Integrated Investment Consultants, LLC
•CIK: 1665337•Filing: Q4 2025
Integrated Investment Consultants, LLC manages $488M across a diversified portfolio of 262 positions. The fund exhibits notable concentration in digital assets and thematic ETFs, with IWF ($36.3M) and IWP ($24.7M) leading the top holdings. Significant allocations are also visible in the decentralized finance space, including NEAR ($20.7M) and IWD ($19.2M). The remaining portfolio balances exposure across established tech leaders like MSFT ($12.6M) and AAPL ($11.3M).
Total AUM
$487.9M
+ $40.9K in options
QoQ Performance
-17.0%
Positions
260
+ 2 options
Top 10 Concentration
39.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IWF
IWP
IWF7.4%
IWP5.1%
NEAR4.2%
IWD3.9%
IEFA3.6%
SCHD3.3%
VONG3.0%
MSFT2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.8%
Technology10.5%
Financial3.9%
Healthcare3.9%
ETF3.4%
Consumer2.5%
Industrial1.1%
Consumer Staples0.8%
🚪 Exited Positionssold since Q3 2025
+126 more exited positions
Changes from Q3 2025
NEW5 new positions
↑68 increased
↓100 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023