StockDriftsStockDriftsTop 50 Integrated Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 8.53% | 91.9K | $8.1M | +29.81%(+21.10K) | $79.17(+14.99%) | 2026-06-30 | |
| MAYW | AIM ETF PRODUCTS TRUST | 6.68% | 181.9K | $6.3M | new | $34.14(+3.60%) | 2026-06-30 | |
| JUNW | AIM ETF PRODUCTS TRUST | 4.89% | 134.7K | $4.6M | new | $33.67(+3.81%) | 2026-06-30 | |
| ONEZ | ELEVATION SERIES TRUST | 4.6% | 157.7K | $4.4M | +186.28%(+102.63K) | $26.11(+8.45%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.31% | 47.4K | $4.1M | -2.91%(-1.42K) | $80.62(+10.47%) | 2026-06-30 | |
| SIXD | AIM ETF PRODUCTS TRUST | 3.53% | 108.5K | $3.3M | new | $29.37(+7.35%) | 2026-06-30 | |
| BILZ | PIMCO ETF TR | 3.03% | 28.4K | $2.9M | +178.37%(+18.21K) | $100.96(-0.20%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.61% | 36.3K | $2.5M | -1.79%(-663) | $60.01(+16.69%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.46% | 10.7K | $2.3M | -7.53%(-871) | $188.74(+19.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.41% | 7.9K | $2.3M | -2.11%(-170) | $263.22(+16.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.23% |
Integrated Wealth Management reports $94.68M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (8.5%), MAYW (6.7%) and JUNW (4.9%). The top 20 holdings account for 62.23% of reported assets. Its disclosed equity book has returned +6.25% cumulatively over 2 quarters. 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 Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2113155). View Integrated Wealth Management’s 13F filings on SEC