Fund HoldingsIntegrated Capital Management, LLC

Total Portfolio Value
$237.10M
Total Bought
$36.34M
Total Sold
$26.61M
Net Transaction
+$9.73M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD TAX-MANAGED FDS16,321187,055+170,7341,02011,9875.06%+10,967
VANGUARD INDEX FDS67,55794,222+26,66519,60627,05911.41%+7,452
SPDR INDEX SHS FDS
ST PORT MARK ETF
0111,200+111,20005,2162.20%+5,216
FIDELITY COVINGTON TRUST
ENHANCED SML CAP
0117,289+117,28904,4571.88%+4,457
VANGUARD WORLD FD201,098206,175+5,07728,38729,88512.60%+1,498
ISHARES TR181,203185,312+4,10912,94013,7785.81%+838
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
105,845110,662+4,8177,6228,4133.55%+791
INVESCO EXCH TRADED FD TR II358,289369,816+11,52712,59413,0805.52%+487
ISHARES TR02,479+2,47902410.10%+241
EXXON MOBIL CORP01,417+1,41702400.10%+240
ISHARES TR0890+89002210.09%+221
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0638+63802160.09%+216
ISHARES TR
CORE HIGH DV ETF
01,530+1,53002080.09%+208
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
01,718+1,71802010.08%+201
ISHARES TR17,10416,145-9595,1515,3062.24%+155
VANGUARD INTL EQUITY INDEX F60,47062,697+2,2273,2513,3891.43%+138
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
9,92211,587+1,6657438780.37%+135
NVIDIA CORPORATION(NVDA)6,8277,698+8711,2731,3430.57%+69
META PLATFORMS INC(META)372545+1732463120.13%+66
SCHWAB STRATEGIC TR50,95151,078+1271,5321,5810.67%+49
JOHNSON & JOHNSON(JNJ)1,0751,017-582222490.10%+26
ISHARES TR18,47719,023+5461,4901,5130.64%+24
ISHARES BITCOIN TRUST ETF(IBIT)4,9746,958+1,9842472670.11%+20
SPDR SERIES TRUST
ST BLOO HIGH ETF
6,8017,036+2356616730.28%+12
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
5,0965,233+1372582650.11%+7
ISHARES TR
FLTG RATE NT ETF
6,3116,387+763213250.14%+4
JPMORGAN CHASE & CO(JPM)1,6481,820+1725315350.23%+4
PNC FINL SVCS GROUP INC(PNC)4,7674,801+349959990.42%+4
PIMCO ETF TR
ENHAN SHRT MA AC
2,5652,597+322572610.11%+4
ISHARES TR
0-5YR HI YL CP
7,4917,583+923213210.14%-0
ISHARES TR2,9903,002+126346340.27%-0
ISHARES INC
CORE MSCI EMKT
3,6353,483-1522442430.10%-1
FIFTH THIRD BANCORP(FITB)6,0856,087+22852830.12%-2
AFLAC INC(AFL)2,9042,897-73203180.13%-2
VANGUARD INDEX FDS2,2132,187-266686610.28%-7
ISHARES TR
MSCI USA MIN ETF
8,0268,061+357567480.32%-8
VANGUARD INDEX FDS2,1222,023-994053970.17%-8
L3HARRIS TECHNOLOGIES INC(LHX)1,3951,160-2354104000.17%-9
INVESCO EXCH TRADED FD TR II1,8481,854+62212080.09%-13
BROADCOM INC(AVGO)791843+522742610.11%-13
BERKSHIRE HATHAWAY INC DEL1,5261,521-57677290.31%-38
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,4593,446-134984580.19%-40
VANGUARD INDEX FDS1,1151,136+215444960.21%-48
AMAZON COM INC(AMZN)5,7376,113+3761,3241,2730.54%-51
MASTERCARD INCORPORATED(MA)780782+24453910.16%-54
SHERWIN WILLIAMS CO(SHW)6,7766,671-1052,1962,1390.90%-57
ISHARES TR6,3136,318+57787150.30%-63
VANGUARD ADMIRAL FDS INC6,2155,319-8966085410.23%-66
ALPHABET INC(GOOG)2,8212,823+28858100.34%-75
ISHARES TR4,0242,974-1,0503122330.10%-79
STATE STR SPDR S&P 500 ETF T(SPY)620458-1624232980.13%-125
ISHARES TR2,9612,209-7525914010.17%-191
VANGUARD ADMIRAL FDS INC1,7330-1,7332100-210
ISHARES TR2,0770-2,0772290-229
MICROSOFT CORP(MSFT)3,6923,991+2991,7851,4770.62%-308
APPLE INC(AAPL)11,44510,983-4623,1122,7871.18%-324
VANGUARD INDEX FDS2,6172,186-4311,6411,3060.55%-335
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
113,507117,919+4,41228,70828,02011.82%-688
ISHARES TR51,07951,346+26734,98633,54014.15%-1,446
AMERICAN CENTY ETF TR28,9316,976-21,9552,9507710.33%-2,180
ALPHABET INC(GOOG)63,52561,505-2,02019,88317,6867.46%-2,197
VANGUARD INDEX FDS19,1963,477-15,7193,4056410.27%-2,764
VANGUARD ADMIRAL FDS INC31,9025,993-25,9093,8357490.32%-3,085
SPDR INDEX SHS FDS
ST PORT MARK ETF
108,4470-108,4475,0760-5,076
DBX ETF TR280,02082,308-197,71213,4724,0661.71%-9,406
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