Institutional manager
Integrated Wealth Concepts LLC
Holds positions in 480 of the S&P 500, worth $2.87bn as reported for the quarter ended 31-mar-2026.
Positions held480of 488 index companies covered
Reported value$2.87bnS&P 500 positions only
Top ten weight38%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 480 held. The rest are smaller than every one of these.
Apple Inc.AAPL1.0m$257mInformation TechnologyNvidiaNVDA1.2m$215mInformation TechnologyMicrosoftMSFT360,796$134mInformation TechnologyAlphabet Inc. (Class A)GOOGL438,313$126mCommunication ServicesAmazonAMZN526,571$110mConsumer DiscretionaryJPMorgan ChaseJPM197,560$58mFinancialsTesla, Inc.TSLA136,843$51mConsumer DiscretionaryBerkshire HathawayBRK.B94,289$50mFinancialsExxonMobilXOM278,271$47mEnergyMeta PlatformsMETA82,374$47mCommunication ServicesBroadcomAVGO129,394$40mInformation TechnologyWalmartWMT310,122$39mConsumer StaplesLilly (Eli)LLY39,168$36mHealth CareVisa Inc.V113,255$34mFinancialsJohnson & JohnsonJNJ118,467$29mHealth CareChevron CorporationCVX138,319$29mEnergyQualcommQCOM212,325$27mInformation TechnologyProcter & GamblePG189,285$27mConsumer StaplesCostcoCOST25,592$26mConsumer StaplesPalantir TechnologiesPLTR166,082$24mInformation TechnologyHome Depot (The)HD71,765$24mConsumer DiscretionaryBank of AmericaBAC379,883$19mFinancialsNetflixNFLX183,114$18mCommunication ServicesServiceNowNOW167,314$17mInformation TechnologyCaterpillar Inc.CAT24,323$17mIndustrialsIBMIBM68,432$17mInformation TechnologyQuanta ServicesPWR29,923$16mIndustrialsCitigroupC143,995$16mFinancialsAdvanced Micro DevicesAMD79,625$16mInformation TechnologyGE VernovaGEV17,287$15mIndustrialsGE AerospaceGE52,934$15mIndustrialsMicron TechnologyMU44,384$15mInformation TechnologyDiamondback EnergyFANG74,612$15mEnergyPepsiCoPEP94,721$15mConsumer StaplesLam ResearchLRCX68,788$15mInformation TechnologyTaiwan Semiconductor ManufacturingTSM42,486$14mMcDonald'sMCD45,879$14mConsumer DiscretionaryLockheed MartinLMT23,522$14mIndustrialsCiscoCSCO179,665$14mInformation TechnologyMerck & Co.MRK114,218$14mHealth CareVerizonVZ272,410$14mCommunication ServicesPfizerPFE486,681$14mHealth CareAmphenolAPH107,735$14mInformation TechnologyAbbVieABBV61,948$13mHealth CareRTX CorporationRTX68,460$13mIndustrialsProgressive CorporationPGR65,503$13mFinancialsApplied MaterialsAMAT37,472$13mInformation TechnologyAmerican TowerAMT71,176$12mReal EstateGoldman SachsGS14,378$12mFinancialsOracle CorporationORCL81,625$12mInformation TechnologyCopartCPRT350,121$12mIndustrialsBristol Myers SquibbBMY186,704$11mHealth CareCoca-Cola Company (The)KO146,231$11mConsumer StaplesBroadridge Financial SolutionsBR67,258$11mIndustrialsPhilip Morris InternationalPM61,312$10mConsumer StaplesMastercardMA19,432$10mFinancialsPalo Alto NetworksPANW59,150$9mInformation TechnologyAT&TT318,379$9mCommunication ServicesCapital OneCOF49,836$9mFinancialsWells FargoWFC112,828$9mFinancials
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.