Integrated Wealth Concepts LLC
Top Portfolio Positions
1,303 positions ·
$3,851,739,439 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,013,896 | $257,316,665 | 6.68% |
| NVDA |
Nvidia Corp
Technology
|
1,232,239 | $214,902,481 | 5.58% |
| SPY |
Spdr S&P 500 Etf Trust
|
228,905 | $148,866,077 | 3.86% |
| MSFT |
Microsoft Corp
Technology
|
360,796 | $133,555,855 | 3.47% |
| QQQ |
Invesco Qqq Trust, Series 1
|
196,414 | $113,366,232 | 2.94% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
526,571 | $109,668,942 | 2.85% |
| GOOGL |
Alphabet Inc.
Communication Services
|
227,265 | $65,352,323 | 1.70% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
197,560 | $58,114,249 | 1.51% |
| GLD |
Spdr Gold Trust
|
130,444 | $56,128,748 | 1.46% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
136,843 | $50,871,385 | 1.32% |
Holdings in TIC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $408,341 | 62,058 | Shares | Sole | 2026-05-15 | |
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