Integrated Capital Management, LLC

CIK: 0002040070SEC EDGAR →

Portfolio Value

$232.5M

Holdings

57

As of

Q4 2025

New Positions

6

Closed Positions

8

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

51,079$35.0M
15.04%
2

INVESCO EXCH TRADED FD TR II

113,507$28.7M
12.34%
3

VANGUARD WORLD FD

201,098$28.4M
12.21%
4

ALPHABET INC

63,525$19.9M
8.55%
5

VANGUARD INDEX FDS

67,557$19.6M
8.43%
6

DBX ETF TR

280,020$13.5M
5.79%
7

ISHARES TR

181,203$12.9M
5.56%
8

INVESCO EXCH TRADED FD TR II

358,289$12.6M
5.42%
9

INVESCO EXCHANGE TRADED FD T

105,845$7.6M
3.28%
10

ISHARES TR

17,104$5.2M
2.21%

Quarterly Changes

Top Buys

IDHQNEW
$12.6M
GOOGL↑ Increased
$3.5M
MGV↑ Increased
$1.1M
EFV↑ Increased
$1.1M
DBEF↑ Increased
$424K

Top Sells

GOVICLOSED
$12.1M
IVV↓ Decreased
$592K
SHVCLOSED
$236K
IMCGCLOSED
$200K
SOXX↓ Decreased
$186K

New Positions (2)

$12.6M · 358K shares
$222K · 1K shares

Closed Positions (3)

$12.1M · 346K shares
$236K · 2K shares
$200K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services44$199.9M86.0%
Communication Services3$21.0M9.0%
Technology4$6.4M2.8%
Basic Materials1$2.2M0.9%
Consumer Cyclical1$1.3M0.6%
Unknown2$987K0.4%
Industrials1$409K0.2%
Healthcare1$222K0.1%