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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 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JULW AIM ETF PRODUCTS TRUST 32,181.0 $1.2M 1.43% -1K -4.3% $38.81 +4.2%
22 TUA SIMPLIFY EXCHANGE TRADED FUN 58,245.0 $1.2M 1.41% -1K -2.0% $21.10 -2.6%
23 AIM ETF PRODUCTS TRUST 37,810.0 $1.1M 1.24% +4K +11.8% $28.55
24 IEMG ISHARES INC 15,142.0 $1.1M 1.21% -11K -42.0% $69.75 +14.0%
25 BILZ PIMCO ETF TR 10,208.0 $1.0M 1.18% -11K -50.8% $100.97 -0.1%
26 INNOVATOR ETFS TRUST 37,807.0 $1.0M 1.16% -975.0 -2.5% $26.72
27 SEPZ ELEVATION SERIES TRUST 23,143.0 $940K 1.08% $40.61 +11.1%
28 BAI BLACKROCK ETF TRUST 27,370.0 $902K 1.03% -612.0 -2.2% $32.95 +42.0%
29 MSFT MICROSOFT CORP Technology 2,282.0 $845K 0.97% +125.0 +5.8% $370.22 +10.6%
30 PGR PROGRESSIVE CORP Financial Services 4,094.0 $812K 0.93% +2K +98.1% $198.24 -1.2%
31 VEA VANGUARD TAX-MANAGED FDS 12,255.0 $785K 0.90% -322.0 -2.6% $64.08 +7.8%
32 IUSG ISHARES TR 4,837.0 $750K 0.86% -616.0 -11.3% $155.11 +20.4%
33 JEPI J P MORGAN EXCHANGE TRADED F 13,120.0 $744K 0.85% +208.0 +1.6% $56.68 -1.4%
34 VOO VANGUARD INDEX FDS 1,221.0 $730K 0.84% +18.0 +1.5% $597.51 +13.7%
35 THRO BLACKROCK ETF TRUST 20,142.0 $730K 0.84% -602.0 -2.9% $36.22 +16.9%
36 BALT INNOVATOR ETFS TRUST 21,637.0 $724K 0.83% +2K +10.1% $33.46 +1.8%
37 JANZ ELEVATION SERIES TRUST 19,179.0 $705K 0.81% +1K +6.0% $36.76 +10.4%
38 IVV ISHARES TR 1,067.0 $697K 0.80% -421.0 -28.3% $653.07 +13.7%
39 INNOVATOR ETFS TRUST 26,982.0 $689K 0.79% +7K +36.2% $25.54
40 PAYM ELEVATION SERIES TRUST 30,941.0 $679K 0.78% NEW $21.95 +15.0%
Page 2 of 5  ·  95 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%