account_balance
Investment manager · 13F filer · SEC CIK 1962105
Integrated Wealthcare, LLC
Reported value$126Mas of Sep 30, 2026
Positions27 0 new, 2 sold out
Top 10 weight84.2%VUG alone is 21%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
21.3%
VEAVanguard Tax-Managed FDS
15.3%
AVEMAmerican Centy ETF Tr
7.4%
VTVVanguard Index FDS
7.2%
HMOPHartford FDS Exchange Traded
7.0%Trimmed −5%
FBNDFidelity Merrimack STR Tr
6.4%Trimmed −3%
IJHiShares Tr
5.8%
VTIVanguard Index FDS
5.5%Trimmed −3%
VXUSVanguard Star FDS
4.5%Trimmed −3%
CGSMCapital GRP Fixed Incm ETF T
3.9%Trimmed −5%
GSLCGoldman Sachs ETF Tr
2.5%
VBK2.1%
VUGVanguard Index FDS
21.3%
VEAVanguard Tax-Managed FDS
15.3%
AVEMAmerican Centy ETF Tr
7.4%
VTVVanguard Index FDS
7.2%
HMOPHartford FDS Exchange Traded
7.0%−5%
FBNDFidelity Merrimack STR Tr
6.4%−3%
IJHiShares Tr
5.8%
VTIVanguard Index FDS
5.5%
VXUS
CGSM
GSLC
VBK
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
VUG Vanguard Index FDS 21.3% Held
VEA Vanguard Tax-Managed FDS 15.3% Held
AVEM American Centy ETF Tr 7.4% Held
VTV Vanguard Index FDS 7.2% Held
HMOP Hartford FDS Exchange Traded 7.0% Trimmed −5%
FBND Fidelity Merrimack STR Tr 6.4% Trimmed −3%
IJH iShares Tr 5.8% Held
VTI Vanguard Index FDS 5.5% Trimmed −3%
VXUS Vanguard Star FDS 4.5% Trimmed −3%
CGSM Capital GRP Fixed Incm ETF T 3.9% Trimmed −5%
GSLC Goldman Sachs ETF Tr 2.5% Held
VBK Vanguard Index FDS 2.1% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- VTEB +6%
- DFNM +5%
arrow_downwardTrimmed
- HMOP −5%
- CGSM −5%
- VXUS −3%
- VTI −3%
remove_circleSold out
- DFAC $4.42M
- KLAC $293K
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