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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 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 325.0 $229K 0.24% -12.0 -3.6% $703.34 -1.3%
82 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,785.0 $226K 0.24% +235.0 +3.6% $33.29 +34.3%
83 ZROZ PIMCO ETF TR 3,486.0 $223K 0.24% NEW $64.10 -6.7%
84 PG PROCTER & GAMBLE CO Consumer Defensive 1,519.0 $223K 0.23% -74.0 -4.7% $146.62 -0.8%
85 SPLS PIMCO ETF TR 4,061.0 $220K 0.23% NEW $54.27 +2.0%
86 SPYC SIMPLIFY EXCHANGE TRADED FUN 4,759.0 $217K 0.23% NEW $45.68 +2.0%
87 CSCO CISCO SYS INC Technology 1,844.0 $217K 0.23% -830.0 -31.0% $117.45 -5.4%
88 SCNM STERLING CAP FDS 8,451.0 $213K 0.23% $25.15 -1.6%
89 IVV ISHARES TR 282.0 $211K 0.22% -785.0 -73.6% $747.99 +2.9%
90 ONEH ELEVATION SERIES TRUST 8,283.0 $204K 0.22% NEW $24.68 +0.1%
91 AMD ADVANCED MICRO DEVICES INC Technology 350.0 $203K 0.21% NEW $580.91 -17.5%
Page 5 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%