Integrated Wealth Concepts LLC - Portfolio Stock Holdings
Integrated Wealth Concepts LLC disclosed 2316 stock positions in a recent SEC 13F filing. $12,394,141,504 of stock holdings were filed, with the largest holdings including BKLC, ACIO, and AAPL. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.We estimate the fund has a total AUM of $18,922,900,000 and has 493 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
2316Est. Stock Holding Value:
$12,394,141,504Top Stock Holdings By Sector
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Portfolio Stock Holdings - Integrated Wealth Concepts LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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