IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Integrated Investment Consultants, LLC

Q4 2025 Holdings

Filed 2026-02-05 | 542 holdings | $509.9M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2026-03-03) | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Resmed Inc COM(RMD)Stock761152107$1.3M5,5450.3%
SS&C Tech Hldgs COM(SSNC)Stock78467J100$1.4M15,4540.3%
Pval(PVAL)ETF746729300$1.4M30,7020.3%
Procter & Gamble Co COM(PG)Stock742718109$1.4M9,8710.3%
Shell PLC Spon ADS(SHEL)ADR780259305$1.4M19,5690.3%
Broadcom Inc COM(AVGO)Stock11135F101$1.4M4,1710.3%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$1.5M11,8850.3%
Disney Walt Co COM(DIS)Stock254687106$1.5M13,2060.3%
Vanguard S&P 500 Value ETF(VOOV)ETF921932703$1.6M7,7930.3%
Vontier Corporation COM(VNT)Stock928881101$1.6M43,0990.3%
LPL Finl Hldgs Inc COM(LPLA)Stock50212V100$1.6M4,6080.3%
SUN Cmntys Inc COM(SUI)REIT866674104$1.7M13,3830.3%
Wells Fargo & Co COM(WFC)Stock949746101$1.8M18,9130.3%
Consensus Cloud Solutions Inc COM(CCSI)Stock20848V105$1.8M82,9460.4%
Vanguard High Dividend Yield Index ETF(VYM)ETF921946406$1.8M12,8070.4%
Emerson Elec Co COM(EMR)Stock291011104$1.9M14,2890.4%
Aflac Inc COM(AFL)Stock001055102$1.9M17,4650.4%
Ishares Msci Eafe ETF(EFA)ETF464287465$1.9M20,1620.4%
Schwab Charles Corp COM(SCHW)Stock808513105$2.0M20,2160.4%
Pepsico Inc COM(PEP)Stock713448108$2.0M14,1510.4%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$2.3M7,4760.5%
Abbott Laboratories COM(ABT)Stock002824100$2.3M18,7320.5%
Exxon Mobil Corp COM(XOM)Stock30231G102$2.4M19,8810.5%
Mcdonalds Corp COM(MCD)Stock580135101$2.4M7,9450.5%
Johnson & Johnson COM(JNJ)Stock478160104$2.5M12,1890.5%
Illinois Tool WKS Inc COM(ITW)Stock452308109$2.6M10,6080.5%
RTX Corporation COM(RTX)Stock75513E101$2.7M14,7040.5%
Bank America Corp COM(BAC)Stock060505104$2.8M50,0140.5%
Walmart Inc COM(WMT)Stock931142103$2.8M25,3460.6%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$2.9M5,8250.6%
Cisco SYS Inc COM(CSCO)Stock17275R102$2.9M38,2910.6%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$3.0M55,1020.6%
Merck & Co Inc COM(MRK)Stock58933Y105$3.0M28,8160.6%
Meta Platforms Inc CL A(META)Stock30303M102$3.1M4,6900.6%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$3.2M31,6560.6%
Nvidia Corporation COM(NVDA)Stock67066G104$3.2M17,0800.6%
Abbvie Inc COM(ABBV)Stock00287Y109$3.3M14,2520.6%
International Business Machs COM(IBM)Stock459200101$3.6M12,2460.7%
ELI Lilly & Co COM(LLY)Stock532457108$3.8M3,5410.7%
Ishares Short Maturity Municipal Bond Active ETF(MEAR)ETF46431W838$3.9M76,8870.8%
Amazon COM Inc COM(AMZN)Stock023135106$4.4M19,2790.9%
Vanguard Growth ETF(VUG)ETF922908736$4.9M10,0611.0%
Champion Homes Inc COM(SKY)Stock830830105$5.2M61,4611.0%
Vanguard Russell 1000 Value ETF(VONV)ETF92206C714$5.2M56,8631.0%
Vanguard S&P 500 ETF(VOO)ETF922908363$5.3M8,4211.0%
JPMorgan Chase & Co COM(JPM)Stock46625H100$5.9M18,3961.2%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$6.3M10,1841.2%
Vanguard Value ETF(VTV)ETF922908744$6.5M34,0411.3%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$6.8M21,6381.3%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$6.8M37,4801.3%
PreviousPage 5 of 6Next