Integrated Investment Consultants, LLC

Name: Integrated Investment Consultants, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001665337 · BLOOMFIELD HILLS, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-17 · Open the SEC source ↗

Integrated Investment Consultants, LLC reported 271 positions worth $507.8M as of June 30, 2026 (13F filed August 17, 2026). Largest holding: IWF (6.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$507.8M

2026 Q2

Positions

271

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

38.3%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 271 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IWF	ISHARES RUSSELL 1000 GROWTH ETF	SH	$32.3M	6.36%	260,027	—	—
▸ 2	IWP	ISHARES RUSSELL MID-CAP GROWTH ETF	SH	$25.1M	4.93%	171,138	—	—
▸ 3	NEAR	ISHARES SHORT DURATION BOND ACTIVE ETF	SH	$21.7M	4.28%	439,042	—	—
▸ 4	IWD	ISHARES RUSSELL 1000 VALUE ETF	SH	$20.4M	4.02%	84,176	—	—
▸ 5	IEFA	ISHARES CORE MSCI EAFE ETF	SH	$19.5M	3.84%	209,546	—	—
▸ 6	SCHD	SCHWAB US DIVIDEND EQUITY ETF	SH	$19.0M	3.73%	597,717	—	—
▸ 7	VONG	VANGUARD RUSSELL 1000 GROWTH ETF	SH	$17.5M	3.44%	141,500	—	—
▸ 8	VIOV	VANGUARD S&P SMALL-CAP 600 VALUE ETF	SH	$13.8M	2.72%	122,412	—	—
▸ 9	IMCG	ISHARES MORNINGSTAR MID-CAP GROWTH ETF	SH	$12.9M	2.55%	136,468	—	—
▸ 10	UWMC	UWM HOLDINGS CORPORATION COM CL A	SH	$12.3M	2.43%	5,382,453	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Integrated Investment Consultants, LLC hold as of Q2 2026?

Integrated Investment Consultants, LLC reported 271 positions worth $507.8M in its Q2 2026 13F filing. Largest positions: IWF (6.4%), IWP (4.9%), NEAR (4.3%), IWD (4.0%) and IEFA (3.8%).

What did Integrated Investment Consultants, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Integrated Investment Consultants, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.