account_balance
Investment manager · 13F filer · SEC CIK 2113155
Integrated Wealth Management
Reported value$102Mas of Sep 30, 2026
Positions99 13 new, 5 sold out
Top 10 weight41.4%SPYM alone is 7%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
7.4%Trimmed −9%
MAYWAim ETF Products Trust
6.5%Added +2%
JUNWAim ETF Products Trust
4.7%Added +2%
ONEZElevation Series Trust
4.7%Added +7%
VUGVanguard Index FDS
4.3%Added +3%
SIXDAim ETF Products Trust
3.3%
BILZPimco ETF Tr
2.9%Added +4%
AAPLApple Inc.
2.6%
DYNFBlackRock ETF Trust
2.5%
JANWAim ETF Products Trust
2.4%Added +7%
VTVVanguard Index FDS
2.4%Added +4%
COROBlackRock ETF Trust
2.3%Added +3%
SPYMSPDR Series Trust
7.4%Trimmed −9%
MAYWAim ETF Products Trust
6.5%Added +2%
JUNWAim ETF Products Trust
4.7%Added +2%
ONEZElevation Series Trust
4.7%Added +7%
VUGVanguard Index FDS
4.3%Added +3%
SIXDAim ETF Products Trust
3.3%
BILZPimco ETF Tr
2.9%
AAPLApple Inc.
2.6%
DYNFBlackRock ETF Trust
2.5%
JANW
VTV2.4%
CORO
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
SPYM SPDR Series Trust 7.4% Trimmed −9%
MAYW Aim ETF Products Trust 6.5% Added +2%
JUNW Aim ETF Products Trust 4.7% Added +2%
ONEZ Elevation Series Trust 4.7% Added +7%
VUG Vanguard Index FDS 4.3% Added +3%
SIXD Aim ETF Products Trust 3.3% Held
BILZ Pimco ETF Tr 2.9% Added +4%
AAPL Apple Inc. 2.6% HeldDYNF BlackRock ETF Trust 2.5% Held
JANW Aim ETF Products Trust 2.4% Added +7%
VTV Vanguard Index FDS 2.4% Added +4%
CORO BlackRock ETF Trust 2.3% Added +3%
What changed
Biggest moves since Jun 30, 2026
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