Integrated Wealth Concepts LLC
Position in BETR — Better Home & Finance Holding Co
CIK 1737109
WALTHAM, MA
Position in BETR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,512
-$295,950 QoQ
Shares Held
55
-99.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 89 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BETR Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $2,492,920 across 8 Mortgage Finance names. BETR ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
142,805 | $2,249,178 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
2,738 | $149,768 | |
| 3 | UWMC |
UWM Holdings Corp
|
21,697 | $49,686 | |
| 4 | ONIT |
Onity Group Inc.
|
475 | $18,881 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
143 | $12,455 | |
| 6 | VEL |
Velocity Financial, Inc.
|
481 | $8,879 | |
| 7 | LDI |
loanDepot, Inc.
|
2,049 | $2,561 | |
| 8 | BETR |
Better Home & Finance Holding Co
This page
|
55 | $1,512 |
All Filings in BETR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,512 | 55 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $297,462 | 8,351 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||