Integrated Wealthcare, LLC Portfolio Holdings

Integrated Wealthcare, LLC

  • $119 Billion
  • Q4 2025

Integrated Wealthcare, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $23.2B, Vanguard Ftse Developed Market with a value of $16.1B, Hartford Fds Exchange Traded T with a value of $9.93B, Fidelity Merrimack Str Tr Tota with a value of $8.96B, and American Centy ETF Tr Avantis with a value of $7.66B.

Examining the 13F form we can see an increase of $119B in the current position value.

Integrated Wealthcare, LLC is based out at Durham, NC

Below you can find more details about Integrated Wealthcare, LLC portfolio as well as his latest detailed transactions.

Portfolio value $119 Billion
ETFs: $112 Billion
Financial Services: $638 Million
Technology: $524 Million
Real Estate: $506 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$524 Million 0.44% of portfolio
1,929
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $119 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 28 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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