INTEGRATED WEALTHCARE, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Durham, NC
CIK
0001962105
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
28
119,523
VUG, VEA, HMOP, FBND
13F-HR
5/8/2026
000195175726000809
Q4 2025
28
118,929
VUG, VEA, HMOP, FBND
13F-HR
1/23/2026
000195175726000278