13F Filings History of INTEGRATED WEALTHCARE, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$118,929,554
Signature - Title
Shayne Ruffing - Chief Compliance Officer
Location
Durham, NC
Summary
This page shows a list of all the recent 13F filings made by INTEGRATED WEALTHCARE, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INTEGRATED WEALTHCARE, LLC reported 28 stock holdings with total value $118,929,554 as of Q4 2025. Top holdings included VUG, VEA, HMOP, FBND, and AVEM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 28 $118,929,554 $0 $0 $0 VUG, VEA, HMOP, FBND, AVEM 13F-HR 23 Jan 2026, 09:06