Integrated Wealth Concepts LLC - Q42025 Holdings

Integrated Wealth Concepts LLC holds 1599 stocks with a total portfolio value of $ 8.42B as of Q42025. In Q42025, Integrated Wealth Concepts LLC added 117 new positions, increased stakes in 394 stocks, reduced 1055 holdings, and fully exited 492 positions. The largest holding is Bny Mellon (BKLC), representing 3.76% of the total portfolio.