Integrated Wealth Concepts LLC originally filed its 13F report for Q2 2026 on August 12, 2026. The filing was subsequently amended, with the latest update submitted on September 08, 2026. The portfolio totaled 20.52 B reflecting a +63.67% change from the prior quarter, spanning 5,904 assets. The top 10 holdings comprised 17.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3584 new positions and 13 complete exits.
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Yes. Integrated Wealth Concepts originally filed on 08/12/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 09/08/2026.
In the Q2 2026 filing, Integrated Wealth Concepts reported a managed portfolio value of 15.3 B, consisting of 2,404 individual positions.
Multiple filings indicate that Integrated Wealth Concepts updated their Q2 2026 report. The initial filing was submitted on 08/12/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Integrated Wealth Concepts bought or sold during Q2 2026, please visit Integrated Wealth Concepts's Portfolio Analysis page.