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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 4 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVGO BROADCOM INC Technology 1,470.0 $455K 0.52% +36.0 +2.5% $309.61 +35.9%
62 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,592.0 $438K 0.50% $275.18 -5.4%
63 SCHX SCHWAB STRATEGIC TR 16,410.0 $421K 0.48% -3K -15.6% $25.64 +13.2%
64 BLV VANGUARD BD INDEX FDS 6,062.0 $417K 0.48% $68.78 -2.4%
65 ITOT ISHARES TR 2,925.0 $417K 0.48% -753.0 -20.5% $142.41 +13.0%
66 ABBV ABBVIE INC Healthcare 1,852.0 $403K 0.46% +135.0 +7.9% $217.48 -3.7%
67 GLD SPDR GOLD TR Financial Services 917.0 $395K 0.45% -19.0 -2.0% $430.29 -3.0%
68 HON HONEYWELL INTL INC Industrials 1,734.0 $392K 0.45% -179.0 -9.4% $226.09 -5.7%
69 JNJ JOHNSON & JOHNSON Healthcare 1,472.0 $360K 0.41% -62.0 -4.0% $244.51 -7.3%
70 MTUM ISHARES TR 1,418.0 $340K 0.39% -2K -62.4% $239.92 +22.7%
71 JPM JPMORGAN CHASE & CO Financial Services 1,138.0 $335K 0.38% +264.0 +30.2% $294.22 +1.2%
72 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,016.0 $332K 0.38% $327.07 +8.0%
73 TJX TJX COS INC NEW Consumer Cyclical 2,034.0 $325K 0.37% $159.71 -7.7%
74 SPD SIMPLIFY EXCHANGE TRADED FUN 8,811.0 $320K 0.37% -229.0 -2.5% $36.37 +13.3%
75 BNDX VANGUARD CHARLOTTE FDS 6,662.0 $320K 0.37% +1K +20.4% $48.05 -0.7%
76 STN STANTEC INC Industrials 3,675.0 $318K 0.36% -929.0 -20.2% $86.40 -10.6%
77 TJUL INNOVATOR ETFS TRUST 10,300.0 $302K 0.35% -215.0 -2.0% $29.36 +2.6%
78 ELEVATION SERIES TRUST 12,677.0 $299K 0.34% NEW $23.57
79 MRK MERCK & CO INC Healthcare 2,393.0 $288K 0.33% -367.0 -13.3% $120.27 -7.4%
80 BIV VANGUARD BD INDEX FDS 3,453.0 $266K 0.31% -37.0 -1.1% $77.18 -1.5%
Page 4 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%