INTEGRATED WEALTHCARE, LLC
INTEGRATED WEALTHCARE, LLC reported 29 positions worth $133.9M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VUG (19.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VUG | SH | $25.7M | 19.17% | 297,818 | — | — | |
| ▸ 2 | VEA | SH | $19.4M | 14.52% | 272,829 | — | — | |
| ▸ 3 | HMOP | SH | $9.9M | 7.40% | 253,027 | — | — | |
| ▸ 4 | AVEM | SH | $9.8M | 7.29% | 101,130 | — | — | |
| ▸ 5 | VTV | SH | $9.2M | 6.86% | 42,137 | — | — | |
| ▸ 6 | FBND | SH | $8.7M | 6.52% | 191,937 | — | — | |
| ▸ 7 | IJH | SH | $7.8M | 5.79% | 100,578 | — | — | |
| ▸ 8 | VTI | SH | $7.1M | 5.33% | 19,280 | — | — | |
| ▸ 9 | VXUS | SH | $5.9M | 4.37% | 68,474 | — | — | |
| ▸ 10 | CGSM | SH | $5.3M | 3.93% | 199,147 | — | — |
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Frequently Asked Questions
What stocks does INTEGRATED WEALTHCARE, LLC hold as of Q2 2026?
INTEGRATED WEALTHCARE, LLC reported 29 positions worth $133.9M in its Q2 2026 13F filing. Largest positions: VUG (19.2%), VEA (14.5%), HMOP (7.4%), AVEM (7.3%) and VTV (6.9%).
What did INTEGRATED WEALTHCARE, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did INTEGRATED WEALTHCARE, 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.