INTEGRATED WEALTHCARE, LLC
All 13F Filings
- Location
- Durham, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 133,853
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 29 | 133,853 | 13F-HR | INTEGRATED WEALTHCARE, LLC |
| Q1 2026 | 5/8/2026 | 28 | 119,523 | 13F-HR | INTEGRATED WEALTHCARE, LLC |
| Q4 2025 | 1/23/2026 | 28 | 118,930 | 13F-HR | INTEGRATED WEALTHCARE, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.377 K | 1.8% | 508 | 0 | 508 |
| ETFs | 131.5 K | 98.2% | 13.82 K | 0 | 13.82 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
133,853
Holdings
29
QoQ value change ($000)
14,330
(12.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.