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Portfolio (Quarterly) Guide ↗

Integrated Wealth Management

· CIK 0002113155
13F Portfolio $87M AUM 95 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 28 Added 44 Reduced 9 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VXUS VANGUARD STAR FDS 6,765.0 $522K 0.60% +4K +107.6% $77.11 +8.5%
22 COP CONOCOPHILLIPS Energy 3,865.0 $510K 0.58% +253.0 +7.0% $131.99 -8.5%
23 AVGO BROADCOM INC Technology 1,470.0 $455K 0.52% +36.0 +2.5% $309.61 +35.8%
24 ABBV ABBVIE INC Healthcare 1,852.0 $403K 0.46% +135.0 +7.9% $217.48 -3.8%
25 JPM JPMORGAN CHASE & CO Financial Services 1,138.0 $335K 0.38% +264.0 +30.2% $294.22 +1.6%
26 BNDX VANGUARD CHARLOTTE FDS 6,662.0 $320K 0.37% +1K +20.4% $48.05 -0.8%
27 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,550.0 $252K 0.29% +1K +25.1% $38.42 +13.7%
28 TSLA TESLA INC Consumer Cyclical 673.0 $250K 0.29% +206.0 +44.1% $371.75 +12.7%
Page 2 of 2  ·  28 positions

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 35.4%
Energy 17.8%
Financial Services 15.1%
Consumer Cyclical 13.8%
Healthcare 7.2%
Industrials 4.9%
Communication Services 4.3%
Consumer Defensive 1.6%