Integrated Wealth Management

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Uniontown, OH
CIK
0002113155
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 91 94,676 SPLG, MAYW, JUNW, ONEZ 13F-HR 8/10/2026 000208585326000969
Q1 2026 95 87,199 SPLG, AZBO, VUG, SEPW 13F-HR 4/22/2026 000208585326000463
Q4 2025 92 88,955 SPLG, VUG, AZBO, SIXO 13F-HR 3/3/2026 000208585326000292