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Integrated Investment Consultants, LLC

Q2 2026 13F filing

Updated 25 days ago

637 disclosed positions worth $507.8M

Portfolio value
$507.8M
Total holdings
637
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-17

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES RUSSELL 1000 GROWTH ETF

Value
$32.3M
Shares
260.0K
% Port
6.36%
E

ISHARES RUSSELL MID-CAP GROWTH ETF

Value
$25.1M
Shares
171.1K
% Port
4.93%
E

ISHARES SHORT DURATION BOND ACTIVE ETF

Value
$21.7M
Shares
439.0K
% Port
4.28%
E

ISHARES RUSSELL 1000 VALUE ETF

Value
$20.4M
Shares
84.2K
% Port
4.02%
E

ISHARES CORE MSCI EAFE ETF

Value
$19.5M
Shares
209.5K
% Port
3.84%
S

SCHWAB US DIVIDEND EQUITY ETF

Value
$19M
Shares
597.7K
% Port
3.73%
V

VANGUARD RUSSELL 1000 GROWTH ETF

Value
$17.5M
Shares
141.5K
% Port
3.44%
V

VANGUARD S&P SMALL-CAP 600 VALUE ETF

Value
$13.8M
Shares
122.4K
% Port
2.72%
E

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

Value
$12.9M
Shares
136.5K
% Port
2.55%
U
10.UWMC

UWM HOLDINGS CORPORATION COM CL A

Value
$12.3M
Shares
5.38M
% Port
2.43%
V
11.VGES

VANGUARD FTSE DEVELOPED MARKETS ETF

Value
$11.3M
Shares
158.7K
% Port
2.23%
A
12.AAPL

APPLE INC COM

Value
$10.7M
Shares
37.1K
% Port
2.11%
S

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

Value
$10.2M
Shares
199.2K
% Port
2.01%
E
14.ETHA

ISHARES CORE S&P 500 ETF

Value
$9.3M
Shares
12.4K
% Port
1.83%
S

SCHWAB U.S. LARGE-CAP GROWTH ETF

Value
$8.5M
Shares
252.2K
% Port
1.68%
E
16.ETHA

ISHARES CORE DIVIDEND GROWTH ETF

Value
$8.4M
Shares
110.8K
% Port
1.65%
E
17.ETHA

ISHARES RUSSELL 2000 VALUE ETF

Value
$7.9M
Shares
35.8K
% Port
1.56%
M
18.MSFT

MICROSOFT CORP COM

Value
$7.6M
Shares
20.5K
% Port
1.50%
V
19.VGES

VANGUARD RUSSELL 1000 VALUE ETF

Value
$7.1M
Shares
72.1K
% Port
1.41%
Q
20.QQQ

INVESCO QQQ TRUST SERIES I

Value
$6.7M
Shares
9.1K
% Port
1.31%
V
21.VGES

VANGUARD MORNINGSTAR VALUE ETF

Value
$6.5M
Shares
30.0K
% Port
1.29%
J

JPMORGAN CHASE & CO COM

Value
$5.9M
Shares
18.0K
% Port
1.16%
E
23.ETHA

ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF

Value
$5.7M
Shares
113.7K
% Port
1.13%
G

ALPHABET INC CAP STK CL A

Value
$5.4M
Shares
15.1K
% Port
1.06%
E
25.ETHA

ISHARES CORE MSCI EMERGING MARKETS ETF

Value
$5M
Shares
60.5K
% Port
0.99%
E
26.ETHA

ISHARES MSCI EMERGING MARKETS ETF

Value
$4.3M
Shares
62.4K
% Port
0.84%
V
27.VGES

VANGUARD S&P 500 ETF

Value
$4.2M
Shares
31.2K
% Port
0.83%
C
28.CSCO

CISCO SYS INC COM

Value
$4M
Shares
34.0K
% Port
0.79%
L
29.LLY

ELI LILLY & CO COM

Value
$3.9M
Shares
3.2K
% Port
0.77%
A
30.ABBV

ABBVIE INC COM

Value
$3.5M
Shares
13.8K
% Port
0.68%
I
31.IBM

INTERNATIONAL BUSINESS MACHS COM

Value
$3.4M
Shares
12.2K
% Port
0.67%
M
32.MRK

MERCK & CO INC COM

Value
$3.4M
Shares
26.6K
% Port
0.67%
B

BANK OF AMER CORP COM

Value
$2.8M
Shares
49.1K
% Port
0.55%
J
34.JNJ

JOHNSON & JOHNSON COM

Value
$2.7M
Shares
10.7K
% Port
0.54%
B

BERKSHIRE HATHAWAY INC DEL CL B NEW

Value
$2.7M
Shares
5.4K
% Port
0.53%
E
36.ETHA

ISHARES CORE U.S. AGGREGATE BOND ETF

Value
$2.7M
Shares
26.9K
% Port
0.52%
W
37.WMT

WALMART INC COM

Value
$2.5M
Shares
22.0K
% Port
0.49%
R
38.RTX

RTX CORPORATION COM

Value
$2.5M
Shares
13.1K
% Port
0.49%
I
39.ITW

ILLINOIS TOOL WKS INC COM

Value
$2.5M
Shares
9.1K
% Port
0.48%
X
40.XOM

EXXONMOBIL HOLDINGS CORP COM SHS

Value
$2.4M
Shares
17.9K
% Port
0.48%
E
41.ETHA

ISHARES MSCI EAFE ETF

Value
$2.3M
Shares
22.3K
% Port
0.46%
A
42.AMZN

AMAZON COM INC COM

Value
$2.3M
Shares
9.6K
% Port
0.45%
M
43.MCD

MCDONALDS CORP COM

Value
$2.1M
Shares
7.7K
% Port
0.41%
M
44.META

META PLATFORMS INC CL A

Value
$2.1M
Shares
3.7K
% Port
0.41%
A
45.AFL

AFLAC INC COM

Value
$2M
Shares
17.4K
% Port
0.40%
P
46.PEP

PEPSICO INC COM

Value
$1.9M
Shares
14.2K
% Port
0.38%
E
47.EMR

EMERSON ELEC CO COM

Value
$1.9M
Shares
13.3K
% Port
0.38%
G

ALPHABET INC CAP STK CL C

Value
$1.9M
Shares
5.3K
% Port
0.37%
A
49.ABT

ABBOTT LABORATORIES COM

Value
$1.6M
Shares
17.5K
% Port
0.31%
S
50.SUI

SUN CMNTYS INC COM

Value
$1.6M
Shares
13.1K
% Port
0.31%