Integrated Investment Consultants, LLC
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$471.2M
Holdings
269
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWF
ISHARES RUSSELL 1000 GROWTH ETF
Held since at least Q1 2024
6.5%
02
$NEAR
ISHARES SHORT DURATION BOND ACTIVE ETF
Held since at least Q1 2024
4.8%
03
$IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
Held since at least Q1 2024
4.8%
04
$UWMC
UWM HOLDINGS CORPORATION COM CL A
Held since at least Q1 2024
4.2%
05
$IWD
ISHARES RUSSELL 1000 VALUE ETF
Held since at least Q1 2024
4.1%
06
$SCHD
SCHWAB US DIVIDEND EQUITY ETF
Held since at least Q1 2024
3.9%
07
$IEFA
ISHARES CORE MSCI EAFE ETF
Held since at least Q1 2024
3.9%
08
$VONG
VANGUARD RUSSELL 1000 GROWTH ETF
Held since at least Q1 2024
3.1%
09
$VIOV
VANGUARD S&P SMALL-CAP 600 VALUE ETF
Held since at least Q1 2024
2.7%
10
$VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
Held since at least Q1 2024
2.3%
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.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.