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 (2026-03-31)

INTEGRATED CAPITAL MANAGEMENT, INC. (CIK 1608826) reported $150.4M across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVLV ($19.9M, 13.21%), EFV ($19.4M, 12.87%), PDBC ($12.9M, 8.55%), SPDW ($9.1M, 6.05%), VIG ($9.0M, 5.98%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AVLVAMERICAN CENTY ETF TR$19.9M13.21%246,536Trimmed
2EFVISHARES TR$19.4M12.87%260,346Trimmed
3PDBCINVESCO ACTVELY MNGD ETC FD$12.9M8.55%742,616Trimmed
4SPDWSPDR INDEX SHS FDS$9.1M6.05%199,317Trimmed
5VIGVANGUARD SPECIALIZED FUNDS$9.0M5.98%41,812Trimmed
6SPTSSPDR SERIES TRUST$7.7M5.09%262,376Added
7EMLCVANECK ETF TRUST$6.8M4.53%271,291Trimmed
8SPTISPDR SERIES TRUST$6.8M4.50%236,042Trimmed
9SPTMSPDR SERIES TRUST$6.6M4.42%84,091Trimmed
10SPTBSPDR SERIES TRUST$6.6M4.37%217,248Trimmed
11DMBSDOUBLELINE ETF TRUST$5.9M3.95%120,380Trimmed
12MFEMPIMCO EQUITY SER$5.7M3.78%227,511Trimmed
13DFSVDIMENSIONAL ETF TRUST$4.7M3.13%134,316Added
14JQUAJ P MORGAN EXCHANGE TRADED F$4.2M2.77%67,905Trimmed
15TFISPDR SERIES TRUST$3.1M2.08%68,871Added
16SPTLSPDR SERIES TRUST$2.9M1.91%109,078Trimmed
17SPIBSPDR SERIES TRUST$2.7M1.81%81,137Trimmed
18IWFISHARES TR$2.2M1.46%5,165Trimmed
19USFRWISDOMTREE TR$1.6M1.04%31,187Added
20VEAVANGUARD TAX-MANAGED FDS$1.2M0.82%19,143Added
21SPYVSPDR SERIES TRUST$917,0110.61%16,207Trimmed
22FRELFIDELITY COVINGTON TRUST$841,3260.56%31,264Trimmed
23PMLPIMCO MUN INCOME FD II$598,6810.40%79,086Added
24SPXXNUVEEN S&P 500 DYNAMIC OVERW$553,3560.37%34,434New
25VTIVANGUARD INDEX FDS$531,9010.35%1,658Added

Source: SEC Form 13F filings · as of 2026-03-31