Integrated Wealth Concepts LLC - Portfolio overview

Integrated Wealth Concepts LLC has 2406 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BKLC - BNY MELLON, 2.83%
2. ACIO - APTUS COLLARED, 2.59%
3. AAPL - APPLE INC, 2.02%

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

Explore securities or join Upside Invest to compare portfolios.