.40% 106,262 $33M $313.80 -$16M -94,317 -47.0%
53 SPEM 0.40% 707,366 $33M $46.81 $22M +475,236 +204.7%
54 MEAR 0.39% 652,199 $33M $50.32 -$409K -5,641 -0.9%
55 RDVY 0.38% 457,152 $32M $69.47 -$27M -409,600 -47.3%
56 JMUB 0.37% 617,935 $31M $50.50 -$3M -66,150 -9.7%
57 MTUM 0.37% 122,528 $31M $250.31 -$4M -14,197 -10.4%
58 DFUV 0.37% 658,113 $31M $46.59 -$1M -54,942 -7.7%
59 BKAG 0.36% 716,209 $30M $42.38 -$2M -42,054 -5.5%
60 BRK-B 0.36% 59,929 $30M $502.65 -$22M -42,793 -41.7%
61 META 0.36% 45,493 $30M $660.09 -$25M -29,544 -39.4%
62 LLY 0.35% 27,283 $29M $1,074.69 $386K -10,639 -28.1%
63 MUB 0.35% 272,666 $29M $107.11 -$3M -33,014 -10.8%
64 ITOT 0.35% 196,219 $29M $148.69 -$110K -4,851 -2.4%
65 IAU 0.34% 354,523 $29M $81.17 $4M +19,754 +5.9%
66 AVGO 0.34% 82,972 $29M $346.10 -$11M -37,792 -31.3%
67 VUG 0.34% 58,498 $29M $487.86 -$3M -6,359 -9.8%
68 JPST 0.33% 551,701 $28M $50.59 -$18M -349,590 -38.8%
69 PYLD 0.33% 1,023,498 $27M $26.68 -$7M -252,142 -19.8%
70 MBB 0.32% 284,758 $27M $95.22 -$5M -48,381 -14.5%
71 EMXC 0.32% 370,670 $27M $72.68 -$996K -43,135 -10.4%
72 USMV 0.32% 282,483 $27M $94.16 -$6M -55,615 -16.4%
73 BAI 0.31% 777,441 $26M $33.30 $9M +296,819 +61.8%
74 IBTH 0.31% 1,150,990 $26M $22.47 $1M +61,910 +5.7%
75 VYM 0.30% 176,833 $25M $143.52 -$4M -33,976 -16.1%
76 DCOR 0.30% 339,118 $25M $73.63 $590K +230 +0.1%
77 V 0.30% 70,642 $25M $350.71 -$9M -27,140 -27.8%
78 SPTL 0.29% 925,275 $24M $26.47 $4M +147,204 +18.9%
79 WMT 0.29% 219,135 $24M $111.41 -$7M -83,696 -27.6%
80 DISV 0.29% 635,340 $24M $38.00 +635,340 NEW
81 IVW 0.28% 190,861 $24M $123.26 -$7M -66,022 -25.7%
82 PLTR 0.27% 127,392 $23M $177.75 -$6M -31,769 -20.0%
83 BIL 0.27% 246,022 $22M $91.38 -$7M -72,991 -22.9%
84 VO 0.26% 76,269 $22M $290.22 -$10M -33,203 -30.3%
85 DFIC 0.26% 639,384 $22M $34.46 $31K -31,633 -4.7%
86 XLG 0.26% 367,306 $22M $59.28 -$3M -63,384 -14.7%
87 IUSG 0.26% 127,067 $21M $167.94 -$357K -4,796 -3.6%
88 JMST 0.25% 412,846 $21M $50.94 -$10M -187,126 -31.2%
89 EFV 0.25% 293,054 $21M $71.41 -$2M -40,780 -12.2%
90 IXUS 0.25% 242,254 $21M $84.64 $1M +10,396 +4.5%
91 IJR 0.24% 169,346 $20M $120.18 -$560K -6,637 -3.8%
92 DIA 0.24% 42,009 $20M $480.57 -$4M -10,017 -19.2%
93 JEPI 0.24% 350,470 $20M $57.24 -$4M -72,518 -17.1%
94 IYW 0.24% 99,955 $20M $199.68 -$2M -10,819 -9.8%
95 SDVY 0.24% 518,516 $20M $38.32 -$6M -166,353 -24.3%
96 THRO 0.24% 511,964 $20M $38.56 -$2M -54,171 -9.6%
97 XLF 0.23% 358,543 $20M $54.77 -$8M -154,025 -30.1%
98 XOM 0.23% 161,771 $19M $120.34 -$11M -109,996 -40.5%
99 VEA 0.23% 305,293 $19M $62.47 -$4M -77,389 -20.2%
100 AGG 0.23% 190,811 $19M $99.88 -$2M -20,031 -9.5%

New Positions

SymbolValue% Port
DISV $24M 0.29%
JMSI $4M 0.05%
ESNT $4M 0.04%
INVX $4M 0.04%
INVA $4M 0.04%
MATX $4M 0.04%
FIBR $3M 0.04%
MKTX $1M 0.02%
EWL $1M 0.02%
WNTR $1M 0.01%
MAR $1M 0.01%
FLCA $1M 0.01%
JLL $883K 0.01%
EWD $863K 0.01%
TER $839K 0.01%

Sold Out Positions

SymbolValue% Port
PAC —%
AVB —%
EXR —%
APAM —%
IBP —%
NFG —%
ARW —%
PDI —%
AN —%
ALSN —%
HLI —%
GWRE —%
TSLX —%
BROS —%
ALLE —%
View SEC EDGAR Filings for Integrated Wealth Concepts LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms