Integrated Investment Consultants, LLC - Portfolio overview

Integrated Investment Consultants, LLC has 341 reported holdings in this dataset, with the latest filing dated 2026-03-03.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IWF - ISHARES RUSSELL 1000 GROWTH ETF, 7.87%
2. IWP - ISHARES RUSSELL MID-CAP GROWTH ETF, 5.37%
3. UWMC - UWM HOLDINGS CORPORATION COM CL A, 5.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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