SEC Form 13F

Integrated Wealth Concepts LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$20,520,796,158
Positions5,905

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BNY MELLON ETF TRUSTBKLCUS LRG CP CORE$699,003,0314,874,815
ETF SER SOLUTIONSACIOAPTUS COLLRD INV$521,203,60111,296,079
APPLE INCAAPLCOM$393,365,8591,359,394
ISHARES TRIVVCORE S&P500 ETF$339,797,003453,702
ETF SER SOLUTIONSDRSKAPTUS DEFINED$333,760,81311,609,060
NVIDIA CORPORATIONNVDACOM$319,421,6741,596,301
J P MORGAN EXCHANGE TRADED FBBINBETABUILDERS I$280,476,3293,592,169
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$245,602,9005,536,589
SPDR SERIES TRUSTSPYMST STR P500ETF$224,538,2592,555,063
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$222,683,160324,208

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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