DOSSIER · 13F-HR · Q2 2026

Integrated Investment Consultants, LLC

$508M in tracked AUM across 636 positions as of Q2 2026.

II
CIK 0001665337 · last filed Jun 30, 2026
Total AUM
$508M
as of Q2 2026
Holdings
636
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Integrated Investment Consultants, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IWF
ISHARES RUSSELL 1000 GROWTH ETF
$32M260K6.4%
02
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
$25M171K4.9%
03
NEAR
ISHARES SHORT DURATION BOND ACTIVE ETF
$22M439K4.3%
04
IWD
ISHARES RUSSELL 1000 VALUE ETF
$20M84K4.0%
05
IEFA
ISHARES CORE MSCI EAFE ETF
$19M210K3.8%
06
SCHD
SCHWAB US DIVIDEND EQUITY ETF
$19M598K3.7%
07
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
$17M142K3.4%
08
VIOV
VANGUARD S&P SMALL-CAP 600 VALUE ETF
$14M122K2.7%
09
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
$13M136K2.5%
10
UWMC
UWM HOLDINGS CORPORATION COM CL A
$12M5.4M2.4%

Filing history

2026Q2Jun 30
$508M▲ 7.8%
636 positionsView →
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
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