DOSSIER · 13F-HR · Q1 2026

Integrated Investment Consultants, LLC

$471M in tracked AUM across 642 positions as of Q1 2026.

II
CIK 0001665337 · last filed Mar 31, 2026
Total AUM
$471M
as of Q1 2026
Holdings
642
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Integrated Investment Consultants, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWF
ISHARES RUSSELL 1000 GROWTH ETF
$31M72K6.5%
02
NEAR
ISHARES SHORT DURATION BOND ACTIVE ETF
$23M444K4.8%
03
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
$22M175K4.8%
04
UWMC
UWM HOLDINGS CORPORATION COM CL A
$19M5.4M4.1%
05
IWD
ISHARES RUSSELL 1000 VALUE ETF
$19M90K4.1%
06
SCHD
SCHWAB US DIVIDEND EQUITY ETF
$18M602K3.9%
07
IEFA
ISHARES CORE MSCI EAFE ETF
$18M202K3.9%
08
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
$15M132K3.1%
09
VIOV
VANGUARD S&P SMALL-CAP 600 VALUE ETF
$13M123K2.7%
10
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$11M166K2.3%

Filing history

2026Q1Mar 31
$471M 7.6%
642 positionsView →
2025Q4Dec 31
$510M 13.5%
542 positionsView →
2025Q3Sep 30
$590M 15.8%
659 positionsView →
2025Q2Jun 30
$509M 1.3%
647 positionsLocked
2025Q1Mar 31
$502M 3.6%
693 positionsLocked
2024Q4Dec 31
$485M 5.6%
639 positionsLocked
2024Q3Sep 30
$459M 26.4%
689 positionsLocked
2024Q1Mar 31
$363M 14.9%
283 positionsLocked
2023Q4Dec 31
$316M 15.0%
257 positionsLocked
2023Q3Sep 30
$275M 12.9%
254 positionsLocked
2023Q2Jun 30
$316M 0.8%
307 positionsLocked
2023Q1Mar 31
$318M 7.4%
325 positionsLocked
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