StockDriftsStockDriftsTop 50 Integrated Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 7.4% | 83.8K | $7.5M | -8.84%(-8.13K) | $79.17(+13.96%) | 2026-09-30 | |
| MAYW | AIM ETF PRODUCTS TRUST | 6.51% | 186.0K | $6.6M | +2.27%(+4.13K) | $34.16(+4.22%) | 2026-09-30 | |
| JUNW | AIM ETF PRODUCTS TRUST | 4.73% | 137.8K | $4.8M | +2.29%(+3.08K) | $33.69(+4.01%) | 2026-09-30 | |
| ONEZ | ELEVATION SERIES TRUST | 4.66% | 169.2K | $4.7M | +7.26%(+11.45K) | $26.22(+6.87%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 4.34% | 48.9K | $4.4M | +3.20%(+1.52K) | $80.86(+9.85%) | 2026-09-30 | |
| SIXD | AIM ETF PRODUCTS TRUST | 3.34% | 108.1K | $3.4M | -0.37%(-403) | $29.37(+7.18%) | 2026-09-30 | |
| BILZ | PIMCO ETF TR | 2.93% | 29.5K | $3.0M | +3.82%(+1.08K) | $100.96(-0.13%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.57% | 7.8K | $2.6M | -0.30%(-24) | $263.22(+30.29%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.49% | 36.5K | $2.5M | +0.54%(+196) | $60.05(+14.84%) | 2026-09-30 | |
| JANW | AIM ETF PRODUCTS TRUST | 2.42% | 62.1K | $2.5M | +6.88%(+4.00K) | $36.82(+7.89%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.07% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.40% |
Integrated Wealth Management reports $101.57M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (7.4%), MAYW (6.5%) and JUNW (4.7%). The top 20 holdings account for 59.75% of reported assets. Its disclosed equity book has returned +9.07% cumulatively over 3 quarters. Figures reflect the Q3 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