Managed by Integrated Wealth Concepts Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 |
? N/A — |
| $276.3M |
| 6.67M |
| 0.00% |
| — |
| 6 | ? N/A — | $265.7M | 6.08M | 0.00% | — |
| 7 | A AAPL — | $245.3M | 963.5K | 0.00% | — |
| 8 | I IAU — | $243.3M | 1.36M | 0.00% | — |
| 9 | A AAPL — | $240.3M | 959.5K | 0.00% | — |
| 10 | L LEO — | $230.9M | 2.17M | 0.00% | — |
| 11 | L LEO — | $225.7M | 2.01M | 0.00% | — |
| 12 | L LEO — | $221.1M | 2.02M | 0.00% | — |
| 13 | N NVDA — | $218.2M | 1.17M | 0.00% | — |
| 14 | I IAU — | $213.6M | 362.8K | 0.00% | — |
| 15 | A AAPL — | $213.5M | 916.4K | 0.00% | — |
| 16 | ? N/A — | $212.7M | 5.28M | 0.00% | — |
| 17 | ? N/A — | $209.4M | 5.41M | 0.00% | — |
| 18 | I IAU — | $209.1M | 362.5K | 0.00% | — |
| 19 | I IAU — | $204.3M | 305.3K | 0.00% | — |
| 20 | I IAU — | $204.3M | 1.15M | 0.00% | — |