Integrated Wealth Concepts LLC - Portfolio Stock Holdings
Integrated Wealth Concepts LLC disclosed 2548 stock positions in a recent SEC 13F filing. $14,937,336,159 of stock holdings were filed, with the largest holdings including ACIO, AAPL, and IVV. This filing represented positions held on June 30, 2026, and was filed on Aug. 12, 2026.We estimate the fund has a total AUM of $23,576,950,000 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:
June 30, 2026No. of Stocks:
2548Est. Stock Holding Value:
$14,937,336,159Top Stock Holdings By Sector
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Portfolio Stock Holdings - Integrated Wealth Concepts LLC
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Portfolio Options Holdings - Integrated Wealth Concepts LLC
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