Integrated Wealth Concepts LLC
Top Portfolio Positions
754 positions ·
$2,018,120,761 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
562,225 | $152,846,488 | 7.57% |
| NVDA |
Nvidia Corp
|
607,632 | $113,323,368 | 5.62% |
| MSFT |
Microsoft Corp
|
218,766 | $105,799,612 | 5.24% |
| QQQ |
Invesco Qqq Trust, Series 1
|
122,824 | $75,452,011 | 3.74% |
| SPY |
Spdr S&P 500 Etf Trust
|
105,468 | $71,920,738 | 3.56% |
| AMZN |
Amazon Com Inc
|
286,268 | $66,076,379 | 3.27% |
| GOOGL |
Alphabet Inc.
|
147,624 | $46,206,312 | 2.29% |
| TSLA |
Tesla, Inc.
|
88,693 | $39,887,015 | 1.98% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
118,424 | $38,158,581 | 1.89% |
| META |
Meta Platforms, Inc.
|
45,493 | $30,029,474 | 1.49% |
Portfolio Trend
Holdings in EVF
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $62,486 | 11,857 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $64,976 | 11,857 | Shares | Sole | 2025-11-14 | |
| No quarters match your search. | ||||||