Position in AAPL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$393,354,247
+$136,037,582 QoQ
Shares Held
1,359,394
+34.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
5.50%
of 13F equity value
Holder Rank
#368
of 6,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $394,047,975 across 9 Consumer Electronics names. AAPL ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
This page
|
1,359,394 | $393,354,247 | |
| 2 | SONY |
Sony Group Corp
|
30,016 | $602,120 | |
| 3 | SONO |
Sonos Inc
|
5,565 | $75,294 | |
| 4 | LPL |
LG Display Co., Ltd.
|
1,727 | $6,718 | |
| 5 | VUZI |
Vuzix Corp
|
1,715 | $4,973 | |
| 6 | TBCH |
Turtle Beach Corp
|
291 | $3,622 | |
| 7 | ZEPP |
Zepp Health Corp
|
100 | $521 | |
| 8 | UEIC |
Universal Electronics Inc
|
0 | $477 |
All Filings in AAPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,354,247 | 1,359,394 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $257,316,665 | 1,013,896 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $152,846,488 | 562,225 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $245,328,620 | 963,471 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $190,863,701 | 930,271 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $201,654,278 | 907,821 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $240,282,747 | 959,519 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $213,517,006 | 916,382 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $193,266,386 | 917,607 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $158,670,786 | 925,302 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $174,891,364 | 908,385 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $157,401,228 | 919,346 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $177,898,227 | 917,143 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $143,947,641 | 872,939 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $63,061,005 | 485,346 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $66,515,383 | 481,298 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $63,107,901 | 461,585 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $78,845,145 | 451,550 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $82,882,218 | 466,758 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $63,694,810 | 450,140 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $44,723,192 | 326,542 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $39,008,724 | 319,351 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $37,549,677 | 282,988 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $30,253,856 | 261,237 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $22,076,966 | 60,518 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $14,420,023 | 56,707 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||