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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 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 THRO BLACKROCK ETF TRUST 15,199.0 $655K 0.69% -5K -24.5% $43.11 +1.0%
42 SHLD GLOBAL X FDS 10,458.0 $624K 0.66% +2K +22.1% $59.71 +9.9%
43 GGOV BLACKROCK ETF TRUST II 11,821.0 $594K 0.63% NEW $50.29 -0.1%
44 BLCR BLACKROCK ETF TRUST 11,391.0 $574K 0.61% $50.37 -2.1%
45 MBB ISHARES TR 5,973.0 $565K 0.60% +487.0 +8.9% $94.52 -0.8%
46 AIM ETF PRODUCTS TRUST 21,366.0 $562K 0.59% -2K -9.2% $26.32
47 AVGO BROADCOM INC Technology 1,476.0 $558K 0.59% $377.88 -5.6%
48 VTI VANGUARD INDEX FDS 1,476.0 $546K 0.58% $370.03 +2.2%
49 VXUS VANGUARD STAR FDS 6,249.0 $534K 0.56% -516.0 -7.6% $85.49 +3.1%
50 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,592.0 $506K 0.53% $317.53 -7.9%
51 INTC INTEL CORP Technology 3,558.0 $497K 0.53% NEW $139.63 -37.3%
52 BERKSHIRE HATHAWAY INC DEL 979.0 $490K 0.52% -5.0 -0.5% $500.49
53 BSV VANGUARD BD INDEX FDS 6,136.0 $478K 0.51% -423.0 -6.5% $77.92 -0.2%
54 PZA INVESCO EXCH TRADED FD TR II 20,320.0 $478K 0.51% NEW $23.52 -3.1%
55 ITOT ISHARES TR 2,862.0 $470K 0.50% -63.0 -2.1% $164.28 +2.2%
56 ABBV ABBVIE INC Healthcare 1,852.0 $466K 0.49% $251.60 +5.6%
57 SPTL SPDR SERIES TRUST 17,737.0 $465K 0.49% -53K -75.1% $26.23 -2.9%
58 COP CONOCOPHILLIPS Energy 4,025.0 $418K 0.44% +160.0 +4.1% $103.95 +26.8%
59 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,016.0 $377K 0.40% $370.59 -3.5%
60 SPD SIMPLIFY EXCHANGE TRADED FUN 9,071.0 $376K 0.40% +260.0 +3.0% $41.48 +1.8%
Page 3 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%