Integrated Investment Consultants
Integrated Investment Consultants reported 269 stocks worth $508M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are IWF (6.4%), IWP (4.9%) and NEAR (4.3%). Compared with Q1 2026, the fund opened new positions in XOM, added to IWF, IEFA and VONG, trimmed IWP, NEAR and IWD and sold out of XOM, VCSH and XPRO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWF Ishares TR | $32.3M | 6.4% | 260K | +188K (+262%) | 8 of 8 | |
| 2 |  IWP Ishares TR | $25.1M | 4.9% | 171K | −4,093 (−2%) | 8 of 8 | |
| 3 |  NEAR Ishares Short Duratn Bndactv ETF | $21.7M | 4.3% | 439K | −5,289 (−1%) | 8 of 8 | |
| 4 |  IWD Ishares TR | $20.4M | 4.0% | 84K | −5,787 (−6%) | 8 of 8 | |
| 5 |  IEFA Ishares TR | $19.5M | 3.8% | 210K | +7,729 (+4%) | 8 of 8 | |
| 6 |  SCHD Schwab US Dividend Equity ETF | $19M | 3.7% | 598K | −4,255 (−1%) | 8 of 8 | |
| 7 |  VONG Vanguard Russell 1000 | $17.5M | 3.4% | 142K | +9,302 (+7%) | 8 of 8 | |
| 8 |  VIOV Vanguard Admiral Fds Inc | $13.8M | 2.7% | 122K | −1,065 (−1%) | 8 of 8 | |
| 9 |  IMCG Ishares TR | $12.9M | 2.5% | 136K | +3,396 (+3%) | 8 of 8 | |
| 10 |  UWMC Uwm Holdings Corporation | $12.3M | 2.4% | 5.4M | +11K (+0%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $3.1M | 18K |
PROSHARES TR II | $946K | 114K |
 VCSH Vanguard Scottsdale Fds | $590K | 7,437 |
HONEYWELL INTL INC | $480K | 2,123 |
 XPRO Expro Group Holdings NV | $352K | 20K |
🔒 Free account: see all 21.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Integrated Investment Consultants 13F FAQ
What does Integrated Investment Consultants own?
Integrated Investment Consultants reported 269 stocks worth $508M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are IWF (6.4%), IWP (4.9%) and NEAR (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Integrated Investment Consultants buy and sell in Q2 2026?
Compared with Q1 2026: 29 new positions, 54 added to, 132 trimmed and 21 sold out. New positions include XOM. It sold all of XOM, VCSH and XPRO.
When will Integrated Investment Consultants file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Integrated Investment Consultants's portfolio worth?
The Q2 2026 filing reports $508M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.