Notify me when Integrated Investment Consultants, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 262 | $509,648,989 | +$39,102,247 | -$116,174,156 | -$77,071,909 | IWF, IWP, UWMC, NEAR, IWD | Restatement | 03 Mar 2026, 12:39 |
| Q3 2025 | 327 | $588,378,062 | +$76,737,273 | -$29,045,356 | +$47,691,917 | IWF, IWP, UWMC, IWD, NEAR | 13F-HR | 18 Nov 2025, 13:59 |
| Q2 2025 | 319 | $507,935,110 | +$34,559,128 | -$70,137,550 | -$35,578,422 | IWF, IWP, IWD, NEAR, IEFA | 13F-HR | 14 Aug 2025, 09:58 |
| Q1 2025 | 319 | $500,011,254 | +$69,077,608 | -$34,824,541 | +$34,253,067 | IWF, IWP, SKY, SCHD, IWD | Restatement | 14 May 2025, 12:05 |
| Q4 2024 | 296 | $481,807,112 | +$115,247,124 | -$38,655,257 | +$76,591,867 | IWF, IWP, SCHD, IWD, IEFA | Restatement | 14 Feb 2025, 13:25 |
| Q3 2024 | 404 | $408,857,403 | +$73,571,616 | -$47,935,616 | +$25,636,000 | IWF, IWP, SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY, IWD, SCHD | 13F-HR | 12 Nov 2024, 08:56 |
| Q2 2024 | 259 | $348,198,387 | $0 | $0 | $0 | IWF, IWP, SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY, IWD, SCHD | 13F-HR | 19 Jul 2024, 11:12 |
| Q1 2024 | 259 | $363,397,547 | +$37,250,285 | -$12,874,776 | +$24,375,509 | IWF, IWP, SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY, IWD, SCHD | 13F-HR | 18 Apr 2024, 11:23 |
| Q4 2023 | 234 | $316,356,054 | +$30,755,027 | -$19,214,911 | +$11,540,116 | IWF, IWP, SCHD, IWD, IEFA | Restatement | 28 May 2024, 11:31 |
| Q3 2023 | 225 | $275,155,958 | +$11,281,183 | -$40,549,731 | -$29,268,548 | IWF, SCHD, IWP, IWD, IMCG | Restatement | 28 May 2024, 11:30 |
| Q2 2023 | 266 | $315,778,237 | +$13,531,003 | -$30,602,417 | -$17,071,414 | IWF, SCHD, IWP, IWD, SKY | 13F-HR | 18 Jul 2023, 16:49 |
| Q1 2023 | 271 | $318,015,992 | +$20,933,456 | -$21,956,821 | -$1,023,365 | IWP, IWF, IVV, SCHD, SKY | 13F-HR | 18 Jul 2023, 17:06 |
| Q4 2022 | 247 | $296,012,694 | +$53,071,699 | -$26,778,476 | +$26,293,223 | IWP, SCHD, IWF, IVV, IWD | 13F-HR | 13 Feb 2023, 19:01 |
| Q3 2022 | 225 | $251,185,000 | +$18,908,477 | -$25,786,161 | -$6,877,684 | IWF, IWP, IWD, IVV, SCHD | 13F-HR | 21 Nov 2022, 13:54 |
| Q2 2022 | 233 | $275,939,000 | +$19,509,244 | -$50,602,832 | -$31,093,588 | IWF, IWP, IWD, IVV, SCHD | 13F-HR | 19 Jul 2022, 13:43 |
| Q1 2022 | 287 | $356,562,000 | +$38,971,471 | -$36,021,274 | +$2,950,197 | IWF, IWP, IWD, IVV, IAU | 13F-HR | 16 May 2022, 11:17 |
| Q4 2021 | 291 | $373,884,000 | +$54,307,948 | -$40,604,593 | +$13,703,355 | IWF, IWP, IWD, IVV, IAU | 13F-HR | 10 Jan 2022, 14:16 |
| Q3 2021 | 282 | $340,520,000 | +$19,626,308 | -$13,377,349 | +$6,248,959 | IWF, IWP, IWD, GVI, IAU | 13F-HR | 28 Oct 2021, 12:56 |
| Q2 2021 | 281 | $337,301,000 | +$50,902,661 | -$16,518,818 | +$34,383,843 | IWF, IWP, IWD, GVI, IAU | 13F-HR | 21 Jul 2021, 15:55 |
| Q1 2021 | 254 | $289,936,000 | +$43,372,379 | -$25,835,380 | +$17,536,999 | IWF, IWD, IWP, GVI, IAU | 13F-HR | 20 Apr 2021, 14:36 |
| Q4 2020 | 239 | $261,851,000 | +$37,400,863 | -$6,414,701 | +$30,986,162 | IWF, IWP, IWD, IAU, IVV | 13F-HR | 09 Feb 2021, 14:17 |
| Q3 2020 | 202 | $211,220,000 | +$26,628,947 | -$40,539,813 | -$13,910,866 | IWF, IWP, IWD, IAU, IVV | 13F-HR | 26 Oct 2020, 16:59 |
| Q2 2020 | 170 | $206,455,000 | +$20,899,472 | -$13,388,696 | +$7,510,776 | IWF, IWP, IWD, SDCCQ, IAU | 13F-HR | 04 Aug 2020, 14:24 |
| Q1 2020 | 144 | $161,220,000 | +$24,155,552 | -$32,989,140 | -$8,833,588 | IWF, IWD, IWP, SDCCQ, VEA | 13F-HR | 22 May 2020, 17:30 |
| Q4 2019 | 181 | $215,704,000 | +$22,563,762 | -$5,930,310 | +$16,633,452 | IWF, IWD, IWP, IWN, IVV | 13F-HR | 29 Jan 2020, 12:41 |
| Q3 2019 | 159 | $193,642,000 | +$9,436,538 | -$12,150,191 | -$2,713,653 | IWF, IWD, IWP, IWN, IVV | 13F-HR | 21 Oct 2019, 16:25 |
| Q2 2019 | 153 | $194,683,000 | +$6,965,404 | -$4,890,349 | +$2,075,055 | IWF, IWD, IWP, IWN, IVV | 13F-HR | 16 Jul 2019, 09:26 |
| Q1 2019 | 150 | $187,527,000 | +$13,445,452 | -$36,014,797 | -$22,569,345 | IWF, IWD, IWP, IWN, IVV | 13F-HR | 26 Apr 2019, 12:51 |
| Q4 2018 | 160 | $186,739,000 | +$20,678,133 | -$15,046,074 | +$5,632,059 | IWF, IWD, IVV, IWP, IWN | 13F-HR | 04 Feb 2019, 15:16 |
| Q3 2018 | 182 | $206,057,000 | +$9,316,264 | -$3,059,245 | +$6,257,019 | IWF, IWD, IVV, IWP, IWN | 13F-HR | 29 Oct 2018, 10:09 |
| Q2 2018 | 164 | $191,029,000 | +$1,254,343 | -$67,459,377 | -$66,205,034 | IWF, IWD, IVV, IWP, IWN | Restatement | 09 Aug 2018, 13:36 |
| Q1 2018 | 838 | $253,003,000 | +$27,885,422 | -$14,017,832 | +$13,867,590 | IWF, IWD, IVV, IWP, SPY | 13F-HR | 12 Apr 2018, 12:20 |
| Q3 2017 | 638 | $230,332,000 | +$5,231,672 | -$4,476,104 | +$755,568 | IWF, IWD, IVV, IWP, SPY | 13F-HR | 26 Oct 2017, 14:41 |
| Q2 2017 | 584 | $221,777,000 | +$3,665,219 | -$5,348,116 | -$1,682,897 | IWF, IWD, IVV, IWP, SPY | 13F-HR | 13 Jul 2017, 11:59 |
| Q1 2017 | 579 | $219,058,000 | +$4,668,664 | -$4,926,628 | -$257,964 | IWF, IWD, IVV, IWP, SPY | 13F-HR | 04 Apr 2017, 10:22 |
| Q4 2016 | 577 | $208,760,000 | +$11,812,417 | -$6,979,395 | +$4,833,022 | IWD, IWF, IVV, IWP, SPY | 13F-HR | 18 Jan 2017, 16:58 |
| Q3 2016 | 586 | $193,822,000 | +$9,280,326 | -$6,345,611 | +$2,934,715 | IWF, IWD, IVV, SPY, IWP | 13F-HR | 14 Oct 2016, 15:50 |
| Q2 2016 | 591 | $176,573,000 | +$18,112,409 | -$6,821,421 | +$11,290,988 | IWF, IVV, SPY, IWP, IWN | 13F-HR | 05 Jul 2016, 12:47 |
| Q1 2016 | 589 | $173,691,000 | +$44,530,418 | -$7,486,927 | +$37,043,491 | IWF, IWD, IVV, SPY, VWO | 13F-HR | 12 Apr 2016, 10:31 |
| Q4 2015 | 118 | $126,563,000 | $0 | $0 | $0 | IWF, IWD, IVV, VWO, SPY | 13F-HR | 16 Feb 2016, 11:18 |