Integrated Wealthcare, LLC reported 29 holdings worth US$134M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Integrated Wealthcare, LLC reported 29 holdings worth US$134M as of Jun 30, 2026. Largest: Pinnacle Financial Partners, Inc., Apple Inc and Smartstop Self Storage Reit, Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 29
- Value as reported
- US$134M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Pinnacle Financial Partners, Inc. | 6,772 | US$683K | 0.51% |
| Apple Inc | 1,908 | US$552K | 0.41% |
| Smartstop Self Storage Reit, Inc. | 10,039 | US$326K | 0.24% |
| Phillips Edison & Company, Inc. | 7,457 | US$310K | 0.23% |
| Kla Corporation | 970 | US$293K | 0.22% |
| Independence Realty Trust, Inc. | 12,790 | US$213K | 0.16% |