Integrated Investment Consultants, LLC
CIK: 1665337SEC EDGAR →
Portfolio Value
$205.3B
Holdings
261
As of
Q1 2026
New Positions
260
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES SHORT DURATION BOND ACTIVE ETF | 444,331 | $22.6B | 11.00% |
| 2 | UWM HOLDINGS CORPORATION COM CL A | 5,371,664 | $19.4B | 9.47% |
| 3 | SCHWAB US DIVIDEND EQUITY ETF | 601,972 | $18.5B | 8.99% |
| 4 | ISHARES CORE MSCI EAFE ETF | 201,817 | $18.3B | 8.90% |
| 5 | VANGUARD FTSE DEVELOPED MARKETS ETF | 166,101 | $10.6B | 5.18% |
| 6 | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 133,072 | $10.5B | 5.10% |
| 7 | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 198,316 | $9.3B | 4.53% |
| 8 | ISHARES CORE DIVIDEND GROWTH ETF | 112,432 | $7.9B | 3.84% |
| 9 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 253,438 | $7.4B | 3.60% |
| 10 | VANGUARD RUSSELL 1000 VALUE ETF | 61,505 | $5.8B | 2.81% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 90 | $151.5B | 73.8% |
| Unknown | 13 | $19.0B | 9.3% |
| Technology | 44 | $8.3B | 4.0% |
| Industrials | 36 | $4.8B | 2.3% |
| Consumer Defensive | 10 | $4.6B | 2.3% |
| Energy | 9 | $3.8B | 1.9% |
| Real Estate | 9 | $3.3B | 1.6% |
| Healthcare | 21 | $2.8B | 1.4% |
| Basic Materials | 7 | $2.4B | 1.2% |
| Communication Services | 5 | $1.9B | 0.9% |
| Utilities | 5 | $1.5B | 0.7% |
| Consumer Cyclical | 12 | $1.4B | 0.7% |