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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 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TUA SIMPLIFY EXCHANGE TRADED FUN 63,803.0 $1.3M 1.38% +6K +9.5% $20.42 +0.1%
22 BAI BLACKROCK ETF TRUST 20,831.0 $1.1M 1.16% -7K -23.9% $52.72 -17.3%
23 INNOVATOR ETFS TRUST 40,725.0 $1.1M 1.12% NEW $25.97
24 IALT BLACKROCK ETF TRUST 33,334.0 $935K 0.99% NEW $28.05 +3.0%
25 PAYM ELEVATION SERIES TRUST 36,877.0 $926K 0.98% +6K +19.2% $25.12 +1.8%
26 ELEVATION SERIES TRUST 38,330.0 $912K 0.96% +11K +39.1% $23.80
27 IUSG ISHARES TR 4,836.0 $910K 0.96% $188.09 +0.6%
28 PGR PROGRESSIVE CORP Financial Services 4,094.0 $894K 0.94% $218.45 +1.4%
29 SEPZ ELEVATION SERIES TRUST 19,639.0 $892K 0.94% -4K -15.1% $45.44 +1.8%
30 VEA VANGUARD TAX-MANAGED FDS 11,842.0 $844K 0.89% -413.0 -3.4% $71.25 +3.4%
31 MSFT MICROSOFT CORP Technology 2,193.0 $818K 0.86% -89.0 -3.9% $373.00 +31.4%
32 BALT INNOVATOR ETFS TRUST 23,838.0 $817K 0.86% +2K +10.2% $34.27 +1.3%
33 IEMG ISHARES INC 9,813.0 $813K 0.86% -5K -35.2% $82.84 -1.4%
34 GOOGL ALPHABET INC Communication Services 2,180.0 $779K 0.82% -20.0 -0.9% $357.36 -3.0%
35 QUAL ISHARES TR 3,462.0 $760K 0.80% -5K -59.1% $219.43 +2.0%
36 JEPI J P MORGAN EXCHANGE TRADED F 13,172.0 $744K 0.79% $56.48 +2.9%
37 AMZN AMAZON COM INC Consumer Cyclical 3,102.0 $739K 0.78% -114.0 -3.5% $238.32 +9.2%
38 VOO VANGUARD INDEX FDS 1,074.0 $738K 0.78% -147.0 -12.0% $686.80 +2.4%
39 VB VANGUARD INDEX FDS 2,316.0 $702K 0.74% -258.0 -10.0% $303.08 -0.2%
40 GOVT ISHARES TR 30,101.0 $686K 0.72% +3K +13.1% $22.78 -1.0%
Page 2 of 5  ·  91 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%