Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Integrated Investment Consultants, LLC (CIK 1665337) reported $509.9M across 256 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: IWF ($36.3M, 7.11%), IWP ($24.7M, 4.85%), UWMC ($23.4M, 4.59%), NEAR ($20.7M, 4.05%), IWD ($19.2M, 3.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $36.3M | 7.11% | 76,646 | Trimmed |
| 2 | IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $24.7M | 4.85% | 180,699 | Trimmed |
| 3 | UWMC | UWM HOLDINGS CORPORATION COM CL A | $23.4M | 4.59% | 5.3M | Trimmed |
| 4 | NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $20.7M | 4.05% | 404,474 | Added |
| 5 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $19.2M | 3.76% | 91,112 | Trimmed |
| 6 | IEFA | ISHARES CORE MSCI EAFE ETF | $17.7M | 3.46% | 197,426 | Added |
| 7 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $16.1M | 3.16% | 587,348 | Added |
| 8 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $14.8M | 2.91% | 121,824 | Trimmed |
| 9 | MSFT | MICROSOFT CORP COM | $12.6M | 2.46% | 25,978 | Added |
| 10 | VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $12.3M | 2.42% | 126,053 | Added |
| 11 | AAPL | APPLE INC COM | $11.3M | 2.22% | 41,609 | Trimmed |
| 12 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $11.1M | 2.17% | 177,469 | Trimmed |
| 13 | IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $10.0M | 1.96% | 124,994 | Trimmed |
| 14 | IVV | ISHARES CORE S&P 500 ETF | $10.0M | 1.96% | 14,585 | Trimmed |
| 15 | SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $8.9M | 1.74% | 189,201 | Added |
| 16 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $8.4M | 1.64% | 256,488 | Trimmed |
| 17 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $7.7M | 1.52% | 111,559 | Added |
| 18 | IWN | ISHARES RUSSELL 2000 VALUE ETF | $6.8M | 1.33% | 37,480 | Added |
| 19 | GOOGL | ALPHABET INC CAP STK CL A | $6.8M | 1.33% | 21,638 | Trimmed |
| 20 | VTV | VANGUARD VALUE ETF | $6.5M | 1.28% | 34,041 | Trimmed |
| 21 | QQQ | INVESCO QQQ TRUST SERIES I | $6.3M | 1.23% | 10,184 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO COM | $5.9M | 1.16% | 18,396 | Trimmed |
| 23 | VOO | VANGUARD S&P 500 ETF | $5.3M | 1.04% | 8,421 | Added |
| 24 | VONV | VANGUARD RUSSELL 1000 VALUE ETF | $5.2M | 1.03% | 56,863 | Added |
| 25 | SKY | CHAMPION HOMES INC COM | $5.2M | 1.02% | 61,461 | Hold |
Source: SEC Form 13F filings · as of 2025-12-31