Integrated Wealth Management
13F Portfolio Filings
Most recent 13F
Q4 2025
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
Q4 2025
92
88,955
SPLG, VUG, AZBO, SIXO
13F-HR
3/3/2026
000208585326000292