Integrated Wealth Concepts LLC

Position in SMCI — Super Micro Computer, Inc.

CIK 1737109 WALTHAM, MA

Position in SMCI

as of Jun 30, 2026 · filed Sep 9, 2026 Compact

Position Value

$697,027

-$9,776 QoQ

Shares Held

23,765

-23.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $50,660,411 across 12 Computer Hardware names. SMCI ranks #8 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDC	Western Digital Corp	18,708	$11,949,173
2	SNDK	Sandisk Corp	4,425	$10,061,255
3	ANET	Arista Networks, Inc.	49,348	$8,383,238
4	DELL	Dell Technologies Inc.	18,027	$7,777,929
5	STX	Seagate Technology Holdings plc	7,959	$7,680,435
6	P	Everpure, Inc.	22,437	$1,767,811
7	HPQ	Hp Inc	46,120	$1,011,872
8	SMCI	Super Micro Computer, Inc. This page	23,765	$697,027

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$697,027	23,765	-23.4%	Shares	Other	2026-09-09
2026-03-31	$706,803	31,041	+126.7%	Shares	Other	2026-05-15
2025-09-30	$656,394	13,692	-4.9%	Shares	Other	2025-11-14
2025-03-31	$492,816	14,393	-9.0%	Shares	Other	2025-05-15
2024-12-31	$482,193	15,820	+1185.1%	Shares	Other	2025-02-14
2024-09-30	$512,588	1,231	-0.7%	Shares	Other	2024-11-14
2024-06-30	$1,015,994	1,240	+71.3%	Shares	Sole	2024-08-14
2024-03-31	$731,261	724	-87.8%	Shares	Other	2024-05-15
2023-12-31	$1,683,387	5,922	+22.1%	Shares	Sole	2024-02-13
2023-09-30	$1,330,515	4,852	+77.1%	Shares	Sole	2023-11-15
2023-06-30	$682,695	2,739	-76.8%	Shares	Sole	2023-08-15
2023-03-31	$1,256,757	11,795	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.