Position in SRAD
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$560,401
New position
Shares Held
37,435
first reported quarter
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 150 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $83,409,197 across 46 Software - Application names. SRAD ranks #24 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
177,812 | $17,653,175 | |
| 2 | KVYO |
Klaviyo, Inc.
|
435,481 | $6,575,763 | |
| 3 | UBER |
Uber Technologies, Inc
|
85,963 | $6,203,090 | |
| 4 | SHOP |
Shopify Inc.
|
53,470 | $6,105,204 | |
| 5 | SNOW |
Snowflake Inc.
|
18,239 | $4,641,825 | |
| 6 | ZM |
Zoom Communications, Inc.
|
52,842 | $4,560,793 | |
| 7 | CRM |
Salesforce, Inc.
|
28,899 | $4,527,317 | |
| 8 | ADBE |
Adobe Inc.
|
18,589 | $3,811,116 |
All Filings in SRAD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,401 | 37,435 | Shares | Sole | 2026-09-09 | |
| No filing history on record for this holder in this stock. | ||||||