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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 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSV VANGUARD BD INDEX FDS 6,136.0 $478K 0.51% -423.0 -6.5% $77.92 -0.3%
22 ITOT ISHARES TR 2,862.0 $470K 0.50% -63.0 -2.1% $164.28 +2.1%
23 SPTL SPDR SERIES TRUST 17,737.0 $465K 0.49% -53K -75.1% $26.23 -3.0%
24 BLV VANGUARD BD INDEX FDS 4,923.0 $339K 0.36% -1K -18.8% $68.93 -3.2%
25 GLD SPDR GOLD TR Financial Services 908.0 $334K 0.35% -9.0 -1.0% $368.38 +15.6%
26 MTUM ISHARES TR 953.0 $327K 0.34% -465.0 -32.8% $342.81 -12.0%
27 MRK MERCK & CO INC Healthcare 2,322.0 $298K 0.32% -71.0 -3.0% $128.48 +21.1%
28 IJR ISHARES TR 1,957.0 $290K 0.31% -34.0 -1.7% $148.30 -1.3%
29 TSLA TESLA INC Consumer Cyclical 669.0 $281K 0.30% -4.0 -0.6% $420.60 -16.1%
30 IBM INTERNATIONAL BUSINESS MACHS Technology 979.0 $275K 0.29% -119.0 -10.8% $281.07 -17.4%
31 SCHX SCHWAB STRATEGIC TR 8,662.0 $255K 0.27% -8K -47.2% $29.43 +2.5%
32 BIV VANGUARD BD INDEX FDS 3,313.0 $254K 0.27% -140.0 -4.0% $76.70 -1.1%
33 VWO VANGUARD INTL EQUITY INDEX F 3,950.0 $236K 0.25% -207.0 -5.0% $59.69 +1.4%
34 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 325.0 $229K 0.24% -12.0 -3.6% $703.34 -1.5%
35 PG PROCTER & GAMBLE CO Consumer Defensive 1,519.0 $223K 0.23% -74.0 -4.7% $146.62 -0.8%
36 CSCO CISCO SYS INC Technology 1,844.0 $217K 0.23% -830.0 -31.0% $117.45 -5.7%
37 IVV ISHARES TR 282.0 $211K 0.22% -785.0 -73.6% $747.99 +2.7%
Page 2 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%