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 Wealth Concepts LLC (CIK 1737109) reported $12.54B across 2,262 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BKLC ($360.7M, 2.88%), ACIO ($329.7M, 2.63%), AAPL ($257.3M, 2.05%), IVV ($233.6M, 1.86%), NVDA ($214.9M, 1.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BKLC | BNY MELLON | $360.7M | 2.88% | 2.9M | Added |
| 2 | ACIO | APTUS COLLARED | $329.7M | 2.63% | 7.9M | Added |
| 3 | AAPL | APPLE INC | $257.3M | 2.05% | 1.0M | Added |
| 4 | IVV | ISHARES CORE | $233.6M | 1.86% | 357,617 | Added |
| 5 | NVDA | NVIDIA CORP | $214.9M | 1.71% | 1.2M | Added |
| 6 | DRSK | APTUS DEFINED | $202.1M | 1.61% | 7.4M | Added |
| 7 | BBIN | JPMORGAN BETABUILDERS | $169.3M | 1.35% | 2.3M | Added |
| 8 | QUAL | ISHARES MSCI | $150.6M | 1.20% | 785,050 | Added |
| 9 | SPY | STATE STREET | $148.9M | 1.19% | 228,905 | Added |
| 10 | MSFT | MICROSOFT CORP | $133.6M | 1.07% | 360,796 | Added |
| 11 | DFAC | DIMENSIONAL US | $122.1M | 0.97% | 3.1M | Added |
| 12 | VOO | VANGUARD S&P | $114.3M | 0.91% | 191,231 | Added |
| 13 | QQQ | INVESCO QQQ | $113.4M | 0.90% | 196,414 | Added |
| 14 | SPLG | STATE STREET | $111.1M | 0.89% | 1.5M | Added |
| 15 | IDME | APTUS INTL | $111.5M | 0.89% | 4.5M | Added |
| 16 | AMZN | AMAZON COM | $109.7M | 0.87% | 526,571 | Added |
| 17 | BND | VANGUARD TOTAL | $105.0M | 0.84% | 1.4M | Added |
| 18 | SPYG | STATE STREET | $105.1M | 0.84% | 1.1M | Added |
| 19 | DYNF | ISHARES U S | $102.7M | 0.82% | 1.8M | Added |
| 20 | GSEW | GOLDMAN SACHS | $101.6M | 0.81% | 1.2M | Trimmed |
| 21 | DUBS | APTUS LARGE | $92.2M | 0.74% | 2.6M | Added |
| 22 | OSCV | OPUS SMALL | $91.2M | 0.73% | 2.3M | Added |
| 23 | SCHX | SCHWAB US | $89.4M | 0.71% | 3.5M | Added |
| 24 | SPYV | STATE STREET | $83.9M | 0.67% | 1.5M | Added |
| 25 | IEMG | ISHARES CORE | $77.2M | 0.62% | 1.1M | Added |
Source: SEC Form 13F filings · as of 2026-03-31