Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC filed Q1 2026 13F-HR with $12.5B in disclosed U.S. equity holdings The portfolio is led by Unknown exposure, with top positions including BKLC (2.9%), ACIO (2.6%), AAPL (2.1%). Quarter-over-quarter activity shows 9 new entries and 9 exits, with a net additive posture across 59 changed positions. Notable reduction: GSEW (0.9% reduction) (GOLDMAN SACHS).