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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 5 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBM INTERNATIONAL BUSINESS MACHS Technology 1,098.0 $266K 0.30% $242.38 -9.5%
82 JEPQ J P MORGAN EXCHANGE TRADED F 4,600.0 $255K 0.29% $55.52 +7.5%
83 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,550.0 $252K 0.29% +1K +25.1% $38.42 +13.3%
84 TSLA TESLA INC Consumer Cyclical 673.0 $250K 0.29% +206.0 +44.1% $371.75 +13.6%
85 IJR ISHARES TR 1,991.0 $248K 0.28% -773.0 -28.0% $124.34 +8.1%
86 VDE VANGUARD WORLD FD 1,396.0 $242K 0.28% NEW $173.04 -0.9%
87 PG PROCTER & GAMBLE CO Consumer Defensive 1,593.0 $230K 0.26% -121.0 -7.1% $144.44 -2.0%
88 EFV ISHARES TR 3,085.0 $229K 0.26% -2K -36.1% $74.34 +5.2%
89 VWO VANGUARD INTL EQUITY INDEX F 4,157.0 $225K 0.26% -34.0 -0.8% $54.05 +8.2%
90 SCNM STERLING CAP FDS 8,479.0 $211K 0.24% NEW $24.86 -0.1%
91 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 337.0 $208K 0.24% $616.76 +6.7%
92 CSCO CISCO SYS INC Technology 2,674.0 $208K 0.24% NEW $77.60 +52.3%
93 VMBS VANGUARD SCOTTSDALE FDS 4,399.0 $207K 0.24% -24.0 -0.5% $46.95 -1.3%
94 FTCB FIRST TR EXCHANGE-TRADED FD 9,811.0 $206K 0.24% NEW $20.96 -1.2%
95 V VISA INC Financial Services 675.0 $204K 0.23% $302.08 +7.8%
Page 5 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%