Skip to Main Content

Integrated Investment Consultants, LLC - Portfolio Stock Holdings

Integrated Investment Consultants, LLC disclosed 287 stock positions in a recent SEC 13F filing. $527,202,252 of stock holdings were filed, with the largest holdings including IWF, IWP, and NEAR. This filing represented positions held on June 30, 2026, and was filed today.

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:

June 30, 2026

No. of Stocks:

287

Est. Stock Holding Value:

$527,202,252

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - Integrated Investment Consultants, LLC

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

Loading Fund Data...

Portfolio Options Holdings - Integrated Investment Consultants, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

Loading Fund Options Data...


Note: Options holding values may be affected by fund filing errors.