StockDriftsStockDriftsTop 50 Integrated Investment Consultants LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 6.36% | 260.0K | $32.3M | -9.47%(-27.20K) | $48.94(+152.12%) | 2026-06-30 | |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 4.94% | 171.1K | $25.1M | -2.34%(-4.09K) | $91.34(+61.95%) | 2026-06-30 | |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | 4.28% | 439.0K | $21.7M | -1.19%(-5.29K) | $50.89(-0.69%) | 2026-06-30 | |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 4.02% | 84.2K | $20.4M | -6.43%(-5.79K) | $88.91(+189.41%) | 2026-06-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 3.84% | 209.5K | $19.5M | +3.83%(+7.73K) | $72.25(+40.24%) | 2026-06-30 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 3.73% | 597.7K | $19.0M | -0.71%(-4.25K) | $24.29(+41.46%) | 2026-06-30 | |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 3.44% | 141.5K | $17.5M | +7.04%(+9.30K) | $71.03(+82.04%) | 2026-06-30 | |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | 2.72% | 122.4K | $13.8M | -0.86%(-1.06K) | $88.14(+36.29%) | 2026-06-30 | |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 2.55% | 136.5K | $12.9M | +2.55%(+3.40K) | $54.47(+84.67%) | 2026-06-30 | |
| UWMC | UWM HOLDINGS CORPORATION COM CL A | 2.43% | 5.38M | $12.3M | +0.20%(+10.79K) | $5.09(-70.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.31% | +41.68% | +6.92% | +39.72% |
| Top 20 Holdings Unweighted | +14.46% | +49.95% | +8.57% | +50.88% |
Integrated Investment Consultants LLC reports $507.79M in US-listed equity holdings across 269 positions in its most recent 13F filing. Its largest disclosed positions are IWF (6.4%), IWP (4.9%) and NEAR (4.3%). The top 20 holdings account for 56.19% of reported assets. Its disclosed equity book has returned +41.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Integrated Investment Consultants LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1665337). View Integrated Investment Consultants LLC’s 13F filings on SEC