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Portfolio (Quarterly) Guide ↗

Integrated Wealth Management

· CIK 0002113155
13F Portfolio $95M AUM 91 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 18 Added 37 Reduced 24 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 91,906.0 $8.1M 8.53% +21K +29.8% $87.88 +2.6%
2 ELEVATION SERIES TRUST 157,722.0 $4.4M 4.60% +103K +186.3% $27.59
3 VUG VANGUARD INDEX FDS 47,401.0 $4.1M 4.31% +39K +482.5% $86.14 +1.5%
4 BILZ PIMCO ETF TR 28,416.0 $2.9M 3.03% +18K +178.4% $100.93 -0.0%
5 JANW AIM ETF PRODUCTS TRUST 58,136.0 $2.2M 2.38% +5K +10.0% $38.67 +1.7%
6 DECW AIM ETF PRODUCTS TRUST 49,676.0 $1.8M 1.87% +4K +9.8% $35.65 +1.8%
7 TUA SIMPLIFY EXCHANGE TRADED FUN 63,803.0 $1.3M 1.38% +6K +9.5% $20.42 +0.1%
8 PAYM ELEVATION SERIES TRUST 36,877.0 $926K 0.98% +6K +19.2% $25.12 +1.8%
9 ELEVATION SERIES TRUST 38,330.0 $912K 0.96% +11K +39.1% $23.80
10 BALT INNOVATOR ETFS TRUST 23,838.0 $817K 0.86% +2K +10.2% $34.27 +1.3%
11 GOVT ISHARES TR 30,101.0 $686K 0.72% +3K +13.1% $22.78 -1.0%
12 SHLD GLOBAL X FDS 10,458.0 $624K 0.66% +2K +22.1% $59.71 +10.0%
13 MBB ISHARES TR 5,973.0 $565K 0.60% +487.0 +8.9% $94.52 -0.9%
14 COP CONOCOPHILLIPS Energy 4,025.0 $418K 0.44% +160.0 +4.1% $103.95 +27.0%
15 SPD SIMPLIFY EXCHANGE TRADED FUN 9,071.0 $376K 0.40% +260.0 +3.0% $41.48 +2.0%
16 JEPQ J P MORGAN EXCHANGE TRADED F 4,851.0 $298K 0.32% +251.0 +5.5% $61.46 -2.8%
17 EFV ISHARES TR 3,285.0 $251K 0.27% +200.0 +6.5% $76.54 +7.6%
18 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,785.0 $226K 0.24% +235.0 +3.6% $33.29 +34.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.8%
Financial Services 16.3%
Consumer Cyclical 15.8%
Healthcare 8.1%
Communication Services 5.6%
Energy 3.0%
Industrials 1.8%
Consumer Defensive 1.6%