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Integrated Investment Consultants, LLC 13F Filings, Portfolio & Analysis

CIK: 0001665337
Bloomfield Hills 40950 Woodward Ave Suite 350
Zip Code: 48304
Latest Portfolio Value
$471.23 M
-3.58%
Total Holdings
263
-4
Latest Report Date
Q1 2026
Top 10 Concentration
40.37%

Integrated Investment Consultants, LLC — Portfolio Overview & Company Profile

Integrated Investment Consultants, LLC (CIK: 0001665337) is a financial institution headquartered at 40950 Woodward Ave, Suite 350, Bloomfield Hills, Michigan 48304. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $471.23 M, comprising 263 distinct securities. Over its filing history, it has submitted 47 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 40.4%. Quarterly turnover: 7.1%. ▲ 18 new, +77 added, −133 reduced, ×18 exited.

Portfolio Summary (Q1 2026)

Asset Allocation

Stocks/ETFs
-3.50%
$467.66 M 99.24%
Options
-29.79%
$150,320 0.03%
Debt
$0 0.00%
Other
-11.86%
$3.42 M 0.73%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
71,806 $30.62 M 6.50% ▼ 4,840 Reduce -6.3%
444,331 $22.59 M 4.79% ▲ 39,857 Add 9.9%
175,231 $22.45 M 4.76% ▼ 5,468 Reduce -3.0%
5.37 M $19.45 M 4.13% ▲ 4,853,060 Add 935.8%
89,963 $19.22 M 4.08% ▼ 1,149 Reduce -1.3%
601,972 $18.47 M 3.92% ▲ 14,624 Add 2.5%
201,817 $18.27 M 3.88% ▲ 4,391 Add 2.2%
132,198 $14.5 M 3.08% ▲ 10,374 Add 8.5%
123,477 $12.56 M 2.67% ▼ 2,576 Reduce -2.0%
166,101 $10.64 M 2.26% ▼ 11,368 Reduce -6.4%

Historical Portfolio Charts