Integrated Wealth Management
All 13F Filings
- Location
- Uniontown, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 94,677
- 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 | 8/10/2026 | 91 | 94,677 | 13F-HR | Integrated Wealth Management |
| 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 | 19.61 K | 20.7% | 0 | 6.896 K | -6.896 K |
| ETFs | 74.25 K | 78.4% | 14.48 K | 0 | 14.48 K |
| Debt | 817 | 0.9% | 0 | 114 | -114 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
94,677
Holdings
91
QoQ value change ($000)
7,477
(8.6%)
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.