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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
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DYNF BLACKROCK ETF TRUST 36,281.0 $2.5M 2.61% -663.0 -1.8% $68.01 +1.6%
2 VTV VANGUARD INDEX FDS 10,691.0 $2.3M 2.46% -871.0 -7.5% $217.93 +4.0%
3 AAPL APPLE INC Technology 7,874.0 $2.3M 2.41% -170.0 -2.1% $289.38 +7.1%
4 IVW ISHARES TR 15,250.0 $2.1M 2.21% -2K -12.1% $137.53 +0.9%
5 IVE ISHARES TR 6,809.0 $1.5M 1.63% -2K -22.2% $227.08 +4.6%
6 NVDA NVIDIA CORPORATION Technology 7,548.0 $1.5M 1.59% -295.0 -3.8% $200.08 +6.1%
7 BAI BLACKROCK ETF TRUST 20,831.0 $1.1M 1.16% -7K -23.9% $52.72 -16.9%
8 SEPZ ELEVATION SERIES TRUST 19,639.0 $892K 0.94% -4K -15.1% $45.44 +1.9%
9 VEA VANGUARD TAX-MANAGED FDS 11,842.0 $844K 0.89% -413.0 -3.4% $71.25 +3.4%
10 MSFT MICROSOFT CORP Technology 2,193.0 $818K 0.86% -89.0 -3.9% $373.00 +31.2%
11 IEMG ISHARES INC 9,813.0 $813K 0.86% -5K -35.2% $82.84 -1.4%
12 GOOGL ALPHABET INC Communication Services 2,180.0 $779K 0.82% -20.0 -0.9% $357.36 -3.0%
13 QUAL ISHARES TR 3,462.0 $760K 0.80% -5K -59.1% $219.43 +2.1%
14 AMZN AMAZON COM INC Consumer Cyclical 3,102.0 $739K 0.78% -114.0 -3.5% $238.32 +9.5%
15 VOO VANGUARD INDEX FDS 1,074.0 $738K 0.78% -147.0 -12.0% $686.80 +2.5%
16 VB VANGUARD INDEX FDS 2,316.0 $702K 0.74% -258.0 -10.0% $303.08 -0.0%
17 THRO BLACKROCK ETF TRUST 15,199.0 $655K 0.69% -5K -24.5% $43.11 +1.0%
18 AIM ETF PRODUCTS TRUST 21,366.0 $562K 0.59% -2K -9.2% $26.32
19 VXUS VANGUARD STAR FDS 6,249.0 $534K 0.56% -516.0 -7.6% $85.49 +2.8%
20 BERKSHIRE HATHAWAY INC DEL 979.0 $490K 0.52% -5.0 -0.5% $500.49
Page 1 of 2  ·  37 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 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%