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Portfolio (Quarterly) Guide ↗

INTEGRATED WEALTHCARE, LLC

· CIK 0001962105
13F Portfolio $134M AUM 29 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 2 New 10 Added 8 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SYNOVUS FINL CORP 12,741 $638K 0.54% SOLD
Sector Allocation
Real Estate 50.2%
Technology 49.8%