13F Insight
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DOSSIER · 13F-HR · Q3 2026

Integrated Wealth Management

$102M in tracked AUM across 99 positions as of Q3 2026.

IW
CIK 0002113155 · last filed Sep 30, 2026
Total AUM
$102M
as of Q3 2026
Holdings
99
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
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