Integrated Wealth Concepts LLC

Q4 2025 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
12/31/2025
Value ($000)
$8,417,150
Num holdings
1,599
Date filed
2/13/2026
Form type
13F-HR
Prev filing
11/14/2025
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Alliance Bernstein
2 Abner Herrman and Brock
3 Beacon Capital Managerment
4 Capital Research and Management Company
5 Clark Capital Management Group
6 Columbia Management
7 Congress Asset Management
8 Davis Select Advisors
9 Federated
10 Horizon Investments
11 JP Morgan
12 Lear Investment Management
13 Loomis Sayles
14 LPL Research
15 Manning & Napier
16 Natixis AIA
17 Natixis Loomis Sayles
18 Natixis Multi
19 Nuveen
20 Oak Ridge Investments
21 Parametric Portfolio Assoc
22 Polen Capital Management
23 Richard Bernstein ADV
24 Santa Barbara Asset Management
25 Trillium Asset Management
26 Zacks Investment Management