SEC Form 13F

INTEGRATED WEALTHCARE, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$133,852,566
Positions29

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVUGGROWTH ETF$25,654,043297,818
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$19,439,066272,829
HARTFORD FDS EXCHANGE TRADEDHMOPMUN OPORTUNITE$9,904,742253,027
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$9,758,034101,130
VANGUARD INDEX FDSVTVVALUE ETF$9,182,95542,137
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$8,731,214191,937
ISHARES TRIJHCORE S&P MCP ETF$7,755,570100,578
VANGUARD INDEX FDSVTITOTAL STK MKT$7,134,37119,280
VANGUARD STAR FDSVXUSVG TL INTL STK F$5,853,84268,474
CAPITAL GRP FIXED INCM ETF TCGSMSHOR DUR MUN ETF$5,254,494199,147

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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