13F Filings History of Integrated Wealth Management
- Latest 13F filing
- Q2 2026 - 11 Aug 2026
- Latest reported 13F value
- $94,676,615
- Largest 13F holdings
-
SPYM MAYW JUNW ONEZ VUG SIXD BILZ DYNF VTV AAPL CORO JANW
+8 more
IVW GMAY FEBW DECW IVE NVDA MAYT ZJUN - Form 13F summary
-
- Integrated Wealth Management Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Integrated Wealth Management reported 91 equity holdings with a total reported market value of $94,676,615 for Q2 2026. Top reported holdings included SPYM, MAYW, JUNW, ONEZ, and VUG.
- Manager signature
- Stephen Stanton Jackson - Chief Compliance Officer
- Manager location
- Uniontown, OH
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow Integrated Wealth Management with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$94,676,615
Quarter delta
+$7,476,916
Accepted
10 Aug 2026, 17:35
Rows shown
1-3 of 3
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 91 | $94,676,615 | +$37,617,342 | -$33,475,051 | +$4,142,291 | SPYM, MAYW, JUNW, ONEZ, VUG | 13F-HR | 10 Aug 2026, 17:35 |
| Q1 2026 | 95 | $87,199,699 | +$11,395,159 | -$11,429,460 | -$34,301 | SPYM, OCTW, VUG, SEPW, SIXO | 13F-HR | 22 Apr 2026, 18:13 |
| Q4 2025 | 92 | $88,955,285 | $0 | $0 | $0 | SPYM, VUG, OCTW, SIXO, SEPW | 13F-HR | 03 Mar 2026, 14:54 |