Holdings
Integrated Wealth Concepts LLC
As of Jun 30, 2026, Integrated Wealth Concepts LLC reported 3,392 positions worth US$5.05B. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 1.36M | US$393M | +345K | Jun 30, 2026 |
| Nvidia Corporation | 1.6M | US$319M | +364K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 552K | US$197M | +115K | Jun 30, 2026 |
| Microsoft Corp. | 505K | US$188M | +144K | Jun 30, 2026 |
| Amazon.com, Inc. | 736K | US$175M | +210K | Jun 30, 2026 |
| Broadcom Inc. | 250K | US$94.6M | +121K | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 288K | US$94.2M | +90,297 | Jun 30, 2026 |
| Tesla, Inc. | 178K | US$74.7M | +40,744 | Jun 30, 2026 |
| Eli Lilly And Company | 60,927 | US$73.1M | +21,759 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 125K | US$62.7M | +20,567 | Jun 30, 2026 |