Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

INTEGRATED CAPITAL MANAGEMENT, INC. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

INTEGRATED CAPITAL MANAGEMENT, INC. (CIK 1608826) reported $143.3M across 57 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVLV ($21.6M, 15.06%), EFV ($21.1M, 14.69%), VIG ($10.5M, 7.29%), SPDW ($9.9M, 6.92%), SPTM ($7.0M, 4.90%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AVLVAMERICAN CENTY ETF TR$21.6M15.06%236,633Trimmed
2EFVISHARES TR$21.1M14.69%275,128Added
3VIGVANGUARD SPECIALIZED FUNDS$10.5M7.29%44,180Added
4SPDWSPDR INDEX SHS FDS$9.9M6.92%196,927Trimmed
5SPTMSPDR SERIES TRUST$7.0M4.90%77,316Trimmed
6SPTSSPDR SERIES TRUST$6.6M4.64%229,210Trimmed
7SPTISPDR SERIES TRUST$6.5M4.52%228,374Trimmed
8EMLCVANECK ETF TRUST$6.2M4.31%241,460Trimmed
9MFEMPIMCO EQUITY SER$5.9M4.09%207,610Trimmed
10DMBSDOUBLELINE ETF TRUST$5.8M4.08%119,008Trimmed
11JQUAJ P MORGAN EXCHANGE TRADED F$5.8M4.05%80,238Added
12SPTBSPDR SERIES TRUST$5.7M3.97%189,076Trimmed
13DFSVDIMENSIONAL ETF TRUST$5.2M3.62%133,641Trimmed
14TFISPDR SERIES TRUST$2.8M1.95%61,160Trimmed
15IWFISHARES TR$2.7M1.89%21,772Added
16SPTLSPDR SERIES TRUST$2.7M1.89%103,455Trimmed
17SPIBSPDR SERIES TRUST$2.5M1.74%74,404Trimmed
18USFRWISDOMTREE TR$1.7M1.19%34,001Added
19VEAVANGUARD TAX-MANAGED FDS$1.4M1.00%20,099Added
20FRELFIDELITY COVINGTON TRUST$976,3790.68%33,324Added
21SPYVSPDR SERIES TRUST$930,8570.65%15,313Trimmed
22VTIVANGUARD INDEX FDS$682,7480.48%1,845Added
23MHDBLACKROCK MUNIHOLDINGS FD IN$450,0080.31%37,816Added
24PMLPIMCO MUN INCOME FD II$440,1730.31%57,841Trimmed
25ETVEATON VANCE TAX-MANAGED BUY-$413,7340.29%27,805Trimmed

Source: SEC Form 13F filings · as of 2026-06-30