Institutional manager
Integrated Wealth Concepts LLC
Holds positions in 459 of the S&P 500, worth $4.44bn as reported for the quarter ended 31-mar-2026.
Positions held459of 488 index companies covered
Reported value$4.44bnS&P 500 positions only
Top ten weight57%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 459 held. The rest are smaller than every one of these.
State Street CorporationSTT12.8m$943mFinancialsBNY MellonBNY4.4m$458mFinancialsApple Inc.AAPL1.0m$257mInformation TechnologyNvidiaNVDA1.2m$215mInformation TechnologyGoldman SachsGS1.7m$138mFinancialsMicrosoftMSFT360,796$134mInformation TechnologyAlphabet Inc. (Class A)GOOGL438,313$126mCommunication ServicesInvescoIVZ236,745$114mFinancialsAmazonAMZN526,571$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 TechnologyMcDonald'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 EstateOracle 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 Services
What this page is not
Positions in S&P 500 constituents only, 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.