Integrated Wealth Concepts LLC
Top Portfolio Positions
1,307 positions ·
$3,895,081,601 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,013,896 | $257,316,665 | 6.61% | |
| NVDA |
Nvidia Corp
Technology
|
1,232,239 | $214,902,481 | 5.52% | |
| SPY |
Spdr S&P 500 ETF Trust
|
228,905 | $148,866,077 | 3.82% | |
| MSFT |
Microsoft Corp
Technology
|
360,796 | $133,555,855 | 3.43% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
196,414 | $113,366,232 | 2.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
526,571 | $109,668,942 | 2.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
227,265 | $65,352,323 | 1.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
197,560 | $58,114,249 | 1.49% | |
| GLD |
Spdr Gold Trust
|
130,444 | $56,128,748 | 1.44% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
136,843 | $50,871,385 | 1.31% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DIA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,775,052 | 49,170 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,188,265 | 42,009 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,126,537 | 52,026 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,748,996 | 51,626 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,730,469 | 51,754 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,939,556 | 53,912 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,332,017 | 50,416 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,537,845 | 52,509 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,603,999 | 49,286 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,375,804 | 48,759 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,437,483 | 58,031 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $19,810,573 | 57,614 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $17,318,858 | 52,068 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $17,772,872 | 53,641 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,924,177 | 55,427 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,262,545 | 56,080 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $19,882,723 | 57,327 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $18,684,094 | 51,426 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $15,019,737 | 44,399 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,813,532 | 42,944 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,972,772 | 39,290 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $9,848,884 | 32,208 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,801,692 | 20,907 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,379,426 | 20,861 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,553,371 | 11,647 | Shares | Sole | 2020-05-18 | |
| No 13F history on record for this holder in this stock. | ||||||