Integrated Wealth Management

Institutional manager·CIK 2113155

Annual return

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SPY

—

Alpha

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Invested

$87.2M

Holdings

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$SPYM

SPDR SERIES TRUST

Q4 2025: New position (52.4k shares)

6.2%

$OCTW

AIM ETF PRODUCTS TRUST

Q4 2025: New position (92.9k shares)

4.3%

$VUG

VANGUARD INDEX FDS

Q4 2025: New position (8.3k shares)

4.1%

$SEPW

AIM ETF PRODUCTS TRUST

Q4 2025: New position (93.8k shares)

3.6%

$SIXO

AIM ETF PRODUCTS TRUST

Q4 2025: New position (90.8k shares)

3.5%

$DECU

AIM ETF PRODUCTS TRUST

Q4 2025: New position (98.3k shares)

3.3%

$GSEP

FIRST TR EXCHNG TRADED FD VI

Q4 2025: New position (54.1k shares)

2.7%

$VTV

VANGUARD INDEX FDS

Q4 2025: New position (11.6k shares)

2.6%

$DYNF

BLACKROCK ETF TRUST

Q4 2025: New position (39.6k shares)

2.5%

$XOM

EXXON MOBIL CORP

Q4 2025: New position (12.4k shares)

2.4%

See all 95 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:36 UTC.