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Integrated Investment Consultants, LLC - Portfolio Stock Holdings

Integrated Investment Consultants, LLC disclosed 278 stock positions in a recent SEC 13F filing. $448,364,750 of stock holdings were filed, with the largest holdings including NEAR, IWP, and UWMC. This filing represented positions held on March 31, 2026, and was filed on June 1, 2026.

We estimate the fund has a total AUM of $1,084,348,046 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

278

Est. Stock Holding Value:

$448,364,750

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Integrated Investment Consultants, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
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Change (USD)
% Change

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Portfolio Options Holdings - Integrated Investment Consultants, LLC

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
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Note: Options holding values may be affected by fund filing errors.