Integrated Wealth Management
All 13F Filings
- Location
- Uniontown, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 87,200
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 95 | 87,200 | 13F-HR | Integrated Wealth Management |
| Q4 2025 | 3/3/2026 | 92 | 88,955 | 13F-HR | Integrated Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.51 K | 30.4% | 0 | 36.97 K | -36.97 K |
| ETFs | 59.77 K | 68.5% | 35.55 K | 0 | 35.55 K |
| Debt | 931 | 1.1% | 0 | 14 | -14 |
| Other | 0 | 0.0% | 0 | 321 | -321 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
87,200
Holdings
95
QoQ value change ($000)
-1,755
(-2.0%)
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.