Integrated Investment Consultants, LLC
CIK 0001665337 · BLOOMFIELD HILLS, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-17 · Open the SEC source ↗
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
Top Holdings
IWF
ISHARES RUSSELL 1000 GROWTH ETF
6.4%
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
4.9%
NEAR
ISHARES SHORT DURATION BOND ACTIVE ETF
4.3%
IWD
ISHARES RUSSELL 1000 VALUE ETF
4.0%
IEFA
ISHARES CORE MSCI EAFE ETF
3.8%
SCHD
SCHWAB US DIVIDEND EQUITY ETF
3.7%
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
3.4%
VIOV
VANGUARD S&P SMALL-CAP 600 VALUE ETF
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.