13F filer

Integrated Investment Consultants

As of Jun 30, 2026 Filed Aug 17, 2026 CIK 1665337 SEC filings ↗

13F Value

$507.8M

Positions

271

Top Position

IWF6.4%

Top 5

23.4%

Latest filing changes

vs Mar 31, 2026

1 MEAR iShares Short Maturity Municipal Bond Active ETF +31.6%+$1.4M

2 VONG Vanguard Russell 1000 Growth Index Fund — ETF Shares +7.0%+$1.1M

3 VONV Vanguard Russell 1000 Value Index Fund — ETF Shares +17.2%+$1.1M

4 IEFA iShares Core MSCI EAFE ETF +3.8%+$719K

5 KLAC KLA >999%+$566K

Holdings271

#
1	IWF iShares Russell 1000 Growth ETF	6.4%	$32.3M	-9.5%	260.0K	6.5%	ETF
2	IWP iShares Russell Mid-Cap Growth ETF	4.9%	$25.1M	-2.3%	171.1K	4.8%	ETF
3	NEAR iShares Short Duration Bond Active ETF	4.3%	$21.7M	-1.2%	439.0K	4.8%	ETF
4	IWD iShares Russell 1000 Value ETF	4.0%	$20.4M	-6.4%	84.2K	4.1%	ETF
5	IEFA iShares Core MSCI EAFE ETF	3.8%	$19.5M	+3.8%	209.5K	3.9%	ETF
6	SCHD Schwab U.S. Dividend Equity ETF	3.7%	$19.0M	-0.7%	597.7K	3.9%	ETF
7	VONG Vanguard Russell 1000 Growth Index Fund — ETF Shares	3.4%	$17.5M	+7.0%	141.5K	3.1%	ETF
8	VIOV Vanguard S&P Small-Cap 600 Value Index Fund — ETF Shares	2.7%	$13.8M	-0.9%	122.4K	2.7%	ETF
9	IMCG iShares Morningstar Mid-Cap Growth ETF	2.5%	$12.9M	+2.6%	136.5K	2.2%	ETF
10	UWMC Uwm Holdings	2.4%	$12.3M	+0.2%	5.38M	4.1%	Common Stock
11	AAPL Apple	2.3%	$11.9M	-0.8%	41.2K	2.2%	Common Stock
12	VEA Vanguard Developed Markets Index Fund — ETF Shares	2.2%	$11.3M	-4.5%	158.7K	2.3%	ETF
13	SPEM State Street(R) SPDR(R) Portfolio Emerging Markets ETF	2.0%	$10.2M	+0.4%	199.2K	2.0%	ETF
14	IVV iShares Core S&P 500 ETF	1.8%	$9.3M	-1.9%	12.4K	1.8%	ETF
15	MSFT Microsoft	1.8%	$9.2M	+0.9%	24.6K	1.9%	Common Stock
16	SCHG Schwab U.S. Large-Cap Growth ETF	1.7%	$8.5M	-0.5%	252.2K	1.6%	ETF
17	DGRO iShares Core Dividend Growth ETF	1.7%	$8.4M	-1.4%	110.8K	1.7%	ETF
18	IWN iShares Russell 2000 Value ETF	1.6%	$7.9M	+6.7%	35.8K	1.3%	ETF
19	VONV Vanguard Russell 1000 Value Index Fund — ETF Shares	1.4%	$7.1M	+17.2%	72.1K	1.2%	ETF
20	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 19,110 reported quantity $6,829,487 reported value	1.3%	$6.8M	-3.6%	19.1K	1.2%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing18

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.