Arkolith/Funds/Integrated Investment Consultants, LLC

Integrated Investment Consultants, LLC

CIK 1665337
Holdings as of Jun 30, 2026·disclosed Aug 17, 2026·~48-day 13F lag·13F-HR
Active Filer

Integrated Investment Consultants, LLC holds a diversified book of 269 stocks worth $507.6M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Ishares Russell Mid-Cap Grow. Their largest long position is Ishares Russell 1000 Growth at 6% of the equity book. They also disclosed $172K in call options (bullish), shown separately below and excluded from the equity book.

Opened
43
bought for the first time
Added to
63
already held, bought more
Trimmed
137
sold some, still holds it
Sold out
21
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
38%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

39% mapped to company sectors

ETF / fund or unclassified
61%
Information Technology
14%
Financials
8%
Health Care
5%
Industrials
4%
Consumer Discretionary
3%
Materials
2%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Integrated Investment Consultants, LLC

Manager / fundShared namesTheir $ in those
Arax Advisory Partners80 / 80$4.0B
MORGAN STANLEY79 / 80$614.9B
JPMORGAN CHASE & CO79 / 80$537.2B
WELLS FARGO & COMPANY/MN79 / 80$187.7B
ROYAL BANK OF CANADA79 / 80$169.8B
UBS Group AG79 / 80$164.3B
ENVESTNET ASSET MANAGEMENT INC79 / 80$120.0B
RAYMOND JAMES FINANCIAL INC79 / 80$117.2B

Ranked by how many of Integrated Investment Consultants, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

269 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Russell 1000 Growth ETF
ETF
$32.3M260.0K
6.4%
+262%
Added · +188K sh
2Ishares Russell Mid-Cap Growth ETF
ETF
$25.1M171.1K
4.9%
−2.3%
Reduced · −4K sh
3Ishares Short Duration Bond Active ETF
ETF
$21.7M439.0K
4.3%
−1.2%
Reduced · −5K sh
4Ishares Russell 1000 Value ETF
ETF
$20.4M84.2K
4.0%
−6.4%
Reduced · −6K sh
5Ishares Core Msci Eafe ETF
ETF
$19.5M209.5K
3.8%
+3.8%
Added · +8K sh
6Schwab US Dividend Equity ETF
ETF
$19.0M597.7K
3.7%
−0.7%
Reduced · −4K sh
7Vanguard Russell 1000 Growth ETF
ETF
$17.5M141.5K
3.4%
+7.0%
Added · +9K sh
8Vanguard S&P Small-Cap 600 Value ETF
ETF
$13.8M122.4K
2.7%
−0.9%
Reduced · −1K sh
9Ishares Morningstar Mid-Cap Growth ETF
ETF
$12.9M136.5K
2.5%
+2.5%
Added · +3K sh
10Uwm Holdings Corporation Com CL A
Stock
$12.3M5.38M
2.4%
+0.2%
Added · +11K sh
11Apple Inc Com
Stock
$11.9M41.2K
2.3%
−0.8%
Reduced · −333 sh
12Vanguard Ftse Developed Markets ETF
ETF
$11.3M158.7K
2.2%
−4.5%
Reduced · −7K sh
13State Street SPDR Portfolio Emerging Markets ETF
ETF
$10.2M199.2K
2.0%
+0.4%
Added · +860 sh
14Ishares Core S&P 500 ETF
ETF
$9.3M12.4K
1.8%
−1.9%
Reduced · −238 sh
15Microsoft Corp Com
Stock
$9.2M24.6K
1.8%
+0.9%
Added · +229 sh
16Schwab U.S. Large-Cap Growth ETF
ETF
$8.5M252.2K
1.7%
−0.5%
Reduced · −1K sh
17Ishares Core Dividend Growth ETF
ETF
$8.4M110.8K
1.7%
−1.4%
Reduced · −2K sh
18Ishares Russell 2000 Value ETF
ETF
$7.9M35.8K
1.6%
+6.7%
Added · +2K sh
19Vanguard Russell 1000 Value ETF
ETF
$7.1M72.1K
1.4%
+17%
Added · +11K sh
20Alphabet Inc Cap STK CL A
Stock
$6.8M19.1K
1.3%
−3.6%
Reduced · −712 sh
21Invesco QQQ Trust Series I
ETF
$6.7M9.1K
1.3%
+2.5%
Added · +225 sh
22Vanguard Morningstar Value ETF
ETF
$6.5M30.0K
1.3%
−7.5%
Reduced · −2K sh
23JPMorgan Chase & Co Com
Stock
$6.0M18.4K
1.2%
~0%
Added · +5 sh
24Ishares Short Maturity Municipal Bond Active ETF
ETF
$5.7M113.7K
1.1%
+32%
Added · +27K sh
25Ishares Core Msci Emerging Markets ETF
ETF
$5.0M60.5K
1.0%
+0.4%
Added · +239 sh
26Ishares Msci Emerging Markets ETF
ETF
$4.3M62.4K
0.8%
+1.7%
Added · +1K sh
27Eli Lilly & Co Com
Stock
$4.3M3.5K
0.8%
−0.3%
Reduced · −9 sh
28Vanguard S&P 500 ETF
ETF
$4.2M31.2K
0.8%
+405%
Added · +25K sh
29Cisco Sys Inc Com
Stock
$4.1M34.5K
0.8%
−7.9%
Reduced · −3K sh
30Amazon Com Inc Com
Stock
$3.9M16.4K
0.8%
+0.6%
Added · +98 sh
31Merck & Co Inc Com
Stock
$3.5M27.5K
0.7%
−0.2%
Reduced · −49 sh
32Abbvie Inc Com
Stock
$3.5M14.0K
0.7%
−1.3%
Reduced · −187 sh
33International Business Machs Com
Stock
$3.5M12.3K
0.7%
+0.1%
Added · +17 sh
34Nvidia Corporation Com
Stock
$3.1M15.6K
0.6%
+1.9%
Added · +293 sh
35Berkshire Hathaway Inc Del CL B New
Stock
$2.9M5.8K
0.6%
−0.4%
Reduced · −26 sh
36Johnson & Johnson Com
Stock
$2.9M11.3K
0.6%
~0%
Reduced · −1 sh
37Bank Of Amer Corp Com
Stock
$2.9M50.2K
0.6%
~0%
Added · +6 sh
38Illinois Tool WKS Inc Com
Stock
$2.7M9.9K
0.5%
−0.2%
Reduced · −22 sh
39Ishares Core U.S. Aggregate Bond ETF
ETF
$2.7M26.9K
0.5%
+1.4%
Added · +365 sh
40Walmart Inc Com
Stock
$2.6M23.4K
0.5%
−0.3%
Reduced · −66 sh
41RTX Corporation Com
Stock
$2.5M13.3K
0.5%
−0.1%
Reduced · −7 sh
42Meta Platforms Inc CL A
Stock
$2.5M4.4K
0.5%
−2.0%
Reduced · −90 sh
43ExxonMobil Holdings Corp Com SHS
Stock
$2.5M18.0K
0.5%
New
New position
44Alphabet Inc Cap STK CL C
Stock
$2.4M6.9K
0.5%
−8.4%
Reduced · −633 sh
45Ishares Msci Eafe ETF
ETF
$2.3M22.3K
0.5%
+8.3%
Added · +2K sh
46McDonalds Corp Com
Stock
$2.1M7.9K
0.4%
+2.1%
Added · +159 sh
47Aflac Inc Com
Stock
$2.0M17.5K
0.4%
Held
48Pepsico Inc Com
Stock
$1.9M14.2K
0.4%
+0.2%
Added · +26 sh
49Emerson Elec Co Com
Stock
$1.9M13.3K
0.4%
Held
50Abbott Laboratories Com
Stock
$1.7M18.4K
0.3%
−1.4%
Reduced · −258 sh
Showing 50 of 269 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$172K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishENOVIX CORPENVX$158K26K
CALL · bullishINTEL CORPINTC$14K100

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 17, 2026637$507.8M13F-HR
Q1 2026Mar 31, 2026Jun 1, 2026642$471.2M13F-HR
Q4 2025Dec 31, 2025Mar 3, 2026542$509.9M13F-HR/A
Q3 2025Sep 30, 2025Nov 18, 2025659$589.7M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025647$509.1M13F-HR
Q1 2025Mar 31, 2025May 14, 2025694$502.3M13F-HR/A
Q4 2024Dec 31, 2024Feb 14, 2025639$485.0M13F-HR/A
Q3 2024Sep 30, 2024Nov 12, 2024689$459.3M13F-HR
Q2 2024Jun 30, 2024Jul 19, 2024283$363.4M13F-HR
Q1 2024Mar 31, 2024Apr 18, 2024283$363.4M13F-HR
Q4 2023Dec 31, 2023May 28, 2024257$316.4M13F-HR/A
Q3 2023Sep 30, 2023May 28, 2024254$275.2M13F-HR/A
Q2 2023Jun 30, 2023Jul 18, 2023307$315.8M13F-HR
Q1 2023Mar 31, 2023Jul 18, 2023325$318.4M13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023291$296.3M13F-HR
Q3 2022Sep 30, 2022Nov 21, 2022265$251.7M13F-HR
Q2 2022Jun 30, 2022Jul 19, 2022273$276.5M13F-HR
Q1 2022Mar 31, 2022May 16, 2022329$368.2M13F-HR
Q4 2021Dec 31, 2021Jan 10, 2022332$374.8M13F-HR
Amended / restated
  • Q4 2025 · filed Feb 5, 202613F-HR · superseded
  • Q1 2025 · filed May 7, 202513F-HR · superseded
  • Q4 2024 · filed Jan 15, 202513F-HR · superseded
  • Q4 2023 · filed Jan 23, 202413F-HR · superseded
  • Q3 2023 · filed Oct 17, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.