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Integrated Wealthcare

Latest statistics and disclosures from Integrated Wealthcare's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001962105

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Portfolio Holdings for Integrated Wealthcare

Integrated Wealthcare holds 28 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	19.5	$23M	48k	487.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	13.5	$16M	258k	62.47	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	8.3	$9.9M	254k	39.11	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	7.5	$9.0M	195k	46.04	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	6.4	$7.7M	100k	77.02	View chart
Vanguard Index Fds Value Etf (VTV)	6.4	$7.6M	40k	190.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.5	$6.5M	20k	335.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.3	$6.3M	95k	66.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.4	$5.2M	69k	75.44	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	4.3	$5.2M	196k	26.34	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.4	$4.0M	101k	39.59	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	2.5	$2.9M	22k	132.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.0	$2.4M	8.1k	302.11	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.7	$2.0M	58k	34.46	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.5	$1.8M	31k	56.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$1.5M	30k	50.29	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	1.2	$1.5M	19k	74.88	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	1.2	$1.4M	32k	42.94	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.6	$663k	16k	41.62	View chart
Synovus Finl Corp Com New (SNV)	0.5	$638k	13k	50.05	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$617k	6.6k	93.97	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.5	$614k	13k	48.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$564k	2.7k	211.79	View chart
Apple (AAPL)	0.4	$524k	1.9k	271.86	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$360k	1.4k	251.17	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.3	$325k	11k	30.94	View chart
Phillips Edison & Co Common Stock (PECO)	0.2	$265k	7.5k	35.57	View chart
Independence Realty Trust In (IRT)	0.2	$241k	14k	17.48	View chart

Past Filings by Integrated Wealthcare

SEC 13F filings are viewable for Integrated Wealthcare going back to 2025

Integrated Wealthcare 2025 Q4 filed Jan. 23, 2026

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