Integrated Investment Consultants, LLC
CIK 1665337 · Holdings on Jun 30, 2026 · First reported Aug 17, 2026
Top ten holdings
Q2 2026- IWF6.36%
- IWP4.94%
- NEAR4.28%
- IWD4.02%
- IEFA3.84%
- SCHD3.73%
- VONG3.44%
- VIOV2.72%
- IMCG2.55%
- UWMC2.43%
Share classes counted separately38.31%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- UWMCWeight decreased · -1.70 pp4.13% → 2.43%Shares +10.79K (+0.20%)
- NEARWeight decreased · -0.51 pp4.79% → 4.28%Shares -5.29K (-1.19%)
- VONGWeight increased · +0.36 pp3.08% → 3.44%Shares +9.30K (+7.04%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWFISHARES RUSSELL 1000 GROWTHETF View history and evidence | $32.29M | 6.36% | 260.03K shares | 6.50% → 6.36%-0.14 pp +188.22K (+262.12%) | Added | ▾ |
| 02 | IWPISHARES RUSSELL MID-CAP GROWETF View history and evidence | $25.06M | 4.94% | 171.14K shares | 4.77% → 4.94%+0.17 pp -4.09K (-2.34%) | Reduced | ▾ |
| 03 | NEARISHARES SH DBA ETF USD INCETF View history and evidence | $21.72M | 4.28% | 439.04K shares | 4.79% → 4.28%-0.51 pp -5.29K (-1.19%) | Reduced | ▾ |
| 04 | IWDISHARES RUSSELL 1000 VALUE EETF View history and evidence | $20.41M | 4.02% | 84.18K shares | 4.08% → 4.02%-0.06 pp -5.79K (-6.43%) | Reduced | ▾ |
| 05 | IEFAISHARES CORE MSCI EAFE ETFETF View history and evidence | $19.50M | 3.84% | 209.55K shares | 3.88% → 3.84%-0.04 pp +7.73K (+3.83%) | Added | ▾ |
| 06 | SCHDSCHWAB US DVD EQUITY ETFETF View history and evidence | $18.95M | 3.73% | 597.72K shares | 3.92% → 3.73%-0.19 pp -4.25K (-0.71%) | Reduced | ▾ |
| 07 | VONGVANGUARD RUSSELL 1000 GROWTHETF View history and evidence | $17.46M | 3.44% | 141.50K shares | 3.08% → 3.44%+0.36 pp +9.30K (+7.04%) | Added | ▾ |
| 08 | VIOVVANGUARD S&P SMALL-CAP 600 VETF View history and evidence | $13.83M | 2.72% | 122.41K shares | 2.67% → 2.72%+0.05 pp -1.06K (-0.86%) | Reduced | ▾ |
| 09 | IMCGISHARES MORNINGSTAR MID-CAPETF View history and evidence | $12.94M | 2.55% | 136.47K shares | 2.23% → 2.55%+0.32 pp +3.40K (+2.55%) | Added | ▾ |
| 10 | UWMCUWM HOLDINGS CORPStock View history and evidence | $12.33M | 2.43% | 5.38M shares | 4.13% → 2.43%-1.70 pp +10.79K (+0.20%) | Added | ▾ |
Options overlay 2
$171.78K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
ENVXENOVIX CORPStock View history and evidence | Call | 26.00K | $157.82K | +5.50K (+26.83%) | ▾ |
INTCINTEL CORPStock View history and evidence | Call | 100 | $13.96K | -900 (-90.00%) | ▾ |
2 / 2 options · preview only
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -18,177 | -$3.08M | SEC filing ↗ | SEC filing ↗ |
| SCO PROSHARES ULTRASHORT BLOOMBE | Non-derivative | -113,747 | -$946.38K | SEC filing ↗ | SEC filing ↗ |
| VCSH VANGUARD S/T CORP BOND ETF | Non-derivative | -7,437 | -$589.53K | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1665337 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 507791308
}Research all 271 reported holdings.
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