INTEGRATED WEALTHCARE, LLC
•CIK: 1962105•Filing: Q4 2025
**INTEGRATED WEALTHCARE, LLC** manages $119M across a diversified portfolio of 28 positions. The strategy shows significant allocation to U.S. growth and international exposure, highlighted by the top holdings in VUG ($23.2M) and VEA ($16.1M). Further diversification is evident with substantial positions in sector-specific and broad market ETFs, including HMOP ($9.9M) and FBND ($9.0M). This structure suggests a mandate focused on capturing growth across developed and international equity markets.
Total AUM
$118.9M
QoQ Performance
N/A
Positions
17
Top 10 Concentration
81.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VEA
HMOP
FBND
AVEM
VTV
VTI
IJH
VUG19.5%
VEA13.5%
HMOP8.3%
FBND7.5%
AVEM6.4%
VTV6.4%
VTI5.5%
IJH5.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other99.6%
Technology0.4%