Integrated Investment Consultants, LLC

Est. AUM

$452.6M

13F long equity, this entity only

Positions

263

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$30.6M	71806	6.76%	SOLE
2	ISHARES SHORT DURATION BOND ACTIVE ETF	ETF	$22.6M	444331	4.99%	SOLE
3	ISHARES RUSSELL MID-CAP GROWTH ETF	ETF	$22.5M	175231	4.96%	SOLE
4	UWM HOLDINGS CORPORATION COM CL A	Stock	$19.4M	5371582	4.30%	SOLE
5	ISHARES RUSSELL 1000 VALUE ETF	ETF	$19.2M	89963	4.25%	SOLE
6	SCHWAB US DIVIDEND EQUITY ETF	ETF	$18.5M	601972	4.08%	SOLE
7	ISHARES CORE MSCI EAFE ETF	ETF	$18.3M	201817	4.04%	SOLE
8	VANGUARD RUSSELL 1000 GROWTH ETF	ETF	$14.5M	132198	3.20%	SOLE
9	VANGUARD S&P SMALL-CAP 600 VALUE ETF	ETF	$12.6M	123477	2.78%	SOLE
10	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$10.6M	166101	2.35%	SOLE
11	ISHARES MORNINGSTAR MID-CAP GROWTH ETF	ETF	$10.5M	133072	2.32%	SOLE
12	APPLE INC COM	Stock	$9.5M	37331	2.09%	SOLE
13	STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	ETF	$9.3M	198316	2.06%	SOLE
14	ISHARES CORE S&P 500 ETF	ETF	$8.3M	12630	1.82%	SOLE
15	ISHARES CORE DIVIDEND GROWTH ETF	ETF	$7.9M	112432	1.74%	SOLE
16	SCHWAB U.S. LARGE-CAP GROWTH ETF	ETF	$7.4M	253438	1.63%	SOLE
17	MICROSOFT CORP COM	Stock	$7.4M	19925	1.63%	SOLE
18	VANGUARD VALUE ETF	ETF	$6.4M	32430	1.41%	SOLE
19	ISHARES RUSSELL 2000 VALUE ETF	ETF	$6.4M	33544	1.41%	SOLE
20	VANGUARD RUSSELL 1000 VALUE ETF	ETF	$5.8M	61505	1.27%	SOLE
21	JPMORGAN CHASE & CO COM	Stock	$5.3M	18017	1.17%	SOLE
22	INVESCO QQQ TRUST SERIES I	ETF	$5.1M	8837	1.13%	SOLE
23	ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF	ETF	$4.3M	86418	0.96%	SOLE
24	ALPHABET INC CAP STK CL A	Stock	$4.3M	15012	0.95%	SOLE
25	ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$4.2M	60251	0.93%	SOLE
26	VANGUARD S&P 500 ETF	ETF	$3.7M	6164	0.81%	SOLE
27	ISHARES MSCI EMERGING MARKETS ETF	ETF	$3.5M	61371	0.77%	SOLE
28	MERCK & CO INC COM	Stock	$3.2M	26653	0.71%	SOLE
29	EXXON MOBIL CORP COM	Stock	$3.1M	17993	0.67%	SOLE
30	ABBVIE INC COM	Stock	$3.0M	13964	0.67%	SOLE
31	ELI LILLY & CO COM	Stock	$3.0M	3257	0.66%	SOLE
32	INTERNATIONAL BUSINESS MACHS COM	Stock	$2.9M	12164	0.65%	SOLE
33	CISCO SYS INC COM	Stock	$2.9M	37009	0.63%	SOLE
34	WALMART INC COM	Stock	$2.7M	22056	0.61%	SOLE
35	ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$2.6M	26487	0.58%	SOLE
36	JOHNSON & JOHNSON COM	Stock	$2.6M	10740	0.58%	SOLE
37	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$2.6M	5448	0.58%	SOLE
38	RTX CORPORATION COM	Stock	$2.5M	13101	0.56%	SOLE
39	BANK OF AMER CORP COM	Stock	$2.4M	49511	0.53%	SOLE
40	ILLINOIS TOOL WKS INC COM	Stock	$2.4M	9074	0.52%	SOLE
41	MCDONALDS CORP COM	Stock	$2.4M	7575	0.52%	SOLE
42	PEPSICO INC COM	Stock	$2.2M	14144	0.49%	SOLE
43	META PLATFORMS INC CL A	Stock	$2.0M	3527	0.45%	SOLE
44	ISHARES MSCI EAFE ETF	ETF	$2.0M	20582	0.44%	SOLE
45	AFLAC INC COM	Stock	$1.9M	17375	0.42%	SOLE
46	ABBOTT LABORATORIES COM	Stock	$1.8M	17730	0.40%	SOLE
47	AMAZON COM INC COM	Stock	$1.8M	8678	0.40%	SOLE
48	EMERSON ELEC CO COM	Stock	$1.7M	13339	0.39%	SOLE
49	SHELL PLC SPON ADS	ADR	$1.7M	18250	0.37%	SOLE
50	SUN CMNTYS INC COM	REIT	$1.7M	13124	0.37%	SOLE

1–50 of 263

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.