account_balance

Investment manager · 13F filer · SEC CIK 1665337

Integrated Investment Consultants, LLC

Reported value$508Mas of Jun 30, 2026

Positions269 26 new, 18 sold out

Top 10 weight38.3%IWF alone is 6%

FiledAug 1748 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

IWFiShares Russell 1000 Growth ETF

6.4%Trimmed −9%

IWPiShares Russell Mid-Cap Growth ETF

4.9%Trimmed −2%

NEARiShares Short Duration Bond Active ETF

4.3%

IWDiShares Russell 1000 Value ETF

4.0%Trimmed −6%

IEFAiShares Core MSCI EAFE ETF

3.8%Added +4%

SCHDSchwab US Dividend Equity ETF

3.7%

VONGVanguard Russell 1000 Growth ETF

3.4%Added +7%

VIOVVanguard S&P Small-Cap 600 Value ETF

2.7%

IMCGiShares Morningstar Mid-Cap Growth ETF

2.5%Added +3%

UWMCUWM Holdings Corp

2.4%

AAPLApple Inc.

2.3%

VEAVanguard Ftse Developed Markets ETF

2.2%Trimmed −4%

IWFiShares Russell 1000 Growth ETF

6.4%Trimmed −9%

IWPiShares Russell Mid-Cap Growth ETF

4.9%Trimmed −2%

NEARiShares Short Duration Bond Active ETF

4.3%

IWDiShares Russell 1000 Value ETF

4.0%−6%

IEFAiShares Core MSCI EAFE ETF

3.8%+4%

SCHDSchwab US Dividend Equity ETF

3.7%

VONGVanguard Russell 1000 Growth ETF

3.4%

VIOVVanguard S&P Small-Cap 600 Value ETF

2.7%

IMCGiShares Morningstar Mid-Cap Growth ETF

2.5%

UWMC2.4%AAPL

VEA2.2%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IWF iShares Russell 1000 Growth ETF 6.4% Trimmed −9%

IWP iShares Russell Mid-Cap Growth ETF 4.9% Trimmed −2%

NEAR iShares Short Duration Bond Active ETF 4.3% Held

IWD iShares Russell 1000 Value ETF 4.0% Trimmed −6%

IEFA iShares Core MSCI EAFE ETF 3.8% Added +4%

SCHD Schwab US Dividend Equity ETF 3.7% Held

VONG Vanguard Russell 1000 Growth ETF 3.4% Added +7%

VIOV Vanguard S&P Small-Cap 600 Value ETF 2.7% Held

IMCG iShares Morningstar Mid-Cap Growth ETF 2.5% Added +3%

UWMC UWM Holdings Corp 2.4% Held AAPL Apple Inc. 2.3% Held

VEA Vanguard Ftse Developed Markets ETF 2.2% Trimmed −4%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 17, 2026, compared with the Jun 1, 2026 filing

add_circleNew

MRVL $494K
WDAY $319K
ANET $295K
DELL $293K

arrow_upwardAdded

VOO +405%
MEAR +32%
VONV +17%
EFA +8%

arrow_downwardTrimmed

CRWD −21%
CAT −10%
IWF −9%
GOOG −8%

remove_circleSold out

SCO $946K
VCSH $590K
TYL $336K
DHR $323K

Integrated Investment Consultants, LLC

Where the money is

Biggest moves since Mar 31, 2026

Free weekly email