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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 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 3,216.0 $670K 0.77% -79.0 -2.4% $208.27 +27.2%
22 ELEVATION SERIES TRUST 27,560.0 $665K 0.76% -70K -71.8% $24.13
23 AIM ETF PRODUCTS TRUST 23,526.0 $605K 0.69% -599.0 -2.5% $25.71
24 MBB ISHARES TR 5,486.0 $521K 0.60% -201.0 -3.5% $94.94 -1.5%
25 BSV VANGUARD BD INDEX FDS 6,559.0 $514K 0.59% -70.0 -1.1% $78.41 -0.8%
26 INNOVATOR ETFS TRUST 18,973.0 $504K 0.58% -451.0 -2.3% $26.55
27 VTI VANGUARD INDEX FDS 1,475.0 $473K 0.54% -351.0 -19.2% $320.91 +12.9%
28 SCHF SCHWAB STRATEGIC TR 18,996.0 $470K 0.54% -20K -51.1% $24.75 +8.6%
29 SCHX SCHWAB STRATEGIC TR 16,410.0 $421K 0.48% -3K -15.6% $25.64 +13.2%
30 ITOT ISHARES TR 2,925.0 $417K 0.48% -753.0 -20.5% $142.41 +13.0%
31 GLD SPDR GOLD TR Financial Services 917.0 $395K 0.45% -19.0 -2.0% $430.29 -3.0%
32 HON HONEYWELL INTL INC Industrials 1,734.0 $392K 0.45% -179.0 -9.4% $226.09 -5.7%
33 JNJ JOHNSON & JOHNSON Healthcare 1,472.0 $360K 0.41% -62.0 -4.0% $244.51 -7.3%
34 MTUM ISHARES TR 1,418.0 $340K 0.39% -2K -62.4% $239.92 +22.7%
35 SPD SIMPLIFY EXCHANGE TRADED FUN 8,811.0 $320K 0.37% -229.0 -2.5% $36.37 +13.3%
36 STN STANTEC INC Industrials 3,675.0 $318K 0.36% -929.0 -20.2% $86.40 -10.6%
37 TJUL INNOVATOR ETFS TRUST 10,300.0 $302K 0.35% -215.0 -2.0% $29.36 +2.6%
38 MRK MERCK & CO INC Healthcare 2,393.0 $288K 0.33% -367.0 -13.3% $120.27 -7.4%
39 BIV VANGUARD BD INDEX FDS 3,453.0 $266K 0.31% -37.0 -1.1% $77.18 -1.5%
40 IJR ISHARES TR 1,991.0 $248K 0.28% -773.0 -28.0% $124.34 +8.1%
Page 2 of 3  ·  44 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%