INTEGRATED WEALTHCARE, LLC - Portfolio overview

INTEGRATED WEALTHCARE, LLC has 28 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 18.09%
2. VEA - VANGUARD TAX-MANAGED FDS, 14.39%
3. HMOP - HARTFORD FDS EXCHANGE TRADED, 8.14%

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.